Description

Support and assist the onshore team, collaborating with the insurance underwriting department. Interact professionally with onshore/offshore teams and customers via email and calls. Process transactions and conduct outreach calls to insured/provider/facility following standard work and SOP. Prioritize transactions based on detailed guidelines to meet SLA. Maintain key records such as working files and emails for reference and audit purposes. Handle basic day-to-day Excel requirements.

Managing Policyholder's Information. 

*The first step in managing policyholder information is to establish security measures to protect the data from unauthorized access and ensure compliance with relevant data protection regulations.

Follow up with policyholders to process the claim. 

Following up with policyholders to process their claims is an essential step in providing excellent customer service and fulfilling the obligations of the insurance company. This involves promptly contacting policyholders after a claim has been submitted to gather any additional information needed, provide updates on the claim's status, and address any questions or concerns they may have. Effective communication and timely follow-up help ensure a smooth and satisfactory claims experience for policyholders.

Creating letters to send through mailing addresses.

When crafting letters for policyholders, ensure clarity and personalization in the content, addressing them by name and tailoring the message to their specific needs. Clearly outline any necessary actions and provide contact information for further assistance. Format the letter professionally, proofread diligently, and send it through the mail with accuracy and attention to detail.

Here's the required information to process their claims. 

Using Outlook to send letters to policyholders involves composing a new email, entering the recipient's email address, writing the letter's content, formatting it, attaching any necessary files, proofreading, and sending. If sending physical letters, draft the content in Outlook, print it out, and mail it.