Customer Service Representative
hace 4 semanas
Job Summary
We are seeking a dedicated Senior Process Executive for our L&P division with 4 to 8 years of experience. The ideal candidate will have expertise in MS Office and a strong background in Annuities New Business Annuities Claim Management and Agency Management. Experience in Life and Annuities Insurance is a plus. This role is crucial for ensuring efficient processes and contributing to our companys success.
Responsibilities
Lead the processing of annuities new business applications to ensure timely and accurate completion.Oversee the management of annuities claims ensuring all claims are processed in compliance with company policies.Provide support in agency management including onboarding and maintaining relationships with agents.Utilize MS Office tools to create reports analyze data and improve process efficiencies.Collaborate with cross-functional teams to streamline processes and enhance operational efficiency.Ensure all processes adhere to regulatory and compliance standards.Conduct regular audits and reviews to identify areas for improvement.Develop and implement strategies to enhance customer satisfaction and retention.Train and mentor junior staff to ensure high performance and adherence to best practices.Monitor and report on key performance indicators to senior management.Participate in continuous improvement initiatives to optimize workflows.Address and resolve any issues or discrepancies in a timely manner.Maintain up-to-date knowledge of industry trends and best practices.Qualifications
Possess strong technical skills in MS Office including Excel Word and PowerPoint.Have extensive experience in annuities new business and claim management.Demonstrate expertise in agency management and relationship building.Exhibit knowledge of life and annuities insurance is highly desirable.Showcase excellent analytical and problem-solving skills.Display strong communication and interpersonal skills.Show ability to work independently and as part of a team.Certifications Required
Certified Annuities Specialist (CAS) MS Office Specialist Certification
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