Assists with report preparation initiatives to for various internal colleagues and data entry and oversight for internal databases and reference areas.

Works to contribute to the achievement of Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and business objectives

Supports team members by ensuring the timely and accurate production and tracking of invoices and pricing estimates and ensuing documentation.

Collaborates with colleagues to field basic transactional or operational requests and gain insight regarding the reception of existing processes and transactional channels.

Provides support for risk management identification processes and procedures.

Supports senior level colleagues with special projects or initiatives by assisting with delivering changes and reporting on related performance.

Handles basic procedural or operations related Insurance claims inquiries to maximize product and function value.

Ensures quality delivery of services and full compliance with quality and operational standards.

Possesses a basic understanding of the insurance business and the regulatory environment and the related procedural requirements for brokers and other key insurance agreement players.

Tagged as: Finance

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