Insurance Associate

Basic Function
Responsible for processing transactions received from the Onshore tea am on daily basis
Essential Functions
Process various transactions for Annuities and investments
Transaction processing using multiple applications
Verify all necessary documents and details before processing any transaction.
Understand and interpret the handwritten documents from US customers
Primary Internal Interactions
TL/ AM for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support as well as associate development.
Manager for the purpose of settling issues left unresolved by the TL/AM and monthly evaluation of performance.
Process Reviewer for the purpose of feedback and audit.

Trainers for the purpose of pre-processing and process training.
Primary External Interactions
Process Subject Matter Expert for the purpose of seeking clarifications/ missing information.
Organizational Relationships
Reports To: Team Leader/ AM - RIS BOSS Maintenance
Supervises: None
Skills
Technical Skills
Computer navigation skills
Keyboarding and data entry
Knowledge of MS Excel,
Basic knowledge of MS Word, PowerPoint, Internet
Process Specific Skills
Call Center Experience would help
Data entry skills
Soft Skills (Mandatory)
Good written and oral communication skills
Strong understanding and comprehension of the English language
Good Analytical, problem-solving skills
Very High Detail Orientation
Ability to establish priorities and handle multiple assignments concurrently with minimal direction in an evolving, fast-paced work environment
Team player
Positive attitude
Soft skills (Desired)
Demonstrate ability to work independently and in a team environment

Self-disciplined and results-oriented
Education Requirements
Bachelor's degree (Any Stream) or diploma with a minimum of 15 years of education.
Work Experience Requirements
At least 1 year work experience in any field.