- Manage and organize the submission/intake email inbox promptly, ensuring all incoming information is processed efficiently.
- Accurately input new submissions and contract details into Excel and Salesforce tracking systems.
- Review, analyze, and handle insurance contracts, ensuring they meet company and compliance standards.
- Set up submission folders in SharePoint and populate them with necessary documentation, including relevant contracts and supporting materials.
- Log and update bound business entries in our Accounts Workbook, maintaining a detailed record of contract status and compliance.
- Conduct daily reviews of the Accounts Workbook entries to ensure accuracy and consistency across all systems.
- Ensure uniformity and accuracy of data and contract information across all company platforms.
- Coordinate with team members for cross-referencing, verification of data, and contract analysis.
- Conduct KYC/AML and Adverse Media checks to uphold compliance with regulatory standards.
- Identify and implement opportunities to streamline data entry, contract analysis, and compliance procedures.
- Maintain comprehensive records and reports of processed submissions, contract activities, and compliance efforts.
- Minimum 2 years of data entry experience with a proven track record in a similar role.
- Exemplary organizational and time management skills with an ability to prioritize and manage tasks efficiently.
- Advanced proficiency in all Microsoft Office applications, particularly, Excel, Word, and SharePoint
- Ability to embrace change and swiftly grasp new processes and systems.
- Collaborative team player who can effectively engages with both internal and external stakeholders.
- Self-Motivated and ownership mindset with a demonstrated capabilities of handling multiple, sometimes conflicting, priorities.
- Exceptional attention to detail with a commitment to delivering work with precision and excellence.
- Excellent English proficiency and strong verbal and written communication skills.
Advantageous:
- Familiarity with Salesforce and executing administrative functions within the platform.
- Familiarity with technical insurance terminology and insurance company operational processes.
- Familiarity with analysing insurance contracts or other contract types, with an eye for detail and compliance
