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Job Description
Structured overview of role & requirementsAbout This Role
Manage placement and endorsement of insurance policies with insurers, ensuring adherence to agreed timelines and documentation standards.
Collect, review, and validate client documents for accuracy and completeness; proactively follow up to maintain turnaround times.
Maintain and update Salesforce dashboards and track data accuracy across client, operations, and insurer records.
Minimum Requirements
2 to 6 years experience in Sales Operations or Account Management within the insurance industry preferred.
Strong communication skills and ability to manage documentation requirements across multiple insurers.
Experience with Salesforce or similar CRM systems implied but not explicitly stated.
Work Experience Required: 2-6 years in insurance-related operations or account management.
Ideal Candidate Profile
Detail-oriented and obsessively organized, capable of managing multiple documentation processes with accuracy.
Skilled in proactive problem identification and escalation within operational workflows.
Experienced in cross-functional collaboration both internally and externally, able to build strong relationships.