Insurance Associate_Sales Comp Admin Holdings

Description and Requirements
Job Description- JD - Sales Comp Admin Holdings
Position Title, Responsibility Level
Associate/Sr. Associate
Function
Operations
Reports to
Assistant Manager/
Team Leader
Permanent/ Temporary
Permanent
Span of Control
None
Location
GOSC Jaipur
Business Type
Non Voice
Business Complexity
T3, C2
Basic Function

• Initiating Agent Add/Change/Remove request submitted by the policy holder and resolving the related queries/escalations for assigned brokers varying complexity.
• Meets quality and customer service expectation levels set by the organization guidelines.

Essential Functions

• Review of the Servicing change agent and form for acceptability,
• Updating systems with servicing broker and send external confirmation communication email.
• Implement corrective actions, as needed, to ensure correct broker details.

Primary Internal Interactions

• AM/TL for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support as well as associate development.
• Manager for the purpose of settling issues left unresolved by the AM/TL and monthly evaluation of performance.
• Quality Compliance Analyst (QCA) for the purpose of feedback and audit.
• Trainers for the purpose of pre-process and process training.

Primary External Interactions

• MetLife Subject Matter Experts for the purpose of seeking missing information.
• MetLife Subject Matter Expert for the purpose of work related issues and escalated transactions.

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