Lead Assistant Manager

• Have basic insurance and accounting knowledge and working knowledge of Agency Billing and Direct Bill as part of agency billing landscape
• Understanding of Direct Billing & Agency Billing, Bill Date, Due Date, Fee Waives, Earned Premium and Cancellation & Reinstatement
• Understanding of Aging, past due & Delinquency reporting
• Assign work to the team members daily
• Review daily transactions & monitor completion of work
• Team management and Transaction Monitoring
• Improve efficiency
• Error analysis, volume trend analysis and mailbox management
• Client interaction, if required at supervisory level
• Ensure compliance with internal policies and procedures, external regulations and information security standards
• Management reporting and oversight
• Leading a team of executives for checking, verifying, and validating data to ensure all details are correctly mentioned
• Driving Quality initiatives in the process to attain measurable positive results
• Create reports on a daily, weekly & monthly basis for performance review with the onshore team
• Conduct quality audits from a sample of transactions
• Onboard any new team member & complete training
• Understanding of Aging, past due & Delinquency reporting
• Hold regular feedback & coaching sessions with the team 
• Communicate with the internal teams within the client area for any further information required for completing transactions
• Capture metrics in the process & analyze trends to take proactive measures
• Have business reviews with the clients & internal management
• Ensure the quality of the transactions is in compliance with predefined parameters 
• Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns 

• Understanding of Insurance Finance and Accounting 
• Working knowledge of Agency Billing and Direct Bill as part of agency billing landscape
• Ability to match/ reconcile 2 datasets 
• Ability to identify inefficient/ineffective processes and develop recommendations to enhance controls and efficiency. 
• Providing coaching and feedback to team members to enable them to improve their performance
• Handling Escalation and client queries
• Provide inputs on process and system to the team
• Excellent Communication Skills

Bachelor Degree