Intake and Delivery Specialist I

About us:

We are a highly successful 190-year-old, Fortune 500 commercial property insurance company of 6,000+ employees with a unique focus on science and risk engineering. Businesses worldwide trust our expertise to protect their assets, relying on our comprehensive risk assessments and robust, engineering-based insurance solutions to safeguard against fire, natural disasters, and other perils. Serving over a quarter of the Fortune 500 and major corporations globally, we deliver data-driven strategies that enhance resilience, ensure business continuity, and empower organizations to thrive.

FM India is a strategic location for driving our global operational efficiency. Our presence in India allows us to leverage the countrys talented workforce and advance our capabilities to serve our clients better. We have diverse corporate functions that emphasize research, advanced technologies like AI and analytics, risk engineering, research, finance, marketing, HR, etc. working together to provide innovative solutions and nurture lasting relationships from co-workers to clients.

Role Title: Intake & Delivery Specialist I

Position Summary:

Intake & Delivery SpecialistIis the first of three levels within the Consulting & Technical Services Intake & Delivery Specialist job family and requires extensive supervision and mentoring. The incumbent's main responsibility is to assist with maximizing the Technical & Plan Review Consultant's time engaging and collaborating with clients, in addition to other potential location-based services. The incumbent will manage the intake of both plan review submittals and/or reported impairments, conduct cursory assessments of requests for completeness, ensure data integrity and file/record completeness within respective system(s). The incumbent is responsible for logging all plan review submittals, reported impairments, monitoring correspondence inboxes and conducting/tracking follow-up activities within established timeframes. The incumbent will manage the final distribution of the plan review letter per the established processes and protocols. Provides exceptional internal and external customer service and takes strong ownership of the intake and delivery processes. Interacts with team members across assigned territory (including DSPs/PCs/Field Engineers) daily/as needed and will follow best practices to meet Service Level Objectives while providing high levels of client satisfaction. Incumbents require strong customer service skills. Operates as a vital member of the Consulting & Technical Services team focused on positive customer experience in the most optimal and professional manner possible with an emphasis on efficiency and logistics support. Routinely coordinates and collaborates with ESD management and respective Technical & Plan Review Consultants. Continually reviews processes for opportunities to leverage technology and/or improve processes for efficiency gains which lead to enhanced job satisfaction and client experience. Their efforts directly contribute to the execution and achievement of the operations' objectives.

Job Responsibilities:

• Under extensive training and mentoring, this position will manage the intake of plan submittals and reported impairments, ensuring accurate and complete data entry within designated systems in line with established processes and protocols. Responsibilities include the delivery of correspondence and completion of associated follow-up activities. Will work with internal clients to support impairment verification and plan review dispatch.
• Establishes working partnerships with clients and team members while providing exceptional customer service.
• Monitor overall timeliness and ensure follow-up efforts are conducted as needed. Performs routine monitoring to ensure data accuracy, integrity, timeliness and completion of work within territory.

Skill and Experience:

• 1+ years of experiencerequired to perform essential job functions.
• Additional Experience Qualifier (optional): Two (2) years experience supporting a work group and/or manager. Project coordination experience preferred.
• Excellent MS Office Skills (Microsoft Word, Outlook & Excel skills with the ability to learn new systems)
• Detail-oriented
• Excellent organizational, problem-solving, and decision-making skills
• Embraces teamwork
• Excellent interpersonal and communication skills; verbal and written
• Both self-motivated and team-oriented
• Attention to detail and proofreading skills
• Strong analytical skills
• Strong problem-solving capability
• Strong planning and organizational skills with ability to prioritize tasks and meet deadlines
• Ability to multi-task
• Bilingual skills are a plus

Must Have Skills:

• Proficiency in usage of MS 365 and ability to learn and understand proprietary business systems and workflow tools.
• Fluent reading/writing English.

Good to have:

• Prefer additional language skills: French, Spanish, German, Portuguese

Education and Certifications:

• 4 Year/ Bachelors degree required.

Work location:Bengaluru