1. Receiving and reviewing clients' emails for additions, Deletions, Replacement cards and discount cards.
2. Reply to the client in case of any missing documents or data, and follow up.
3. Getting the mobile numbers of the new additions and sharing them with the marketing team to send a welcome SMS.
4. Help the client with any inquiry about the request.
5. Send the request to the insurance company on the same day and ensure the insurers are committed to the SLAs and escalation to Beyond Management if otherwise
6. Archive the sheets on google drive to help in reviewing the invoices.
7. Following up on the request & Reply to the client once the request is done.
8. Making sure of Packaging of Cards in Beyond Package and ensuring there are enough reserves for the packages
9. Reviewing the request in terms of adherence to the policy guidelines and alerting the CR specialist if the request doesn’t comply with the guidelines
10. Applying the request on the system instead of Google sheets (Whether it’s additions or deletions)
11. Prepare quarterly reports with (Number of requests, SLAs, any trends from the insurers, mobile numbers we received, highest growing accounts, accounts with most deletions), eventually such report should be fully issued from the system.
12. Visits to the insurance companies if needed to finalize bulk delayed requests
13. Request the invoices of the upcoming payments two weeks before the due date.
14. Review the invoices, and compare the reconciliation invoices with the archived sheet.
15. Communicate with the insurer in case of any comments or mistakes in the invoices.
16. Sending the invoices to the client copying the CR specialist.
17. Getting the hard copy invoices and sending them to the client.
18. Make sure that the invoices are added to the tax portal.
19. Follow up with the client till the payment is settled & Inform the insurer with the proof of payment.
20. Archive the payment proofs on the system& Inform Beyond finance unit.
21. Any other tasks that are requested by the direct manager
any Bachelor’s degreeExcellent written and spoken English. Advanced computer skills Customer Oriented. Detailed Oriented. Time Management Skills. Problem-Solving Skills. Excellent communication and skills. Excellent formal correspondence through emails and messages.