About the Role
+ Manage queues in Salesforce and MBS, and complete cases, projects, and/or MBS tasks in accordance with standard operating procedures.
+ Process agency onboarding, user access provisioning, and account lifecycle management, including creation, validation, updates, and deactivation of accounts.
+ Maintain and update agency and underwriter information across systems with accuracy and completeness.
+ Provide timely and accurate status updates to internal and external customers.
+ Identify and resolve straightforward issues using standard procedures and escalate when necessary.
+ Monitor workload, prioritize tasks, and demonstrate accountability in achieving productivity, quality, turnaround time (TAT), and SLA targets, ensuring alignment with overall KPIs and team performance goals.
+ Support training and knowledge sharing for new or existing team members, as required.
+ Attend virtual meetings, team huddles, a...
+ Process agency onboarding, user access provisioning, and account lifecycle management, including creation, validation, updates, and deactivation of accounts.
+ Maintain and update agency and underwriter information across systems with accuracy and completeness.
+ Provide timely and accurate status updates to internal and external customers.
+ Identify and resolve straightforward issues using standard procedures and escalate when necessary.
+ Monitor workload, prioritize tasks, and demonstrate accountability in achieving productivity, quality, turnaround time (TAT), and SLA targets, ensuring alignment with overall KPIs and team performance goals.
+ Support training and knowledge sharing for new or existing team members, as required.
+ Attend virtual meetings, team huddles, a...
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