Adoption Process Coordinator
1 month ago
We are a leading organization in the Retail Distribution sector, dedicated to delivering exceptional services to our clients. Our team is passionate about ensuring seamless adoption processes for orphan policies, reducing orphans, and enhancing customer satisfaction.
Job Title: Adoption Process CoordinatorJob Summary:The Adoption Process Coordinator plays a vital role in ensuring the smooth execution of interim orphan adoption activities across all Retail Distribution channels. This position entails coordinating with various stakeholders to adopt orphan policies efficiently, reducing orphans, and enhancing customer satisfaction.
Key Responsibilities:- Coordinate with Distribution Campaigns Execution team, RD Channel PICs, and other relevant stakeholders to ensure effective adoption of orphan policies.
- Ensure timely delivery of email and SMS communications to distributors and policy owners on processed transfers of business (TOB).
- Deliver expected work outputs as assigned by the Orphan Management Lead, including sending orphan lists to Sales Managers/Branch Heads, assigning new servicing distributors, and performing regular tracking and monitoring of transferred policies.
- Proficient in MS Office applications, especially MS Excel.
- Excellent interpersonal and communication skills (oral and written).
- A minimum of 2 years of experience in data management and analysis.
- 2 years of experience in ensuring accurate monitoring of policy transfers and identifying areas for improvement.
- Proven experience in coordinating with relevant stakeholders to facilitate smooth operational tasks.
- Prior experience with automated systems or software for managing policy transfer is a plus.
$60,000 - $80,000 per annum, depending on location and qualifications.
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