Analyst, Finance & Credit Life
Core
Manage end-to-end administration of Credit Life policies, including setup, data maintenance, billing, and customer communications for an insurance team.
Role type
Operations Analyst, Credit Life
Builds
Credit Life policies and member data
Domain
Insurance
Required skills
Policy administration, Member data management, Billing and payment processing, System configuration, UAT, Banking liaison, Reporting, Document management, Data integrity, Premium reconciliation
Preferred skills
Insurance knowledge, MS Office proficiency
Technologies
MS Office (Excel, Word, PowerPoint), Imaging systems
Responsibilities
Administer new and existing policies including enrolments, renewals, and terminations; Maintain accurate member records and system databases; Configure policy setups with plan details, benefits, and premiums; Process payments including online transactions and GIRO setups; Prepare and distribute policy documents; Conduct User Acceptance Testing (UAT) for new policies; Prepare Monthly and Daily Business Reports; Manage premium collections and reconcile receipts; Liaise with banks, brokers, and customers; Lead development of tailored Term Life plans for Affinity groups.