Business Process Coordinator Senior
2 days ago
- Lead the implementation process for all new sold business, establishing protocols and communication modes for a successful onboarding experience for customers.
- Partner with sales, broker, and internal departments for a flawless new case setup.
- Obtain and review all sold case documents necessary to implement a group.
- Review group information and gather all customer data necessary to set up new lines of business in RSL systems.
- Work closely with Policy Administration Specialists for system setup.
- Manage first bill through fourth bill cycle for accuracy and premium payment receipt.
- Bachelor's Degree (BS/BA).
- Group Life and Health License preferred.
- Two years of group insurance experience in an identical or similar position.
- Self-driven, motivated individual with a consultative mindset and excellent skills at building strong relationships.
- Excellent written/verbal communication and customer diplomacy skills.
- Proven ability to multi-task, deliver superior customer service, deal with tight deadlines, and demonstrate superior analytical and problem-solving skills.
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