ILTC

Duties and Responsibilities:

• Review customer requests received in bulk for enrollment additions, terminations and change to ensure compliance with contractual terms and risk guidelines.
• Handling unformatted Excel files by converting them into a standardized format, uploading them to client applications, and reviewing for any errors.
• Communicate with PA or internal departments to resolve discrepancies or obtain missing information via email.
• Meet individual and team productivity targets while maintaining accuracy, service quality, and customer data privacy.
• Manage daily work queues effectively to meet service level metrics.
• Collaborate as a team player by offering and receiving feedback, resolving conflicts, supporting colleagues, and providing backup when needed.
• Process applications across various product lines using multiple systems.

Duties and Responsibilities:

• Review customer requests received in bulk for enrollment additions, terminations and change to ensure compliance with contractual terms and risk guidelines.
• Handling unformatted Excel files by converting them into a standardized format, uploading them to client applications, and reviewing for any errors.
• Communicate with PA or internal departments to resolve discrepancies or obtain missing information via email.
• Meet individual and team productivity targets while maintaining accuracy, service quality, and customer data privacy.
• Manage daily work queues effectively to meet service level metrics.
• Collaborate as a team player by offering and receiving feedback, resolving conflicts, supporting colleagues, and providing backup when needed.
• Process applications across various product lines using multiple systems.

Required Knowledge, Skills, Abilities and/or Related Experience  

• Bachelor’s degree with basic computer literacy.
• Working knowledge of Microsoft Office, especially Outlook and Excel.
• Preference for candidates with experience in Life, Health, or Supplemental Insurance.
• Ability to navigate and work across multiple systems and applications.
• Effective written communication skills in English.
• High attention to detail, particularly when processing transactions.
• Capability to deliver high-quality results in a fast-paced, high-volume environment.