Operations Assistant

1 - 5 years

0 Lacs

Posted:16 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a member of our team, you will be responsible for performing accurate data entry for life insurance policies, quotations, and endorsements. You will also assist in policy servicing activities such as renewals, changes, and cancellations. Your role will involve supporting quotation generation and documentation for new business, as well as maintaining and updating business reports, dashboards, and MIS. It will be crucial for you to log and track policies in our internal systems to ensure proper record-keeping. Additionally, you will need to coordinate effectively with our sales, underwriting, and customer service teams to ensure smooth operations. Following up on pending documentation and ensuring adherence to Turnaround Time (TAT) will also be part of your responsibilities. In addition to your daily tasks, you may be required to assist in auditing and compliance-related documentation as needed. This will involve working closely with various teams within the organization to uphold our standards of quality and regulatory compliance. About Company: We are a fintech company dedicated to being a trusted partner in business growth. Our mission is to help accelerate financial sales through cutting-edge technology, strong relationships with premier financial organizations, and a transparent and mutually beneficial business model. Join us in making a positive impact on the financial industry and beyond.,

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