New Business Support Executive & POS Servicing
Core
Support the administration and processing of new group insurance business and post-issuance policy servicing (POS), ensuring accurate policy setup, timely servicing requests, and compliance with operational guidelines.
Role type
New Business Support Executive & POS Servicing
Builds
Group and individual insurance policies, contracts, certificates, invoices, and premium adjustment reports
Domain
Insurance (Group & Individual)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Policy administration, data verification, stakeholder coordination, document preparation, invoice generation, report preparation, UAT support, process improvement
Preferred skills
Customer onboarding journey improvement, process enhancements
Technologies
Policy management systems, reporting tools
Responsibilities
Review and verify insurance applications and enrollment forms; Ensure completeness and accuracy of member data; Coordinate with Sales, Underwriting, Operations, and Finance; Create and maintain policy and member records; Prepare and issue policy contracts and certificates; Deliver daily POS requests for group and individual policies; Monitor and follow up on premium collections; Prepare and issue invoices and credit notes; Support User Acceptance Testing (UAT) for system and process enhancements; Prepare assigned reports within agreed timelines
Seniority
Individual Contributor, operational level
