Responsibilities
- Establishing operations for new business locations across various districts
- Coordinating the processing of applications among employers, employees, and insurance carriers
- Maintaining and updating the customer relationship management system as required
- Analyzing current workflows and designing strategies for automation
- Working alongside engineers to execute process enhancements
- Supporting the financial operations team with reconciliation of benefit plans
- Examining and documenting financial inconsistencies involving payments, commissions, and transactions
- Communicating with employers and insurers to facilitate seamless policy renewals
- Collaborating with customer success to enhance renewal procedures
- Handling changes to insurance policies such as new enrollments, terminations, dependent updates, and cancellations
- Partnering with customer success and technical teams to optimize and automate operational workflows
Benefits
- Work-from-home allowance to cover home office setup and ongoing remote work expenses
- Generous paid leave policy that encourages rest and recovery after periods of high productivity
- Annual company-wide retreat and dedicated team-specific offsites for collaboration and team building
Benefits
- Kota Benefits WFH stipend to support your home office needs
- Generous Paid Time Off - work hard and take the time you need
- Annual company-wide offsite and dedicated team offsite
Other
- Equal opportunity employer
- Does not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status
