- Review incoming Clearance, Rating, Binding, Endorsement requests from brokers, agents, Insureds and Underwriters
- Extract data accurately as required by the SOP
- Complete notification (via system or email) to downstream team(s) and/or customer as per SOP
- Must have experience in insurance back-office processes
- Ensure that the assigned targets in accordance with SLA are met
- Ensure that the quality of the transactions is in compliance with predefined parameters
- Must have fundamental knowledge of US insurance, understand different types of requests received and systems used in insurance processes
- Ensure adherence to established attendance schedules, Company Policies and Procedures
- Detailed knowledge of specific department products, workflows and procedures related to work performed
- Excellent interpretation skills
Business Writing skills
Responsibilities- Review incoming Clearance, Rating, Binding, Endorsement requests from brokers, agents, Insureds and Underwriters
- Extract data accurately as required by the SOP
- Complete notification (via system or email) to downstream team(s) and/or customer as per SOP
- Must have experience in insurance back-office processes
- Ensure that the assigned targets in accordance with SLA are met
- Ensure that the quality of the transactions is in compliance with predefined parameters
- Must have fundamental knowledge of US insurance, understand different types of requests received and systems used in insurance processes
- Ensure adherence to established attendance schedules, Company Policies and Procedures
- Detailed knowledge of specific department products, workflows and procedures related to work performed
- Excellent interpretation skills
Business Writing skills
QualificationsGraduate with 1 - 2 years of relevant experience
Skills Required
- Experience in insurance back-office processes
- Fundamental knowledge of US insurance and types of requests
- Ability to extract data accurately as required by SOP
- Experience completing notifications to downstream teams/customers per SOP
- Ability to meet assigned targets in accordance with SLA
- Ensure transaction quality complies with predefined parameters
- Detailed knowledge of department products, workflows and procedures
- Excellent interpretation skills
- Business writing skills
- Adherence to attendance schedules, company policies and procedures
- Graduate with 1 - 2 years of relevant experience
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
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