Process Specialist - Insurance Operations
Core
Process daily insurance work, validate policy accuracy, and communicate with customers to meet service goals.
Role type
Process Specialist - Insurance Operations
Builds
Efficient insurance policy processing workflows
Domain
Insurance / Financial Services
Required skills
Problem-solving, Critical thinking, Business decision-making, Team leadership, Compliance adherence, Record-keeping management
Preferred skills
Finance domain expertise, Change management, Relationship building
Responsibilities
Prioritize and process daily work to meet customer service goals, Communicate in writing with customers regarding outstanding requirements, Validate the accuracy of plans/policies while processing tasks, Inform leaders of challenges while working on customer requests, Maintain a comprehensive knowledge of the record-keeping system, Promote team development through shared knowledge
Seniority
Mid-level, 2+ years experience