Processing Assistant

POSITION PURPOSE:

Ensure the registration and management changes to policyholders' policies according to the terms in which they will be issued following the internal established parameters.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

• Receive, enter, and send to the medical department applications for new businesses or changes within a maximum period of 24 hours.
• Follow up on pending information cases
• Accept changes to existing policies that do not require medical evaluation. (Discounts, change in payment frequency, change of option/plan)
• Manage policy changes
• Transfers, changes in new business generated, re-evaluations, policy consolidation, plan changes, deductibles, and inclusion of dependents
• Maintain the TAT and improve response times to agencies. Close cases before the application deadline.