Data Analyst - Operations

Job Summary

The Endorsement and Enrolment Executive will be responsible for timely and accurate processing of enrolments, endorsements, and related policy servicing tasks for health insurance clients. The role requires coordination with insurers, internal teams, and clients to ensure policy records are up-to-date and compliant with regulatory norms.

Key Responsibilities

• Enrolment:

• Process member enrolments (additions, deletions, changes) in GMC/GPA/GTL policies as per client and insurer requirements.
• Review and validate enrolment data received from clients or internal stakeholders.
• Upload and maintain accurate records in internal systems and insurer portals.
• Maintain the active roster and CD statements for the customers

• Endorsement:

• Handle policy endorsements such as member updates, change in coverage, corrections in personal details, etc.
• Coordinate with insurers for endorsement issuance and follow up for endorsement letters/certificates.
• Ensure timely communication of endorsements to clients with updated documentation.

• Documentation & Reporting:

• Maintain and update accurate records and trackers for all enrolment and endorsement activities.
• Prepare periodic MIS reports and dashboards for internal use and client reporting.

• Stakeholder Management:

• Coordinate with clients, TPA (Third Party Administrators), insurers, and internal sales/service teams to resolve queries or discrepancies.
• Provide support during policy renewal, including reconciliation of member lists and premium calculations.

Key Requirements

• Education:

  Graduate in any discipline (preferably in Commerce, Business Administration, or related fields).

• Experience:

  1 - 5 years of relevant experience in health insurance enrolments/endorsements or policy servicing at a broker

Skills

• Strong attention to detail and accuracy
• Proficiency in MS Excel and data handling
• Good communication and coordination skills
• Knowledge of health insurance processes and terminology
• Ability to work under deadlines and handle multiple tasks