Operations Analyst

• Manage and organize the submission/intake email inbox promptly, ensuring all incoming information is processed efficiently.

• Accurately input new submissions and contract details into Excel and Salesforce tracking systems.
• Review, analyze, and handle insurance contracts, ensuring they meet company and compliance standards.
• Set up submission folders in SharePoint and populate them with necessary documentation, including relevant contracts and supporting materials.
• Log and update bound business entries in our Accounts Workbook, maintaining a detailed record of contract status and compliance.
• Conduct daily reviews of the Accounts Workbook entries to ensure accuracy and consistency across all systems.
• Ensure uniformity and accuracy of data and contract information across all company platforms.
• Coordinate with team members for cross-referencing, verification of data, and contract analysis.
• Conduct KYC/AML and Adverse Media checks to uphold compliance with regulatory standards.
• Identify and implement opportunities to streamline data entry, contract analysis, and compliance procedures.
• Maintain comprehensive records and reports of processed submissions, contract activities, and compliance efforts.

Requirements

• Minimum 2 years of data entry experience with a proven track record in a similar role.
• Exemplary organizational and time management skills with an ability to prioritize and manage tasks efficiently.
• Advanced proficiency in all Microsoft Office applications, particularly, Excel, Word, and SharePoint
• Ability to embrace change and swiftly grasp new processes and systems.
• Collaborative team player who can effectively engages with both internal and external stakeholders.
• Self-Motivated and ownership mindset with a demonstrated capabilities of handling multiple, sometimes conflicting, priorities.
• Exceptional attention to detail with a commitment to delivering work with precision and excellence.
• Excellent English proficiency and strong verbal and written communication skills.

Advantageous:

• Familiarity with Salesforce and executing administrative functions within the platform.
• Familiarity with technical insurance terminology and insurance company operational processes.
• Familiarity with analysing insurance contracts or other contract types, with an eye for detail and compliance