Review proposals and supporting documents for completeness and compliance. Issue insurance policies in the system after verification and approval sales team. Coordinate with the sales teams for any discrepancies or additional requirements. Maintain records of issued policies and upload documents to internal systems or portals. Generate and share policy documents with customers and internal records. Address queries related to issued policies, endorsements, or renewals. Follow up on pending documentation from sales or clients. Assist in cancellation or endorsement processing, when required. Prepare daily/weekly/monthly issuance reports. Ensure compliance with company policies and IRDAI regulations. Key Skills & Competencies: Knowledge of Motor and Non Motor insurance products Proficiency in MS Office (especially Excel) and policy management software Strong attention to detail and accuracy Good communication and coordination skills Ability to multitask and meet deadlines Familiarity with compliance and documentation norms in the insurance sector
Key Responsibilities: Policy Issuance: Process new motor insurance policy issuance in the system (OD + TP or bundled). Verify and validate proposal forms, documents, and premium payments before issuance. Ensure policy issuance within the defined turnaround time (TAT). Data Entry & Documentation: Accurate entry of customer, vehicle, and premium data in the system. Maintain physical and digital records of all issued policies and proposals. Customer Coordination: Coordinate with agents/customers for missing documents or payment clarifications. Provide support for policy-related queries and endorsements. Quality & Compliance: Ensure compliance with IRDAI regulations and internal underwriting guidelines. Monitor issued policies for errors and initiate rectification through endorsements if needed. MIS & Reporting: Maintain daily reports of issued policies, cancellations, endorsements, etc. Share periodic updates with the reporting manager or central operations. Key Skills: Knowledge of motor insurance products (Private Car, Two-Wheeler, CV, etc.) Basic understanding of IRDAI guidelines Strong attention to detail and accuracy Good communication skills (written & verbal) Proficiency in MS Excel and policy issuance software Time management and multitasking
MIS Executive – Insurance Operations Key Responsibilities: Collect, validate, and enter financial and operational data from various internal sources (policies, claims, renewals, commissions, etc.) Maintain and update MIS reports related to premium collections, policy issuance, renewals, TATs, claims status, and agent performance Prepare daily, weekly, and monthly dashboards for various departments and management Analyze large data sets to identify trends, variances, and anomalies Generate customized reports for internal departments like Sales, Operations, Underwriting, and Claims Support finance team in commission payout reports, reconciliations, and audit trail documentation Create PowerPoint presentations for internal reviews and external stakeholder meetings Automate repetitive reporting tasks using Excel tools such as pivot tables, macros, and advanced formulas Coordinate with other teams to ensure timely data collection and resolve data discrepancies Always maintain confidentiality and data integrity.