Senior New Business case Coordinator
Core
Process new business case reports and install customer records across business and group databases, validating credentials and applying company guidelines to ensure accurate policy processing.
Role type
Senior back office case coordinator (insurance/underwriting)
Builds
Customer policy records and transaction data
Domain
Insurance and Underwriting
Required skills
Insurance and underwriting domain knowledge, data entry and record installation, credential validation, policy processing, operational excellence, process improvement, mentoring, MS Office with advanced Excel, analytical skills, critical thinking
Preferred skills
Financial institution experience, back office experience, training and query resolution
Technologies
MS Office, Advanced Excel, various applications
Responsibilities
View and process case reports submitted by sales offices, validate company credentials, install customer records in databases, analyze details to determine appropriate policy actions, perform reviews and performance tracking, mentor associates and provide on-floor support, identify and implement process improvement projects, submit operational excellence and automation ideas.
Seniority
Senior, hands-on IC
