Lead Assistant Manager

• Have basic insurance and accounting knowledge and working knowledge of Agency Billing and Direct Bill as part of agency billing landscape

• Understanding of Direct Billing & Agency Billing, Bill Date, Due Date, Fee Waives, Earned Premium and Cancellation & Reinstatement

• Understanding of Aging, past due & Delinquency reporting

• Assign work to the team members daily

• Review daily transactions & monitor completion of work

• Team management and Transaction Monitoring

• Improve efficiency

• Error analysis, volume trend analysis and mailbox management

• Client interaction, if required at supervisory level

• Ensure compliance with internal policies and procedures, external regulations and information security standards

• Management reporting and oversight

• Leading a team of executives for checking, verifying, and validating data to ensure all details are correctly mentioned

• Driving Quality initiatives in the process to attain measurable positive results

• Create reports on a daily, weekly & monthly basis for performance review with the onshore team

• Conduct quality audits from a sample of transactions

• Onboard any new team member & complete training

• Understanding of Aging, past due & Delinquency reporting

• Hold regular feedback & coaching sessions with the team

• Communicate with the internal teams within the client area for any further information required for completing transactions

• Capture metrics in the process & analyze trends to take proactive measures

• Have business reviews with the clients & internal management

• Ensure the quality of the transactions is in compliance with predefined parameters

• Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns

• Understanding of Insurance Finance and Accounting

• Working knowledge of Agency Billing and Direct Bill as part of agency billing landscape

• Ability to match/ reconcile 2 datasets

• Ability to identify inefficient/ineffective processes and develop recommendations to enhance controls and efficiency.

• Providing coaching and feedback to team members to enable them to improve their performance

• Handling Escalation and client queries

• Provide inputs on process and system to the team

• Excellent Communication Skills

Bachelor Degree