Business Process Senior Associate
Core
Process premium payments, fund allocations, policy billing updates, and money-in transactions to ensure policies remain active and client requests are completed accurately.
Role type
Senior Associate, Insurance Operations
Builds
Active insurance policies and processed financial transactions
Domain
Insurance / Financial Services
Required skills
payment processing, fund allocation, banking information management, billing validation, suspense account management, client correspondence, policy record maintenance, data entry, Microsoft Excel, typing (35+ WPM)
Preferred skills
insurance products knowledge, policy administration, customer servicing processes, financial transaction handling
Responsibilities
Process premium payments, loan payments, fund allocations, transfers, and other money-in transactions; Set up and maintain banking and payment information; Review, validate, and apply client payment instructions; Manage suspense accounts, payment discrepancies, and billing inquiries; Generate client correspondence and maintain policy records.