Genpact

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 Insurance Policy Administration Trainee – English

Senior Process Associate, Insurance Policy Administration

Operations

• Own the end-to-end CTC process with minimum supervision
• Execution of internal controls in accordance with clients
• Manage Client and Process independently and with minimum supervision
• Should be able to speak to the clients to discuss the input and resolve any queries for disputes
• Reporting - Monthly / Weekly / Daily and Dashboard preparation, review backlog and cycle time reports to improve process flow times
• Actively manage the business continuity plans for the process
• Ability to meet outlined and expected standards of timeliness and accuracy in completion of work, through prioritization of team tasks
• Continuous coaching and developing Assistant Managers & Management Trainees: hire, assess, and document performance
• Support team priorities and initiatives and effectively manage workload
• Team management & negotiation skills. Must have a Problem-solving attitude
• Lookout for automation opportunities to bring efficiency, analytical mindset to identify QPA/RPA opportunities and work with LDT team for implementation
• Confirm that proper escalation procedures are followed according to established business practices
• Should be able to communicate effectively with team and management and identify issues and concerns that may affect the performance of the job and communicate the same to leadership
• Understanding and Reporting of Service Level Agreement
• Deliver the required data for audit purposes
• Drive continuous improvement in key operational metrics through Six Sigma methodologies
• Participate in governance meetings at country / region level; Closely work with the team and ensure right collaboration with the team members properly to meet the deliverables and motivate & help them to develop the process standards
• Making the accounting process controls established through the internal policies
• Participate in any compliance audits and respond to audit queries
• Ensure Key Metric’s are met, and service is delivered to end users as expected

Contract to Cash Operations Manager – Italian

Collections

• Work closely with Team leader and Team members.
• Perform Senior AR Specialist daily activities: complete daily tasks and supports others with coaching on completion of metrics.
• Timely and actively contact external customers regarding unpaid invoices, and do the follow-up based on the case (inbound/outbound calls, emails, online meetings).
• Validates reasons for delinquency using appropriate sources of internal / external information.
• Analyzes reasons for non-payment / reasons for disputes with internal / external customers and find the root causes.
• Analyze miscellaneous items / open credit balances of customers, and actively communicate with the customer to allocate them properly / to process refunds.
• Prepare and process accounts reconciliation in communication with external / internal customers.
• Analyze disputes root causes based on communication with external customers / dispute resolvers monitor and escalate delayed resolution of disputes.
• Prepare regular and ad hoc analysis of her / his portfolio situation, define priorities for contacting customers.
• Regularly analyze in meetings with internal customers further actions for top collectable / disputed / miscellaneous cases.
• Process shifting of uncollectable items for legal actions / ensure processing of write-offs.
• Works or helps and guides junior colleagues on difficult account reconciliation / escalation cases.
• Manage complex customer accounts.
• Acts as a buddy of new joiners during business specific training, shadowing.
• Is the second voice collector within the team on escalated, aged items.
• Run existing reports on a daily, weekly, and monthly basis.
• Improve & maintain reports based on the I2C standards.
• Learn and develop soft and hard skills based on Genome Profile setup.
• Resolve customer inquiries promptly & accurately, by understanding customer market & needs.
• Proactively contact customers for timely collection or resolution of aged receivables, by regularly collecting & analyzing customer data.
• Have a controllership overview of the dunning cycle/letters.
• Validate that reports meet risk & financial requirements.
• Coordinate Payment Plan proposals, pre-bankruptcy and pre-receivership recoveries once approved by the risk department.
• There may be an opportunity to take part in special projects, for those interested in personal / professional development opportunities.
• Accomplish all responsibilities in line with client compliance and integrity requirements.
• Create, update, revise, and submit standard operating procedures for approval.
• Follow the training plan set by management, complete it on time, and highlight potential risks for delays.
• Act as a backup or cross-trained for another process or scope of work.

Senior Process Associate – Greek

Support Engineer

• Front and back-office support (Customer support, connection to the Level 2, support our external and internal partners)
• Using technical knowledge and tools to provide the best support to our customers.
• Implement & maintain the internally specified KPIs
• Implement and participate in the promotion of continuous improvement initiatives
• Promoting customer satisfaction
• Close cooperation with Level 2
• Using predefined technical tools
• Collaboration with all internal stakeholders such as quality, sales, etc.
• Documenting and processing tickets in our CRM system
• Compliance with internal KDGs and internal/external SLAs
• Compliance with the specified processes and work instructions
• Establish lean management thinking
• Performance and processing of the given tasks
• Improving knowledge in the individual products
• Knowledge of all specified processes
• Expand knowledge through continuous training to keep up to date on new changes or product launches
• Take over special parts like Webshop, Knowledge center or customer portal
• Recognize the priority of individual cases
• Support quality through documentation and recording of cases

Junior Technical Support Engineer – Senior Process Associate, German

• Ensure accurate and timely data entry and quality checks on cash receipts, including support for cleansing and mass change processing projects.
• Process and dispatch standard letters and emails as needed.
• Deliver exceptional service standards and key performance indicators (KPIs), keeping relevant data updated.
• Liaise with internal and external parties to resolve queries efficiently.
• Manage the debt process, reconcile broker account differences, disburse cash, and recover overdue debts.
• Chase remittances to ensure timely cash allocation.
• Distribute monthly statements of overdue accounts to clients, resolving questions promptly with senior colleagues.
• Release monthly dunning letters to remind clients and brokers of overdue payments.
• Analyze aging reports and allocate portfolios for clarity.
• Identify and allocate unallocated cash.
• Manage robotic process automation (RPA) to support business functions.
• Ensure compliance with regulatory, tax, corporate, and other requirements.
• Support compliance checks within the credit control team and specialize in systems like I90, Merlin, Magic, and MI.

Senior Credit Control Administrator

Accountant

• Regular posting of business transactions
• Month, Quarter and Year End activities
• Be involved in audit requests
• Support Accounts Payable, Assets accounting and Treasury areas
• Accounts, banks and systems reconciliations
• Intercompany reconciliations
• Support the production of financial monthly reports
• Liaising with internal and external parties to meet agreed deadlines
• Find proactive approaches to ensure regulatory, tax, corporate and compliance requirements are met
• Analysis and preparation of management information reports as requested
• Support country Finance Manager
• Assure the accuracy of accounting postings and compliance with accounting rules
• Resolve queries from stakeholders by e-mail or phone
• Create and/or update processes and internal documentation
• Support and participate in the implementation of continuous improvement or change project work and processes

Senior Process Associate, English

Manager

• Key to this role is the creation and maintenance of the statistical forecast for the portfolio for all time horizons
• Run Machine Learning forecast responsibilities
• Ensure statistical / sensed forecasts are created for the whole of their portfolio considering demand drivers at the agreed hierarchy level
• Research demand drivers, prepare forecast data, and evaluate forecast performance
• Monitor and report on specific KPIs (e.g., forecast accuracy, forecast BIAS, MAPE, forecast value add) at multiple levels and lags and provide insights on contributing factors and improvement opportunities
• Select the best statistical model for forecast items that cannot be modelled by the system considering seasonality, responsiveness, trend and stability
• Contribute to Promotion Planning based on data insights
• Run Machine Learning forecast and disaggregation to building blocks
• Run automatic cleansing. Make sure final output (cleansed data) completed in the system
• Generate historical demand performance report and ensure all the needed actions to be considered for forecasting
• For new product introductions, analyze proposal of like-SKU and collaborate with Demand Planners to generate the initial forecasts, additionally consider cannibalization impacts
• Optimize and tune statistical forecasts, updating system parameters after conducting the necessary analysis to identify improvement opportunities
• Track and monitor changes to allow for continuous improvement

Forecasting Specialist – 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.

Regional Sales Director

• Responsible for driving membership growth through agent and carrier partnerships
• Event participation and community outreach
• Ensuring agents/brokers across Florida have the information, tools, and training needed
• Builds a year-round sales and recruitment strategy
• Accountable for overseeing community presence and grassroots lead generation efforts
• Establish relationships with key partners within each market
• Responsible for training agents on products, services and offerings
• Manage local budget for events, enrollment materials, and promotional items
• Effectively communicate on plan offerings
• Work closely with sales operations for market analyses and sales tracking
• Ensure compliance with CMS, State and Federal guidelines
• Perform other duties as assigned

Sales Director

• Builds a year-round sales and recruitment strategy while servicing all agents to ensure all sales objectives are met.
• Accountable to oversee our community presence and grassroots lead generation efforts.
• Establish relationships with key partners within each market, educate agents on Agility Insurance Services’ compelling value proposition, and understand their member relationships and potential fit within Agility Insurance Services’ offerings.
• Responsible for training the agent population on our products, services, and other offerings as well as educating on agent representation as various community events.
• Manage the local budget as it relates to events, sales enrollment materials, and promotional items.
• Work closely with the Director of Partnerships & Community Engagement to help staff agents in enrollment centers in specific neighborhoods throughout the service area.
• Effectively communicate on plan offerings, internally and externally.
• Work closely with sales operations to leverage quantitative skills for market analyses and detailed sales tracking.
• Work hand in hand with our Producer Support Team to ensure utmost agent satisfaction.
• Ensure compliance of CMS, State and Federal guidelines.
• Perform other duties as assigned.

Consultant

• Act as AVD SME, providing technical leadership and best practices for virtual desktop deployments.
• Design, implement, and manage Azure Virtual Desktop environments, including host pools, session hosts, and FSLogix profiles.
• Automate image creation, updates, and deployments using IaC tools (Terraform, ARM Templates, Bicep).
• Develop and maintain golden images for Windows 10/11 multi-session and optimize for performance and security.
• Implement scaling plans, load balancing, and monitoring for AVD environments.
• Integrate AVD with Azure AD, Conditional Access, and Microsoft Endpoint Manager for secure access.
• Automate operational tasks such as patching, compliance enforcement, and remediation scripts using PowerShell and Azure automation services.
• Manage Azure infrastructure operations, including networking, storage, identity, and security configurations.
• Ensure high availability, disaster recovery, and backup strategies for AVD and related Azure services.
• Monitor performance and generate actionable insights using Azure Monitor, Log Analytics, and Power BI.
• Collaborate with security teams to implement Zero Trust principles and endpoint protection.
• Work closely with OEM vendors and internal teams for image lifecycle management and zero-touch deployments.
• Experience in implementation, migration & troubleshooting FsLogix with Azure File storage or NetApp.

Consultant – Azure Virtual Desktop, Automation Specialist

Financial Planning and Analysis

• Forecasting & Budgeting – Manage periodic forecasting, annual budgeting, and long-range planning processes, ensuring alignment with business objectives and financial targets
• Integrated Planning – Drive cross-functional collaboration between finance, operations, and business units to create integrated financial plans that support strategic decision-making
• Financial Reporting – Prepare monthly management reports, variance analyses, and business performance dashboards for leadership review
• Business Insights – Deliver data-driven insights through trend analysis, scenario modelling, and profitability reviews to support strategic and operational decisions
• Performance Management – Monitor key financial and operational KPIs, identify deviations, and recommend corrective actions to improve performance and cost efficiency
• Stakeholder Engagement – Partner with senior leadership to translate financial outcomes into actionable strategies, driving accountability across business units
• Continuous Improvement – Enhance forecasting models, reporting processes, and analytical tools to improve accuracy, agility, and decision support

Assistant Manager, Financial Planning & Analysis – Budgeting & Forecasting

• Financial Data Oversight: Manage the collection and organization of financial data, ensuring accuracy and completeness for comprehensive reporting.
• Journal Entry Supervision: Oversee the preparation and posting of journal entries related to financial transactions, ensuring compliance with accounting standards and company policies.
• Reconciliation Leadership: Lead the reconciliation of general ledger accounts, promptly identifying and resolving discrepancies to maintain financial integrity.
• Reporting Management: Direct the preparation of periodic financial reports, ensuring accuracy and providing insights for strategic decision-making.
• Audit Coordination: Collaborate with internal and external auditors by providing necessary documentation and information related to financial records and transactions.
• Compliance Assurance: Ensure adherence to regulatory and internal compliance requirements related to record-keeping and financial reporting.
• Process Improvement Initiatives: Identify and implement initiatives aimed at enhancing the efficiency and effectiveness of record keeping and financial reporting processes.

Senior Insurance Policy Administration Trainee – English

Senior Process Associate, Insurance Policy Administration

Contract to Cash Operations Manager – Italian

Senior Process Associate – Greek

Junior Technical Support Engineer – Senior Process Associate, German

Senior Credit Control Administrator

Senior Process Associate, English

Forecasting Specialist – Assistant Manager

Regional Sales Director

Sales Director

Regional Sales Director

Sales Director

Consultant – Azure Virtual Desktop, Automation Specialist

Assistant Manager, Financial Planning & Analysis – Budgeting & Forecasting

Assistant Manager – RTR Close & Control, Reconciliations, German