Back Office Officer (Third Party)

Role & responsibilities

• Case Login Management:
  
• Accurately load and log all new applications/cases into the internal systems.
  
• Verify completeness of documents and ensure they meet login criteria.
  
• Maintain proper records of all logged-in cases.
  
• Coordination with Sales Team:
  
• Regularly update the sales team on the status of their cases.
  
• Follow up on pending documentation or clarifications required from the sales team.
  
• Coordination with Underwriting Team:
  
• Forward complete and verified cases to the underwriting team for review.
  
• Track progress and escalate delays or concerns as needed.
  
• Assist in resolving discrepancies between underwriting and sales documentation.
  
• Reporting & Documentation:
  
• Maintain trackers and reports for login cases, pending documents, and status updates.
  
• Ensure compliance with internal policies and audit requirements.