Senior Insurance Associate_Schedule A

Description and Requirements
Job Description - Schedule A
Position Title: Associate/Sr. Associate
Function, Responsibility Level:
Operations, Associate
Reports to (Responsibility Level): TL / AM / UM
Supervises: NA
Location: Jaipur
Global Grade:
08M
Cost Center:
Complexity:
T4C3
PID/s Load Mapping:
NA
Position Summary
Basic Function
Responsible to create, compile, compare, validate & share findings for the reports/documents to the Stateside.
Meets quality and customer service expectation levels set by the organization guidelines
The key deliverables of the role will include but will not be restricted to the details below:
Essential Functions

• Create and amend the compensation documents
• Calculate the lives and include all the expenses report
• Prepare the tax form report for reporting Net Profit & Loss report from a business
• Review defined frequency Report from email in excel format
• Compare reports by using V-lookups and share findings with Stateside
• Implement corrective actions, as needed, to ensure reports provided
• Analyze and research all discrepancies in excel reports
• Validate the reports and prepare the view for Stateside
• Publish reports (in excel format) post consolidation
• Build excellent business relationship with customer groups, peers and seniors
• Able to work as a team-player in the business functions

• Work on continuous process improvement to simplify activities

Knowledge, Skills and Abilities
Education

• Bachelor's degree (Any Stream) or diploma with a minimum of 15 years of education

Experience

• Professional with 2-3 years of work experience in BPO industry preferably under Insurance

Knowledge and skills (general and technical)

• Computer navigation skills
• Keyboarding and data entry speed (minimum 30 wpm with 90% accuracy)
• Good knowledge of Basic & advance MS Excel (specially Lookups)
• Exposure to multiple mainframe and web systems

• Good analytical skills with an ability to research & take decision to resolve problems in reporting

• Preferred to have experience of reporting
• Knowledge of Insurance principles in relation to the US Insurance industry
• Knowledge about US Culture
• Strong organizational skills
• Good communication skills both written & Verbal
• Email writing
• Demonstrate ability to work independently and in a team environment
• Self-disciplined and results oriented
• Ability to multitask
• English language skill - should be able to read, comprehend and write correctly
• Must be opened to working in shifts

Other Requirements (licenses, certifications, specialized training - if required)

• Good computer navigation skills
• Good keyboarding speed
• Good knowledge of complete MS Office suite

Working Relationships
Internal Contacts
(And purpose of relationship):

• AM/TL for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support as well as associate development.
• Manager for the purpose of settling issues left unresolved by the AM/TL and monthly evaluation of performance.
• Quality Compliance Analyst (QCA) for the purpose of feedback and audit.
• Trainers for the purpose of pre-process and process training.

External Contacts
(And purpose of relationship) - If Applicable

• MetLife Subject Matter Experts for the purpose of seeking missing information.
• MetLife Subject Matter Expert for the purpose of work-related issues and escalated transactions.

Enclosures:
MetLife Values:
Our purpose and values
Our purpose is why we are in business and reflects what we stand for and believe in. Our purpose is to help people pursue more from life . Our values are how we achieve that purpose, through an expression of who we are, what we stand for as a company and how we conduct our business :
Put Customers First
Caring for and respecting customers is core to everything we do. It defines our work and shapes the culture for our people, radiating out to our shareholders and communities.
Be The Best
We are relentless in our search for new and better ways of doing things. As a leader in our industry, we constantly raise the bar, take calculated risks and learn quickly from our mistakes.
Make Things Easier
Products in our industry aren't always easy to understand. That's why we are always looking for simpler ways to connect customers to the best solutions. By doing this, we aim to exceed their expectations and build trust.
Succeed Together
United by our purpose, we live by a collective commitment to honesty, integrity and diversity. We are open and inclusive, proudly taking and applying the best ideas from every part of our company.
#BI-Hybrid