Role Overview
Join our Process Management team in the group insurance sector and play a crucial role in our day-to-day operations. Your main responsibility will be to handle a variety of transactions with precision and adherence to our established processes. This role offers the opportunity to engage with different teams and contribute to our seamless service delivery.
Key Responsibilities
Efficiently manage diverse transaction types across multiple teams such as Customer Communications, Settlement Options, Money Out, Premiums, Electronic Funds Transfer, and Renewal Statements.
Perform tasks including generating value quotes, processing policy status updates, beneficiary changes, and managing settlement options.
Review referrals for completeness, coordinate with other departments for escalated cases, and ensure timely processing.
Support premium management activities, including adjustments, suspensions, and tax withholdings.
Utilize Salesforce to manage transactions and maintain accurate records.
What We’re Looking For
A professional demeanor, patience, and a customer-focused approach.
Strong problem-solving and decision-making capabilities.
Experience With Salesforce And Life Insurance (preferred).
A proactive attitude and the ability to work independently.
Exceptional communication skills, adept at adjusting messages for different audiences.
Ability to navigate a large corporate structure independently.
Efficient multi-tasking and management of multiple responsibilities.
A drive for success and strong interpersonal skills.
Exemplary customer service ethos.
Basic computer proficiency (Word, Excel, Outlook, Teams), and troubleshooting skills.
What We Offer
A competitive salary package.
A comprehensive benefits package including health, dental, and vision insurance.
Employer-matched retirement savings plan.
An extensive paid training program for professional growth.
Numerous career advancement opportunities within a leading organization.
Join Our Team
If you’re detail-oriented, driven, and looking to make a significant impact in a corporate setting, we’d love to hear from you. Embark on this exciting journey to shape the future of the financial services sector and thrive within our dynamic team.
Employment Type: Full-Time
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