Opportunity Description
Job Title: Operations Associate – New Business Transfer Team
Good to know: This role will interview this week and start August 3rd. Sooner we can meet the better!
Job Description
The Operations Associate in New Business Transfer Follow-Up makes outbound calls to external transfer companies to obtain the status of funds for new business cases and ensure timely, accurate updates. This role requires precise documentation, strong communication skills, and the ability to work independently while consistently meeting daily productivity and quality expectations in a fast-paced environment.
Responsibilities
+ Make outbound status calls to carriers and transfer companies to obtain updates on the status of funds for new business cases.
+ Clearly communicate next steps to external partners and internal stakeholders based on the status of transfers.
+ Document all call outcomes accurately and efficiently in the required systems, ensuring data integrity and c...
Good to know: This role will interview this week and start August 3rd. Sooner we can meet the better!
Job Description
The Operations Associate in New Business Transfer Follow-Up makes outbound calls to external transfer companies to obtain the status of funds for new business cases and ensure timely, accurate updates. This role requires precise documentation, strong communication skills, and the ability to work independently while consistently meeting daily productivity and quality expectations in a fast-paced environment.
Responsibilities
+ Make outbound status calls to carriers and transfer companies to obtain updates on the status of funds for new business cases.
+ Clearly communicate next steps to external partners and internal stakeholders based on the status of transfers.
+ Document all call outcomes accurately and efficiently in the required systems, ensuring data integrity and c...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position