Job Opening Details

Job Summary:

This position includes responsibilities for screening, data inputting and file preparation for Financial Services applications; and the preparation and distribution of new business policy contracts for both the Financial Services (FS) and Home Services (HS) divisions. The role also requires ensuring superior levels of client satisfaction are achieved and maintained for both customers and sales representatives.

Key Responsibilities:

• Monitoring the IBPS Financial Service (FS) Contract Acknowledgement Queue
  and Home Service (HS) Contract SQL Report, generating, reviewing,
  assembling, and distributing policy contracts, and ensuring all necessary
  documents are included with the policy contracts when they are distributed.
• Monitoring the IBPS FS Policy Delivery Advice Queue, reviewing and

  processing completed policy advises.
  
• Follow up on the receipt of FS and HS overdue policy advises to ensure its timely delivery within 60 days.
• Monitoring Laboratories Portals and uploading medical requirements in the Department's Shared folder
• Provide proactive and timely responses to customer needs in accordance with departmental customer service standards.
  
• Demonstrate commitment to teamwork and goals of the department and
  Company.
  
• Demonstrate acceptance of coaching and commitment to emotional and professional growth. 

Knowledge & Skills:

• Strong Knowledge of Excel and Word processing skills.
• Associate Degree in Business or related field preferred.
• Strong analytical skills.
• Strong ability to work quickly and accurately and to cope with large volumes of work
• ​Strong organizational and administrative skills (e.g., capable of setting and meeting realistic time frames for competing assignments and achieving results; capable of operating independently with minimal direction while keeping the Manager informed of variances to plan, potential problems or sensitive issues, etc.).