INFOPARK

Finance Executive - Accounts Receivables

Job purpose
We are looking for energetic and self-motivated Finance professionals who will be responsible for receiving, posting and depositing customer payments; direct bill commissions cash receipts, researching and solving payment discrepancies.

Duties and responsibilities
Responsibilities
- Regular follow up with Customers for payment collections as per the process.
- Payment allocation to the customer account
- Application of payments in the customer account
- Processes checks payable to the company's trust and operating accounts;
- Deposits checks and posts to appropriate customer accounts or general ledger accounts;
- Deposits direct bill cash receipts, based on the accompanying statements, posts commissions to the direct bill cash receipts screen;
- Researches all commissions received without policy number to determine which Producer should receive commission;
- Follows up with insurance companies related to unpaid commissions or other accounting problems that arise within the scope of the position
- Handles all requests for account corrections and/or transfers
- Prepares and distributes daily Cash Receipts to Producers
- Prepares month end reconciliations and reports
- Notifies Account Managers of all NSF checks and stop payments
- Other duties as assigned
- Follow up of rejected transactions
- Prepare reports on the status of credit and collection activities to minimize outstanding debt.
Analytical/Decision Making Responsibilities:
- Billing related role involves analysing & review of billable data, impact on revenue, raising of invoices.

Qualifications:
Bachelor’s degree from a reputed university
Desired Skills & with 4 plus years experience
Proficient Excel skills
Analytical mind Result oriented
Good written and verbal communication skills
Good Presentation Skills.

Weekly OFF

Fixed Friday OFF & Alternative Saturday OFF

Senior Recruiter - Non IT

Job purpose
The Recruiter position is responsible to collaborate with department managers on a regular basis
and proactively identify future hiring needs. Recruiter should also be able to attract candidates
using various sources, like social media networks, job portals and other networks. Our ideal
recruiter should have work experience in screening, interviewing and assessing candidates.

Key duties & responsibilities
Design and implement overall recruiting strategy
Develop and update job descriptions and job specifications
Perform job and task analysis to document job requirements and objectives
Prepare recruitment materials and post jobs to appropriate job board/portals/colleges etc
Source and recruit candidates by using databases, social media etc
Screen candidates resumes and job applications
Conduct interviews using various reliable recruiting and selection tools/methods to filter
candidates within schedule
Assess applicants’ relevant knowledge, skills, soft skills, experience and aptitudes
Onboard new employees in order to become fully integrated
Monitor and apply HR recruiting best practices
Provide analytical and well documented recruiting reports
Act as a point of contact and build influential candidate relationships during the selection process
Promote company’s reputation as “best place to work”

Qualifications
Education: MBA in HR stream/ Graduation in any stream with minimum 50%

Skills:
Additional requirements
Proven work experience as a Recruiter (either an in-house recruiter or a staffing agency recruiter)
Solid ability to conduct different types of interviews (structured, competency-based, stress etc)
Hands on experience with various selection processes (video interviewing, phone interviewing, reference check etc)
Ability to organize skills assessment centers
Familiarity with HR databases, Applicant Tracking Systems (ATS) and Candidate Management Systems (CMS)
Excellent communication and interpersonal skills
Strong decision-making skills

Operations Executive - Medical Endorsements

Job Summary
We are seeking a proactive and customer-focused Operations Executive to lead client onboarding, manage post-sales medical support, and drive ongoing customer engagement for our insurance broker clients. This role involves guiding new clients through their initial policy onboarding, ensuring a seamless post-purchase experience, and maintaining high levels of client satisfaction throughout their journey. The Operations Executive will play a critical role in improving customer retention by ensuring that clients understand their policies, can navigate the claims process, and have a positive, supportive relationship with our company.

Key Responsibilities
Client Onboarding

Coordinate and execute the client onboarding process, ensuring a smooth and positive start to the customer relationship.
Conduct comprehensive onboarding sessions to introduce clients to their medical insurance policies, covering policy details, benefits, and claims processes.
Set up and verify all customer information in the company’s CRM or database to ensure accurate record-keeping from the start.
Post-Sales Customer Engagement

Serve as the main point of contact for clients after they’ve purchased medical insurance policies, offering ongoing guidance and support.
Build and maintain strong relationships with clients, checking in periodically to reinforce policy understanding and maximize customer satisfaction.
Send timely follow-ups to address any questions, ensure policy access, and offer assistance with any changes or updates clients may need.
Claims Assistance and Coordination

Support clients through the claims process, explaining documentation requirements, assisting with paperwork, and liaising with insurance providers as needed.
Track and expedite claim statuses, ensuring timely processing and proactive communication of any delays or issues to clients.
Educate clients on common claims-related questions and prepare them to navigate future claims independently.
Customer Issue Resolution

Respond promptly and efficiently to customer inquiries, concerns, or complaints, working to resolve issues and ensure client satisfaction.
Escalate complex issues to management when needed and work to provide timely, satisfactory resolutions.
Monitor common client issues and feedback, identifying areas for improvement in the onboarding and post-sales processes.
Data Management and Reporting

Keep accurate records of client interactions, claims statuses, and service requests, ensuring all details are logged in the company’s CRM.
Prepare and present regular reports on customer satisfaction, claims processing times, onboarding completion rates, and other key metrics.
Process Improvement

Collaborate with the Sales, Underwriting, and Claims teams to continuously improve client onboarding and engagement workflows.
Proactively suggest and implement process enhancements to increase client satisfaction and retention.
Training and Education

Provide clients with training on how to maximize their medical insurance benefits, navigate claims submission, and understand policy updates.
Stay informed on industry trends, new insurance offerings, and regulatory changes, sharing updates with clients as needed.
Qualifications
Education: Bachelor’s degree in Business Administration, Healthcare Administration, Insurance, or a related field.
Experience:
At least 2-3 years of experience in customer onboarding, post-sales engagement, or customer support, preferably within the insurance or healthcare sectors.
Familiarity with medical insurance policies, client onboarding processes, and claims handling is highly desirable.
Skills and Competencies
Customer-Centric: Demonstrated commitment to providing excellent customer service with a client-first approach.
Communication: Outstanding written and verbal communication skills, capable of explaining complex insurance concepts in an understandable manner.
Organizational Skills: Excellent time management and organizational skills to manage multiple client accounts, onboarding tasks, and follow-ups.
Problem-Solving: Strong ability to resolve issues quickly and effectively, ensuring customer satisfaction and smooth post-sales experiences.
Tech-Savvy: Proficient in CRM software, Microsoft Office, and other digital tools for efficient data management and client tracking.
Preferred Qualities
Empathetic and patient approach to onboarding and customer service.
Self-motivated, proactive, and detail-oriented.
Knowledge of healthcare regulations and medical insurance industry practices is a plus.

Operations Executive - Medical Underwriting (Health Insurance Industry)

JOB TITLE: Medical Operations Executive
DEPARTMENT: Operations & Underwriting
REPORTING TO: Business Head

DUTIES & RESPONSIBILITIES
? Review client inquiries and generate quotations from SME/Individual portals.
? Responsible for policy onboarding and member enrollment processes.
? Handle member additions/deletions and invoicing procedures.
? Coordinate with Third-Party Administrators (TPAs) and other stakeholders for policy processing
? Reviewing underwriting documents and MAF (Medical Application Forms), ensuring accuracy and compliance.
? Coordinate with brokers/clients to efficiently collect necessary documents.
? Oversee the member enrollment and activation process, ensuring its smooth execution.
? Validate documents to maintain data accuracy and completeness.
? Coordinate with brokers/clients for policy onboardings and endorsements