US Insurance Operations - Sr Advisor

Description

Principal Duties/Responsibilities

• Review and analyze carrier documentation to ensure accurate processing of Personal Lines insurance policies.
• Manage various Personal Lines subprocesses, including commission updates, revenue tracking, creation of renewal summaries, processing transactions across different lines of business, handling claims, alerts, mailbox and fax items, preparing billing prerequisites, and working closely with U.S. producers for onboarding new clients.
• Consistently meet key performance indicators (KPIs) by adhering to service level agreements (SLAs), quality standards, and turnaround time (TAT) requirements set by the business unit.
• Effectively manage assigned workloads and meet delivery expectations based on business priorities.
• Provide support for additional subprocesses as and when required.
• Ensure full compliance with company policies and regulatory guidelines to protect clients, colleagues, and business interests during transaction processing.
• Contribute to ongoing process improvement by identifying opportunities and recommending enhancements.
• Respond to emails promptly, following defined guidelines and timelines.
• Build and maintain strong, professional relationships with both internal and external stakeholders.
  
  

• Client-Centric Approach
• Problem Solving
• Attention to Detail
• Initiative and Ownership
  
  

• Good understanding of Insurance Principles.
• Good understanding and knowledge of MS office (Especially MS Excel).
  
  

• Strong verbal and written communication skills
• Logical and analytical thinking abilities
• Quick learner with the ability to adapt to new processes and systems
• Effective at prioritizing and organizing tasks within tight deadlines
• Capable of working both independently and collaboratively in a team
• Able to perform well under pressure and manage time-sensitive tasks.