Genpact

Controller

• Enter data accurately and efficiently, ensuring quality checks on cash receipts, support data cleansing and mass change processing projects.
• Handle premium collections, check deposits, direct debits, commission payments, discounts, and overpayments.
• Reconcile client and broker account differences, disburse cash, recover overdue debts, and manage brokers and partners based on contract nature or intermediaries.
• Deliver exceptional service standards and key performance indicators (KPIs).
• Liaise with internal and external parties to resolve queries within deadlines.
• Distribute monthly statements of overdue accounts to clients and resolve questions promptly.
• Input regulations into the computer system, manage unpaid items, oversee procedures, and clear outstanding financial movements.
• Analyze aging reports and allocated portfolios.
• Maintain and develop technical knowledge and expertise, contributing to best practices and procedural support.
• Provide support, mentoring, and guidance as needed.
• Participate in continuous improvement initiatives.

Senior Credit Controller, French

Customer Support

• Customer service through electronic channels.
• Being able to communicate effectively both verbally and in writing.
• Able to sense other people’s emotions and provide the answer or support based on their needs.
• Have a high-level tolerance without losing temper or being irritated by the day-to-day situation.
• Easy adjust to changing scenarios regarding ways of working.
• Going beyond simply hearing the words that the other person speaks. Trying to focus on the needs and provide the right solution.
• Receiving and placing customer orders for the in-scope products/services (leasing, credit, bank accounts);
• Projecting a positive image of the company and brand.
• Implementing changes using your creativity and focus on process improvement.
• Correct and complete documentation of all customer interactions. Having a good ‘know-how’ of the entire process.
• Using time effectively and prioritize the daily tasks accordingly.
• Sharing with all team members any relevant knowledge obtained through customer interactions.
• Attending training sessions.
• Arranging working schedules with colleagues flexibly, according to business needs.
• Successfully completing the training plan and passing the process knowledge test (PKT) on a regular basis.
• Providing assistance to new colleagues whenever possible.
• Inform the process trainers and the management team whenever the information in an SOP is identified as out-of-date.
• Able to use tools such excel, word, PowerPoint - as per the business and process requirements.

Senior Process Associate – Customer Service, Dutch

• Ensure the deployment of the Global Business Platform.
• Assist in performing As Is analysis during Solution Identification phase.
• Collects required information for the Change Impact analysis and facilitates impact analysis execution and resolution.
• Assists in successfully closing of gaps between “as is” and “to be” situation.
• Provides expert knowledge of the subject area and the project methodology.
• Writes and reviews level 5 Standard Operation Procedures (SOPs).
• Support development of User Acceptance Test (UAT) scenarios and test scripts.
• Support and co-ordinate User Access Testing (UAT)
• Develops and coordinates communication materials related to New Ways of Working.
• Identifies training needs and conducts trainings for end users.
• Provides inputs for Toll Gate decks (milestones). Logs risks and issues that appear during configuration, training or other activities and follows through on resolution of those issues.
• Performs analysis during Ramp-up phase and proposes corrective actions.
• Identifies improvement opportunities and integrate best practices for future resolution.
• Captures lessons learned and best practices from each implementation and integrates them into future impact resolution/improvement roadmaps.
• Ensures adequate hand over to Business as Usual (BAU) after Stabilization phase.

TAX Platform Deployment Specialist – SAP VAT and Excise Taxation – Assistant Manager

Manager

• The Assistant Manager oversees RTR delivery for assigned entities/regions
• Ensures compliance, drives efficiencies, manages a team, and partners with other finance and business functions
• Preparation and Manage team’s execution of journal entries, reconciliations, and reporting
• Review and approve financial statements for accuracy
• Ensure compliance with SOX/internal controls and accounting standards
• Collaborate with Tax, Treasury, FP&A, and auditors
• Lead month-end close governance meetings
• Drive automation and standardization initiatives
• Develop team capabilities and succession planning
• SLA/KPI adherence for RTR delivery
• Team engagement and performance
• Successful audits with minimal findings

Record to Report – Assistant Manager – English

Senior Credit Controller, Insurance, French

Administration

• Office based administration work to ensure high quality and efficient processing of administration requests with specific analysis, from a range of stakeholders including external brokers and end clients as well as internal underwriting teams
• Key entry point for all escalations with external and internal stakeholders by answering all questions which fall within the Admin scope, and determine and execute the transfer of all other questions to the relevant departments/roles
• Be a liaison between Policy Administrators, Team Coordinators and Team Leaders
• Accurate, timely and efficient data entry of insurance risks as per the client standards to achieve Service Excellence, as well as general administrative duties
• Delivers exceptional service standards/KPI’s
• Be a backup to Team Coordinator by helping to keep the relevant KPIs updated and perform analysis and preparation of management information reports as requested using various reporting tolls and methods
• Participate and provide support to process improvement projects
• Contributing to technical support and procedural best practice and support
• Provide new ideas and support the Management Team regarding execution
• Accountable to have a backup for your senior tasks (within admins).
• Perform more complex and time-consuming tasks
• Act as point of reference for technical and procedural best practice for other team members within the Policy Administration Team
• Support new staff training and actively participate on new tasks transition
• Maintain and update process documentation

Senior Process Associate – Insurance Policy Administration, German

• Ensure the deployment of the Global Business Platform.
• Assist in performing As Is analysis during Solution Identification phase.
• Collects required information for the Change Impact analysis and facilitates impact analysis execution and resolution. Assists in successfully closing of gaps between “as is” and “to be” situation.
• Provides expert knowledge of the subject area and the project methodology.
• Writes and reviews level 5 Standard Operation Procedures (SOPs).
• Support development of User Acceptance Test (UAT) scenarios and test scripts.
• Support and co-ordinate User Access Testing (UAT)
• Develops and coordinates communication materials related to New Ways of Working.
• Identifies training needs and conducts trainings for end users.
• Provides inputs for Toll Gate decks (milestones). Logs risks and issues that appear during configuration, training or other activities and follows through on resolution of those issues.
• Performs analysis during Ramp-up phase and proposes corrective actions.
• Identifies improvement opportunities and integrate best practices for future resolution.
• Captures lessons learned and best practices from each implementation and integrates them into future impact resolution/improvement roadmaps.
• Ensures adequate hand over to Business as Usual (BAU) after Stabilization phase.

Tax Platform Deployment Specialist – SAP VAT, Excise Taxation – Assistant Manager

Sales

• Build and execute a year-round regional sales and agent recruitment strategy.
• Maintain strong relationships with agents, brokers, and carrier partners within the assigned territory.
• Support grassroots marketing, community outreach, and local enrollment events.
• Train agents on Agility Insurance Services’ products, services, and compliance expectations.
• Represent Agility Insurance Services at community events and enrollment centers.
• Manage local event budgets, enrollment materials, and promotional resources.
• Partner with the Director of Partnerships & Community Engagement to staff enrollment centers in key neighborhoods.
• Communicate plan offerings and sales updates internally and externally.
• Collaborate with sales operations for sales tracking, reporting, and market analysis.
• Work with the Producer Support Team to ensure agent satisfaction and retention.
• Ensure compliance with CMS, State, and Federal guidelines.
• Travel throughout assigned territory to support agent engagement and sales growth.