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Job Description
Structured overview of role & requirementsAbout This Role
Manage policy and process endorsements with insurers ensuring adherence to agreed timelines.
Review, validate, and follow up on client-submitted documents to maintain accuracy and completeness according to placement/endorsement checklists.
Update and monitor Salesforce dashboards daily to track placement and endorsement compliance and data accuracy.
Minimum Requirements
1-3 years of experience in Client Services or Operations.
Strong verbal and written communication skills.
Detail-oriented with obsessive organizational skills.
Work Experience Required: 1-3 years in related roles.
Ideal Candidate Profile
Experienced in client-facing operations with the ability to handle process compliance and documentation rigorously.
Capable of working cross-functionally and maintaining strong relationships internally and with external clients and insurers.
Comfortable operating in a fast-paced, meritocratic environment with accountability for precise execution and proactive issue escalation.