Operations Executive - Medical Insurance

AFIA Insurance Brokerage Services

Multiple Cities, Pakistan

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Posted Mar 07, 2023 283 views Report Job

PKR. 90,000 - 100,000/Month

We are interviewing for an Operations Executive - Medical Insurance as a home based position to start immediately. We are looking for someone with an insurance background who will support a Sales Advisor in selling health insurance to clients in the UAE. The main tasks are to assist the Sales process with back-office and administrative work. In order to qualify for the role, you should be available for the working hours and days and interested in a long-term committed project.

Job Description

Prepare accurate and competitive quotations to match the Advisor’s strategy on each insurance inquiry in a prompt manner
Navigate through portals with ease and efficiency to generate and procure terms
Provide any administrative support on reports, email the customer with documents, and follow the company's workflow process
Assist the Sales Advisor with preparing reports, follow-ups, maintaining documentation
Collects, reviews and follows up on client information and documents by attending to or making telephone calls; and verifying information & assigning leads.
Determines eligibility by comparing client information to requirements.
Informs clients by assisting with the after-confirmation process and application procedures.
Reviews applications documents and ensures complete set of documents and information is available and organized
Completes KYC, TransApp requirements and verify all clients’ documents are valid, well organized and in line with the protocol for approval for policy issuance
Communicates with insurers for the Underwriters’ applications and manages portal applications
Keeps track of the applications based on the TAT and ensures payments are completed and tracked
Releases policy documents to the clients and maintains an organized system for issued policies
Organizes policy documents for booking and uploads required documents for invoicing
Maintaining and responsible for accurate monthly business report

Skills and background: IT savvy, attentive to details to provide accurate quotations to the client Sales coordination and customer sales admin support experience of at least 2 years is a plus

Confident in providing prompt and consistent administrative and back-office support on quotations, inquiries, policies issuance, etc.
Strong attention to detail and a keen sense of urgency in preparing official quotations and documents
Excellent organizational skills with the ability to manage and prioritize own workload whilst adhering to tight and pressing deadlines
Positive, prompt, energetic, eager to learn and take on new tasks with enthusiasm
Open to constructive feedback Can easily learn and multi-task in different systems, portals, and applications used in the pre-sales process
Ability to learn and adapt quickly, and thrive in a high-pressure environment Ability to work on own initiative as well as being a team player
Minimum 30 wpm and 96% accuracy

Looking forward to hearing back from you in order to complete the next stage of the hiring process