Insurance Associate

Process Details Primary Responsibility:

Process payments on behalf of Institutional MLM Group A customers and Voluntary benefits – GUL, LRK, AARP, LAPSE


Process bills / invoices and allocate cash.
Research website to review backup documentation.
Apply payments.
Send request for additional/missing information.
Process identified suspense items distributed by Tampa RPA’s.
Reconcile bank deposits to ensure items received daily are correct
Daily reporting of volumes
Notify Business of issues
Knowledge skills competency required:

Demonstrated ability to learn quickly and willingness to obtain
functional knowledge and understanding of business procedure and policies.
0 months to 2.5 year of customer service/ Data Entry experience
College graduate
Good verbal written communication skills.
Demonstrated ability to work in a team environment to improve the delivery of service to internal and external customers.
Strong organizational skills.
Demonstrated ability to manage stress
Basic computer skill
Ability to work various shifts within hours of operation. Flexibility is a must, as your shift can/will change to meet business needs.
Should have Problem Solving/Analytical Ability along with Judgment and Decision Making skills

Minimum Qualification:

Education Requirements
Bachelor’s degree (Any Stream) or diploma with a minimum of 15 years of education.

( Candidates with B.Tech, MBA, BCA, or with any technical education would not be required)


Minimum Experience:

Minimum 18 months experience in BPO industry.


Technical Skills:

Computer navigation skills
Keyboarding and data entry speed (minimum 20 wpm with +0% accuracy)
Working knowledge of MS Excel and MS Word.
Understands basic principles of accounting. (Preferred)

Process Specific Skills:

Effective communicator / Speaks clearly succinctly.
Strong understanding and comprehension of the English language
Knowledge of Insurance principles in relation to the US Insurance industry
Knowledge about US Culture

Soft skills (Minimum):

Communication skills – should be able to read, interpret business documents. Good oral/written communication
Analytical and interpersonal skills
Escalate issues if required
Data gathering ability/ Eye for detail
Team work/ Managing Self / Adaptability
Ability to work successfully in production driven environment
Adaptability to change
Ability to work on routine/standardized transactions

Soft Skills (Desired):

Self disciplined and result oriented
Ability to multi task
Ability to work effectively as part of a team Read more