Operations Manager

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Job Summary:

We are seeking a dynamic and detail-oriented Chartered Accountant (CA) to support the operational and analytical functions related to the Group Personal Accident (GPA) and Group Mediclaim (GMC) insurance policies. The selected candidate will play a critical role in data analysis, preparation of key reports, and delivering actionable insights to support decision-making and policy servicing for large institutional clients.

Key Responsibilities:

• Data Management & Analysis:

• Collate, validate, and analyse large datasets related to enrolment, premiums, claims, and endorsements.
• Perform trend analysis, variance analysis, and Premium Calculation for GPA and GMC policies.

• Reporting:

• Prepare detailed periodic reports (monthly/quarterly/annual) on claims performance, utilization patterns, and financial summaries.
• Support renewal documentation and reporting by providing historical data comparisons and financial forecasts.
• Financial summaries and premium comparisons

• Presentation & Insights:

• Develop and present dashboards, PowerPoint presentations, and executive summaries for internal reviews and client discussions.
• Transform complex data into visual formats and business insights for better understanding and decision-making.

• Liaison & Coordination:

• Coordinate with internal teams, insurance companies, TPAs, and bank officials for data-related requirements and clarifications.
• Support the claims servicing and underwriting teams with analytical inputs.

• Audit & Compliance:

• Ensure accurate financial reporting and adherence to internal audit norms and regulatory standards.
• Maintain proper documentation and audit trails for all analysis and reporting activities.

Key Skills & Competencies:

• Strong proficiency in MS Excel (advanced), PowerPoint, and data visualization tools (e.g., Power BI– preferred)
• Robust analytical and numerical abilities
• Knowledge of insurance domain – preferably GPA & GMC – will be an advantage
• Ability to handle and interpret large datasets
• Strong communication and presentation skills
• High attention to detail and deadline orientation

Qualifications & Experience:

• Qualified Chartered Accountant (CA) – Mandatory
• 1–3 years of relevant experience in data analysis/reporting roles
• Experience in insurance or healthcare domain preferred