Key Responsibilities Basic Functions
- Reconcile invoices received from accounts/payroll accurately and on time, following SOPs outlined in the client’s Learning Management System.
- Process refunds correctly, ensuring they are issued to the appropriate payees as per SOPs.
- Communicate effectively with clients via email and MS Teams, providing timely and accurate responses.
- Must have basis MS Excel knowledge for premium calculation, reconciliation, analysis, and reporting.
- Consistently meet performance targets and SLA metrics defined by the client.
Essential Functions
- Ensure compliance with quality standards and rectify any errors identified by quality auditors within 48 business hours.
- Provide relevant performance data to supervisors for individual and process-level analysis.
- Maintain high standards of transaction quality and accuracy.
Primary Internal Interactions
- Assistant Manager – Operations: For performance reporting, feedback, and support.
- Manager For escalation and resolution of unresolved issues.
- Team Members For collaboration and process-related clarifications.
- SME/Process Trainer For training and upskilling as needed.
Primary External Interactions
- Client Managers, Account Coordinators and Supervisorsat client end for the purpose of seeking clarifications, answering queries and providing the required information to reconcile the invoices.
- Client Trainers For training and process updates.
- Onshore Supervisors and SMEs Via email and calls for operational coordination.
- Customers Through formal letters for communication purposes.
Skills & Competencies Technical Skills
- Basic IT proficiency and comfort with computer systems.
- Typing speed of 30–40 WPM with 95% accuracy.
- Proficient in MS Excel, Word, and Outlook.
Process-Specific Skills
- Strong English comprehension and writing skills.
- Effective email communication and free-form letter writing.
- Basic accounting knowledge (e.g., averages, percentages, ratios, debit/credit entries, reconciliation).
- Attention to detail and accuracy in transaction handling.
- Exposure to cash application and reconciliation (preferred).
- Experience in back-office operations, preferably in US life or health insurance.
Soft Skills
- Attention to Detail: Precision in reconciliation and transaction handling.
- Drive for Results: Consistently meets or exceeds performance goals.
- Interpersonal Savvy: Builds effective relationships across teams and clients.
- Learning Agility: Quickly adapts to new challenges and processes.
- Problem Solving: Applies logical methods to resolve complex issues.
- Time Management: Prioritizes tasks efficiently to maximize productivity.
Qualifications
- Education: Graduate in any discipline.
- Experience: 0–6 months in insurance back-office operations preferred, especially in premium/cash application, data handling, accounting, and Excel-based analysis.
They manage office systems, coordinate schedules, provide administrative support, supervise staff, prepare reports, implement policies, and maintain effective communication within the organization
Bachelor's Degree- Commerce
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.
