Activity Owner

Job Profile: Operations Associate Email Back-office Processing

• Proficient in basic computer navigation and handling systems
• Good understanding of email writing and communication
• Basic knowledge of MS Excel cut, copy, paste, sort ascending descending
• Ability to review customer requests received via email fax
• Identify missing information as per SOPs and draft emails to Plan Administrators for clarification
• Detail-oriented with focus on accuracy and process adherence
• Open to feedback and continuous improvement
• Willing to work 100% from office and in night shifts

Required Knowledge, Skills, Abilities and or Related Experience

Bachelor s degree with basic computer literacy.
Working knowledge of Microsoft Office, especially Outlook and Excel.
Preference for candidates with experience in Life, Health, or Supplemental Insurance.
Ability to navigate and work across multiple systems and applications.
Effective written communication skills in English.
High attention to detail, particularly when processing transactions.
Capability to deliver high-quality results in a fast-paced, high-volume environment.

Duties and Responsibilities:

• Review customer requests received in bulk for enrollment additions, terminations and change to ensure compliance with contractual terms and risk guidelines.
• Handling unformatted Excel files by converting them into a standardized format, uploading them to client applications, and reviewing for any errors.
• Communicate with PA or internal departments to resolve discrepancies or obtain missing information via email.
• Meet individual and team productivity targets while maintaining accuracy, service quality, and customer data privacy.
• Manage daily work queues effectively to meet service level metrics.
• Collaborate as a team player by offering and receiving feedback, resolving conflicts, supporting colleagues, and providing backup when needed.
• Process applications across various product lines using multiple systems.