Executive
About the role
Essential Functions
- Ensure that the transactions processed are as per standard operating procedures available on client learning management system.
- Process refunds correctly, ensuring they are issued to the appropriate payees as per SOPs.
- Communicate effectively with clients via email and MS Teams, Providing timely and accurate responses.
- Ensure that the assigned targets in accordance with the SLA metrics are met
- Ensure that the quality of the transactions is in compliance with predefined parameters as per SLA metrics
Provide relevant data to supervisors on a daily basis to measure performance at an individual and process level
Primary Internal Interactions
- Assistant Manager - Operations for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.
- Manager for the purpose of resolving any outstanding issues left unaddressed/unsolved
- Associates (Team Members) seek co-operation and clarification on process-related matters and providing support when required.
SME/Process trainer for training as and when required.
Primary External Interactions
- Supervisors at the client end for the purpose of seeking clarifications and answering queries
- Trainers at the client end for training purposes
- Onshore Supervisors and SMEs via email and calls for operational coordination.
Communicates externally via letters with customers
Essential Functions
- Ensure that the transactions processed are as per standard operating procedures available on client learning management system.
- Process refunds correctly, ensuring they are issued to the appropriate payees as per SOPs.
- Communicate effectively with clients via email and MS Teams, Providing timely and accurate responses.
- Ensure that the assigned targets in accordance with the SLA metrics are met
- Ensure that the quality of the transactions is in compliance with predefined parameters as per SLA metrics
Provide relevant data to supervisors on a daily basis to measure performance at an individual and process level
Primary Internal Interactions
- Assistant Manager - Operations for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.
- Manager for the purpose of resolving any outstanding issues left unaddressed/unsolved
- Associates (Team Members) seek co-operation and clarification on process-related matters and providing support when required.
SME/Process trainer for training as and when required.
Primary External Interactions
- Supervisors at the client end for the purpose of seeking clarifications and answering queries
- Trainers at the client end for training purposes
- Onshore Supervisors and SMEs via email and calls for operational coordination.
Communicates externally via letters with customers
- Any graduate in B.Com, BA, or BBA with 0–6 months of experience in Insurance Back Office.
especially in accounting, and Excel-based analysis. relevant experience