Manage and organize the submission/intake email inbox promptly, ensuring all incoming information is processed efficiently. Accurately input new submi..
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
