Assistant Manager - Digital Partnership

Role description

Job Title: Partner Support & Operations Manager South Region

Designation- Assistant Manager

Location: Bangalore

Preferred Qualifications:

• Graduate in any discipline


• 3-4 years of experience in operations, sales support, or insurance coordination Life Insurance industry

Preferred Age Group:

Job Overview:

Partner Support & Operations Executive

Key Responsibilities:

1. Excel Reporting & Data Analysis

• Prepare and maintain accurate reports on issuance, pendency, closures, and refunds.


• Identify trends, gaps, and opportunities using data


• Share daily Excel-based reports with partners.

1. Partner Coordination & Daily Cadence Management

• Drive partners towards closures through regular follow-ups.


• Collect and track pending documents required for policy issuance.

1. Extended Call Centre Support

• Connect with customers (when required) to resolve pending issues or documentation gaps.


• Provide support to the call centre for escalated cases.

1. Policy Issuance Management

• Understand and interpret underwriting guidelines to push borderline cases for issuance with internal Ops and Underwriting teams


• Assist in resolving issuance and policy-related bottlenecks

1. Operational Support

• Upload and validate documents in internal systems.


• Address partner queries related to products, policy issuance, and customer issues.

Key Skills & Requirements:

• Strong proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, Filters, etc.)


• Good understanding of

  insurance operations

  and

  underwriting processes



• Good communication and coordination skills (spoken and written)


• Ability to

  manage multiple stakeholders

  across functions


• High attention to detail and ownership


• Comfortable with working in a

  fast-paced, deadline-driven

  environment

Working Days:

Off Days* - 2nd Saturdays & Sundays.

*The candidate may be required to work on adhoc basis depending on workload and urgent deliverables.