Sr Insurance Associate

Basic Function

• Data entry
• Utilize various systems/applications to assess a situation to determine an appropriate course of action.

Essential Functions

• Ensure that the process transactions are processed as per Desktop procedures (L3 & L4).
• Ensure that the assigned targets are met in accordance with SLA and Internal standards to achieve business results.
• Ensure that the quality of transaction is in compliance with predefined parameters as defined by Process Excellence, thus contributing to overall customer satisfaction.
• Ensure adherence to established attendance schedules.
• Interpret correspondence to identify customer needs and expectations.

• Document policy file to reflect the reason why it needs to be routed back to U.S.
• Manage multiple tasks and deadlines; plans and organizes time and priorities to achieve business results.
• Assist others with work in order to assure attainment of department objectives.

• Work as a team member to meet company’s objectives while demonstrating core values and meeting key measures.
• Comply with regulatory requirements in prioritizing and completing work assignments.

Primary Internal Interactions

• AM for the purpose of reporting performance, escalation handling, clarifying concerns, seeking feedback, monthly evaluation of performance and support.
• Manager for the purpose of settling issues left unresolved by the AM
• Agents for the purpose of seeking cooperation & clarification on process-related matters & providing assistance and support when required.
• Subject Matter Expert for the purpose of work thread related issues and escalated transactions.
• QCA for the purpose of feedback and audit.

• Trainers for the purpose of pre-process and process training.

Primary External Interactions

• MetLife (US) SME / Trainers for training
• Metlife (US) Supervisors

Organizational Relationships

Reports To: Assistant Manager – IB Ops Annuities

Supervises: 0

Skills

Technical Skills

• Good computer navigation skills
• Good keyboarding speed -Basic computer skills, (lotus notes, windows) keying – speed and accuracy, communication skills –written required.

Process Specific Skills

• Knowledge of Insurance principles in relation to the US Insurance industry
• Knowledge about US Culture
• Understand needs & requirements of IB Ops Annuities Post Issue environment
• Understand & operate MetLife systems efficiently.

Soft skills (Minimum)

• Communication skills – should be able to read, interpret business documents.
• Possesses positive attitude to create an “easy to do business with" environment for MetLife internal/external customers.
• Escalate issues if required
• Team work/ Managing Self / Adaptability
• Ability to work successfully in production driven environment
• Adaptability to change
• Ability to work on routine/standardized transactions
• Customer Service Orientation – Possess desire and focus efforts on discovering, meeting and exceeding the customer or client’s needs.

Soft Skills (Desired)

• Self disciplined and result oriented
• Ability to multi task and should have the ability to adapt to and work effectively with a variety of situations, individuals, or groups. 

Education Requirements

High School Diploma required and graduation (preferably in commerce).

Encouraged to sit for LOMA and received AAPA

Work Experience Requirements

Minimum six months of work experience in a related field is required. Experience in Insurance organizations, Banks shall be preferred. 

Fresher can be considered