Job Description: Key Responsibilities Basic Functions
- Reconcile invoices received from accounts/payroll accurately and on time, following SOPs outlined in the client’s 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.
- Must have basis MS Excel knowledge for premium calculation, reconciliation, analysis, and reporting.
- Consistently meet performance targets and SLA metrics defined by the client.
Essential Functions
- Ensure compliance with quality standards and rectify any errors identified by quality auditors within 48 business hours.
- Provide relevant performance data to supervisors for individual and process-level analysis.
- Maintain high standards of transaction quality and accuracy.
Primary Internal Interactions
- Assistant Manager – Operations: For performance reporting, feedback, and support.
- Manager : For escalation and resolution of unresolved issues.
- Team Members : For collaboration and process-related clarifications.
- SME/Process Trainer : For training and upskilling as needed.
Primary External Interactions
- Client Managers, Account Coordinators and Supervisorsat client end : for the purpose of seeking clarifications, answering queries and providing the required information to reconcile the invoices.
- Client Trainers : For training and process updates.
- Onshore Supervisors and SMEs : Via email and calls for operational coordination.
- Customers : Through formal letters for communication purposes.
Skills & Competencies Technical Skills
- Basic IT proficiency and comfort with computer systems.
- Typing speed of 30–40 WPM with 95% accuracy.
- Proficient in MS Excel, Word, and Outlook.
Process-Specific Skills
- Strong English comprehension and writing skills.
- Effective email communication and free-form letter writing.
- Basic accounting knowledge (e.g., averages, percentages, ratios, debit/credit entries, reconciliation).
- Attention to detail and accuracy in transaction handling.
- Exposure to cash application and reconciliation (preferred).
- Experience in back-office operations, preferably in US life or health insurance.
Soft Skills
- Attention to Detail: Precision in reconciliation and transaction handling.
- Drive for Results: Consistently meets or exceeds performance goals.
- Interpersonal Savvy: Builds effective relationships across teams and clients.
- Learning Agility: Quickly adapts to new challenges and processes.
- Problem Solving: Applies logical methods to resolve complex issues.
- Time Management: Prioritizes tasks efficiently to maximize productivity.
Qualifications
- Education: Graduate in any discipline.
- Experience: 0–6 months in insurance back-office operations preferred, especially in premium/cash application, data handling, accounting, and Excel-based analysis.
Responsibilities: They manage office systems, coordinate schedules, provide administrative support, supervise staff, prepare reports, implement policies, and maintain effective communication within the organization
Qualifications: Bachelor's Degree- Commerce
