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

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.

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.