Shashikala V

Conduct Comprehensive Background Checks Data Collection and Analysis Compliance and Legal Adherence Communication and Coordination Confidentiality and Data Protection Training and Support

• Perform detailed background checks on candidates, including employment history, educational credentials, criminal records, and credit history.
• Verify accuracy and authenticity of documents and information provided by candidates.
• Collect data from various sources such as online databases, social media, and reference checks.
• Analyze collected data to ensure it is accurate, relevant, and up-to-date.
• Ensure that all background verification processes comply with relevant laws and regulations, such as Fair Credit Reporting Act (FCRA).
• Stay updated on changes in laws and regulations related to background checks.
• Liaise with candidates to gather necessary information and clarify any discrepancies.
• Communicate effectively with internal teams and external clients to provide updates on verification process.
• Collaborate with other departments to ensure a seamless and efficient background verification process.
• Handle all information with strict confidentiality and in accordance with data protection policies.
• Implement best practices for secure handling and storage of sensitive information.
• Provide training and support to new team members on background verification processes and procedures.
• Offer guidance and assistance to colleagues as needed.

Client Management Sales and Business Development Policy Management Coordination and Liaison Customer Service and Support Compliance and Documentation

• Build and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
• Act as primary point of contact for clients, addressing inquiries and resolving any issues promptly.
• Identify and pursue new business opportunities to grow client base and increase revenue.
• Develop and deliver compelling sales presentations to potential clients.
• Negotiate and close insurance deals, ensuring client satisfaction and adherence to company policies.
• Assist clients in selecting appropriate insurance policies based on their needs and risk profiles.
• Review and explain policy terms, conditions, coverage, and exclusions to clients.
• Ensure timely renewal of client insurance policies and provide guidance on policy modifications as needed.
• Coordinate with underwriters, insurance carriers, and other stakeholders to secure competitive quotes and favorable terms for clients.
• Facilitate communication between clients and insurance providers to ensure smooth policy issuance and claims processing.
• Deliver exceptional customer service by responding to client inquiries and providing timely support.
• Assist clients with claims process, ensuring all necessary documentation is submitted and claims are processed efficiently.
• Ensure all client interactions and transactions comply with relevant laws, regulations, and company policies.
• Maintain accurate and up-to-date records of client interactions, policy details, and transaction history.

Customer Interaction

• Handle incoming calls, emails, and chat inquiries from customers promptly and courteously.
• Provide accurate information about products and services, addressing customer questions and concerns.
• Resolve customer issues efficiently, ensuring a high level of customer satisfaction.

Problem Resolution

• Diagnose and troubleshoot service problems reported by customers.
• Escalate complex issues to higher-level support or management when necessary.
• Follow up with customers to ensure their issues are resolved and they are satisfied with service.

Process Adherence

• Adhere to standard operating procedures and guidelines for customer service.
• Maintain compliance with company policies and industry regulations.
• Ensure proper documentation and recording of customer interactions in CRM system.

Product Knowledge

• Stay informed about company’s products and services to provide accurate and up-to-date information to customers.
• Participate in training sessions to enhance product knowledge and customer service skills.

Customer Relationship Management

• Build and maintain positive relationships with customers through effective communication and problem-solving.
• Identify opportunities to upsell or cross-sell additional products and services to customers.

Team Collaboration

• Collaborate with team members to share knowledge and best practices.
• Participate in team meetings and training sessions to stay updated on company policies and procedures.