Job Description
Review and validate insurance documents submitted with customer applications.
Ensure all required documentation is complete, accurate, and compliant with internal guidelines and regulatory standards.
Cross-verify submitted documents with application data for consistency and authenticity.
Strong attention to detail and analytical mindset
Knowledge of insurance documentation and compliance requirements
Good understanding of audit/checklist-based processes
Effective communication skills for stakeholder coordination
Ability to identify discrepancies and make informed decisions
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Qualifications
-7 - 10 years of business operations, customer operations, sales operations experience or systems integration environment
-Understanding of ADP Business and Products is a must, exposure to Finance, Sales Ops, System Integration is an added plus.
-Ability to assess problems in a structured fashion and identify key issues to solve.
-Work well under pressure, with intense prioritization along with timely and transparent communication.
-Excellent written and verbal communication skills.
-Ability to partner with Sales and other internal cross-functional teams, such as Finance, Legal, and Pricing.
-Ability to work in a fast-paced, performance-based environment and meet deadlines.