92 Policy Servicing Jobs

As a Financial Planner, you will play a crucial role in advising clients on suitable life insurance plans based on their financial goals. Your responsibilities will include assisting with policy issuance, endorsements, and servicing. You will also be responsible for managing policy renewals, sending timely reminders, and maintaining accurate client documentation to ensure compliance with IRDAI regulations. With 13 years of experience in life insurance/advisory, you are expected to have a good knowledge of insurance products and documentation. Strong communication and follow-up skills are essential for building long-term client relationships for financial planning. This is a full-time position located in Gorakhpur, Uttar Pradesh. If you are proactive and have hands-on experience in life insurance, policy servicing, renewals, and documentation, we encourage you to apply for this role. Your expertise will help clients make informed decisions about their insurance plans and ensure all paperwork is accurate and compliant. If you meet the requirements and are ready to take on this challenging yet rewarding role, please contact the employer at +91 9821781455 for further details.,

???? We&aposre Hiring: Corporate Sales Manager Mumbai ???? PIB Insurance Brokers Private Ltd. ???? Full-Time | Immediate Joiners Preferred Are you passionate about building strong business relationships and driving high-impact sales strategies in the insurance sector PIB Insurance Brokers Pvt. Ltd. is seeking a dynamic and result-oriented Corporate Sales Manager to lead our growth initiatives in Mumbai. ???? About the Role: As a Corporate Sales Manager, you will lead client acquisition, relationship management, and strategic account growth within Mumbai. Your role will directly contribute to expanding PIBs corporate portfolio and strengthening our presence in the health and general insurance sectors. Success in this role means exceeding business targets, establishing robust B2B partnerships, and delivering client satisfaction through tailored insurance solutions. You will report to the Regional Manager and collaborate with internal teams in underwriting, claims, and products. ? Key Responsibilities: Acquire and manage new corporate clients across industries such as healthcare, manufacturing, IT, education, etc. Build and sustain long-term B2B relationships with high-value clients. Execute localized sales strategies aligned with PIBs national objectives. Collaborate with internal teams to prepare insurance proposals and deliver seamless policy servicing. Monitor market trends, track performance metrics, and support strategic decision-making. Maintain regulatory compliance and follow ethical sales practices. ???? Qualifications & Skills: Bachelors degree required; MBA in Sales/Marketing/Healthcare preferred. 310 years of B2B or Corporate sales experience, ideally in insurance domain. Strong communication, negotiation, and client presentation skills. Understanding of group health insurance, general insurance products, and competitive market trends. Proficiency in Hindi and English (spoken and written). Willingness to travel across Mumbai. ???? What We Offer: Attractive compensation with performance-based incentives. Opportunity for fast-track career growth in a professionally driven environment. Work with leading corporates and help shape the healthcare insurance ecosystem in Mumbai. Supportive team culture and opportunities for continuous learning. ???? Apply Now! Send your updated CV to [HIDDEN TEXT] with the subject line: Corporate Sales Manager Mumbai #SalesJobs #InsuranceJobs #MumbaiJobs #CorporateSales #HiringNow #B2BSales #PIBInsurance #HealthcareInsurance Show more Show less

Designation: Policy Admin -Senior Associate Insurance Operations Experience: 3 to 7 years Location: Pune (Work from Office ) Qualification: Graduate Shift Timings: Night Shift Skill Required: Policy Administration, Policy Issuance, P&C insurance. Job Description: We are seeking a skilled Policy Administrator with experience in the Policy Life Cycle within the U.S. Property and Casualty (P&C) Insurance industry. The ideal candidate will have a strong understanding of policy components such as endorsements, issuance, copay, coinsurance, TIV, deductibles, hazards, and perils, along with excellent analytical skills to address underwriter requests. Relevant work experience in Insurance Policy admin, Property and Casualty Insurance Handling mails and queries Good communication skills verbal & written Practical knowledge on usage of MS Office tool Interested candidates please share your CV to aparna.k-s@allianz.com Disclaimer : At Allianz, we believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We, the Allianz Services India family, welcome all applications from all regardless of gender identity and/or expression, sexual orientation, race or ethnicity, age, nationality, religion, disability, or philosophy of life

Support the team by processing various tasks in the policy life cycle Gain knowledge of Commercial Property & Casualty Insurance Gain knowledge of the end to end process of the Client Analyze and input data into systems / databases Operate process and ensure complete adherence to defined Service Level Agreements: Productivity Turn-around-time Accuracy Timely maintenance of the various work tracks Support the team by processing various tasks in the policy life cycle Gain knowledge of Commercial Property & Casualty Insurance Gain knowledge of the end to end process of the Client Analyze and input data into systems / databases Operate process and ensure complete adherence to defined Service Level Agreements: Productivity Turn-around-time Accuracy Timely maintenance of the various work trackers

What you’ll do: Individual will be part of IBM’s New Business Transformation project with Indian Life Insurer Major based in Mumbai. Will work in Hybrid mode. This is a client facing role. Preparation of BRD documents with client and explaining them to the technical IBM teams will lbe primary responsibility of the individual Who you are: Individual with 12+ years of work experience Excellent client facing communication skills Preferably based in Mumbai Must have worked with an Indian Insurance company / Executed multiple projects with Indian Life insurance companies. Responsibilities: Lead the role of Business Analysis with Indian Life Insurer major Understands business processes involved in Policy issuance process Understands New product launch complexities, rules and process Understands clearly the integrations (internally and external) involved in the overall process Required education Bachelor's Degree Preferred education Bachelor's Degree Required technical and professional expertise Insurance domain experience Preferred technical and professional experience Integrations and workflows involved in New Business transformation project will be an added advantage.

Responsibilities: * Manage underwriting process from application to policy issuance * Ensure compliance with regulatory requirements * Collaborate with sales team on new business opportunities Provident fund Annual bonus Maternity leaves

Skill required: Property & Casualty- Underwriting - Underwriting Designation: Underwriting New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do 6-8 years of experience in Property & Casualty Underwriting or Policy Servicing across shared services/Third Party BPO service providers (Essential) Hands on experience of managing the one of the following tasks from the earlier experience from Insurance Underwriting Cycle - Policy Issuance, Premium Audit, Pricing Reading, Endorsement, Quote/Booking, Aggregation / Modeling, Contract Reading, Slip Processing, Benchmarking, Binders Processing, Submission, Declarations, Cancellations, Reinstatements, Insurance KYC.Define Insurance policy and calucating premium including terms and condition for PropertyA process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. Underwriting services are provided by some large specialist financial institutions, such as banks, insurance or investment houses, whereby they guarantee payment in case of damage or financial loss and accept the financial risk for liability arising from such guarantee. What are we looking for Good to have someone with experience in Re-Insurance Fac and Treaty business.Support regional UA Manager in overseeing all daily business activities and act as the first point of contact for all UAs in the region.Triages submission for missing information and follows up with the broker for outstanding items.Issues policies, endorsements, and cancellations; prepares policy writing instructions and premium billings and processes individual policy filings. Roles and Responsibilities: Assists the underwriter in the preparation of business, and metric reports; assists in the review of procedures to resolve issues.Performs quality control of premium audit statements prior to underwriting review; documents discrepancies and work with the premium auditor for resolution. Qualification Any Graduation

Title:- Senior Manager Department:- Policy Servicing, Operations Location:- Goregaon East IT Park Key Responsibilities; This role is for SQA team Policy Servicing. SQA team conduct audits and QC activities of various process within Policy Servicing, It also involves handling various external audits namely Internal audit of various processes and Statutory audit co-ordination. Individual Contribution: -Conducting various audits for plugging loopholes in different processes at user-end to mitigate the risk of future operation losses/risk arising out of process gaps. Management requirements: -Ensuring that the requirements (defined and adhoc) sought by senior management are duly provided within time. Control Enhancement: -Developing new reports and evaluating the feasibility of the same for enhancing SQAs efficiency & channeling the saved man-hours towards more appropriate value added activities. Data Patch: - Responsible for managing and executing various kind of data corrections in system arising out of system fixes. Team Handling Experience Work Experience: Candidate should be from Life insurance sector. Educational Qualifications: Semi Qualified CA/ Graduate

Company: Marsh Description: We are seeking a talented individual to join our Policy Servicing team at Marsh. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Analyst Insurance Operations An opportunity to understand end to end lifecycle for UK Insurance Broking. A place to enhance your knowledge on work which is undergoing transition. In the first month, we expect you to understand the service or process. Learn about risk associated with service and deeper understanding of workflow by the end of second month of joining and within three months we would want you to become a process expert with knowledge on at least one of the Lines of Business. We have robust training around understanding insurance concepts and business knowledge. Learn about new system and process. Enhance your skills via various development programs offered in-house. Opportunity to build on your insurance knowledge through CII course All benefits as per the location HR policy will be applicable We will count on you to: Manage own queue of work to ensure timely delivery on all cases as per SLA Understand and process cases as per process guidelines and checklist Deliver on KPIs as per company standards Escalate delays and queries appropriately after due investigation Responsible for creation of SOPs for new processes, update process manuals Perform quality checks as per process requirement Identify opportunities for process improvements with a view to provide better client services Participate in process update sessions, Process Knowledge Tests, training and coaching sessions Ensure adherence to policies & procedures as per organizations standards and SOPs Ensure operational risks are highlighted on time and escalates the same to proper authorities for corrective action Adhere to data and information security guidelines What you need to have: Good verbal and written communication skills Attention to detail Ability to learn new processes and systems, ability to adapt to change Ability to prioritize and organize tasks Ability to work independently and as a part of a team Graduate Job Location - Pune 6 months - 4 years of experience in insurance broking domain What makes you stand out Analytical ability Good working knowledge of MS Office particularly Word & Excel Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh is the worlds leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSEMMC), the worlds leading professional services firm in the areas of risk, strategy and people. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businessesMarsh , Guy Carpenter , Mercer , and Oliver Wyman . For more information, visit marshmclennan.com , follow us on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Key Responsibilities 1. Attend Inbound Leads: To attend inbound leads generated from Website or other social media. Keep tracking the leads till the customer visits sales lounge. 2. Lead Generation: Identify and generate leads through the provided data, various channels, including online platforms, networking events, and referrals. 3. Client Engagement: Engage with potential clients, understand their needs, and provide personalized solutions. 4. Property Showcase: Showcase properties to potential clients, highlighting features and benefits. Invite them to the sales lounge. 5. Sales Support: Collaborate with sales teams to ensure seamless customer experience. 6. Data Management: Maintain accurate records of client interactions and sales pipeline. Requirements 1. Experience: Prior experience in real estate sales is not required. 2. Communication: Excellent communication and interpersonal skills. 3. Negotiation: Strong negotiation and persuasion skills. 4. Time Management: Ability to manage time effectively. Skills 1. Passion for making presales a career. 2. Customer Service 3. Communication and Interpersonal 4. Negotiation and Persuasion 5. Taking initiative forupdating oneself. Goals 1. Inviting customers to the sales lounge. 2. Maintain updated lead data.

The SME-Policy Servicing role involves managing and optimizing policy servicing processes within the Property & Casualty Insurance domain. You will utilize your expertise in MS Office and English communication to enhance operational efficiency. This hybrid role requires night shift availability and focuses on delivering high-quality service without travel obligations. You will be responsible for managing policy servicing operations to ensure efficient and accurate processing of insurance policies. Collaborate with cross-functional teams to streamline policy servicing workflows and improve service delivery. Utilize MS Office tools to generate reports and analyze data for informed decision-making. Communicate effectively in English to liaise with stakeholders and resolve policy-related queries. Implement best practices in policy servicing to enhance customer satisfaction and operational excellence. Monitor policy servicing metrics to identify areas for improvement and drive continuous process enhancements. Provide training and support to team members to ensure adherence to policy servicing standards. Develop and maintain documentation for policy servicing processes to ensure compliance and consistency. Coordinate with IT teams to address system issues and optimize policy servicing software applications. Ensure timely and accurate updates to policy records and databases to maintain data integrity. Conduct regular audits of policy servicing activities to ensure compliance with industry regulations. Engage in problem-solving and troubleshooting to address policy servicing challenges effectively. Contribute to the development of strategic initiatives aimed at enhancing policy servicing capabilities. Qualifications required for this role include demonstrating proficiency in MS Office applications for efficient data management and reporting. Exhibiting strong English communication skills to facilitate effective stakeholder interactions. Possessing knowledge of Property & Casualty Insurance domain to understand industry-specific requirements. Showing ability to work independently and collaboratively in a hybrid work model. Displaying adaptability to night shift schedules to meet business needs. Demonstrating attention to detail and accuracy in policy servicing tasks. Having experience in process improvement and optimization within insurance operations. Certifications Required: - Certification in MS Office applications is required. - Certification in Property & Casualty Insurance is a plus.,

Role & responsibilities - Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Preferred candidate profile Must have relevant experience in same Life insurance branch operation role, min 2 years.

GREETINGS FROM PROBUS INSURANCE BROKER PVT. LTD!! WE HAVE AN URGENT REQUIREMENT FOR BACKEND SALES SUPPORT FOR SME Insurance VERTICAL!! Location: Ahmedabad Insurance Products to be handled: Health Insurance Key Responsibilities: 1. Answers phone calls from customers and deals with problems as they arise 2.Takes sales information and puts it into an easily readable format 3. Follows up with customers to make sure that they are satisfied with a particular product 4. Makes sure that sales persons are on track with sales goals 5. Provides any necessary data or reports to the sales team 6. Exerts attention to detail, as customers may have the same problems; reports the problems as necessary 7. Arranges appointments with clients and sales team 8. Acknowledges customers by responding to emails, texts, and phone calls 9. Deals with any customer complaints and resolves the issue as necessary 10. Does any necessary administrative work including filing reports or presenting sales team with necessary documents 11. Need to Co-ordinate with all the existing POS , support them with illustration/quotations/logins/issuance , etc Key Skills Required: Policy Issuance Coordination and Communication Quotation Preparation Insurance knowledge in SME Insurance If you have a strong background in insurance and are ready to take on this pivotal role, we would love to hear from you! Apply today by: Emailing your resume to priyanka.n@probusinsurance.com

Should coordinate with Point of Sales Person Agents, provide quotes, follow up with agents, provide them product information, quotations, issue policies and assist them on claim servicing. Tele calling to agents is also involved in the job profile.

Candidate needs to have 1 year of BFSI Experience Candidate needs to have 2 years of direct sales experience Candidate needs to have excellent communication skills Interested candidates can call HR Jyoti- 9266056478/ Whatsapp Resume

Join our dynamic international business team across Bangalore and Hyderabad Job Description Claims Service Support (CSS) - AM/Manager Summary: We at Prudent Insurance Brokers, are seeking an experienced Employee Benefit-Claims Service Support professional for our International Business (IB) vertical. Employee Benefits Practice at Prudent is a strategic business unit dedicated to strengthening Prudent’s global brand in the international market. The individual will be responsible to Serve as primary point of contact for all employee claim queries etc. We are committed to delivering bespoke Benefit & Total Reward Solutions with high standards of service excellence, world-class advisory and consultancy support for MNC clients who have their operations in India. Our team forms a bridge of trust between the expectations of senior stakeholders globally and the seamless delivery of these best practices in India. Roles & Responsibilities: • 1) Exceptional Employee Experience Support system by Prudent Serve as primary point of contact for all employee claim queries and own the process of developing strong employee relationships & engagement 2) Facilitating the cashless and reimbursement process: Ensuring employees understand the steps involved in both cashless and reimbursement claims. Offering exceptional support and guidance to employees/HR throughout the entire process to ensure a smooth experience. 3) E-cards/network hospitals: To provide employees e-cards and information about network hospitals. 4) Providing claim-related queries: Addressing questions about claim status, claim deductions, and explanations of queries. 5) TPA Co-ordination: Co-ordinating with TPA daily to ensure the smooth functioning of employee-related queries 6) Employee Engagement & Support SPOC: Daily tracking of claims on status/rejections/deductions and providing the report to MCS Desired profile/who should join: Good listening & communication skills Should have good technical knowledge about Employee health Insurance/ General Insurance products. (Cashless/Reimbursements) Experience in General Insurance/ Insurance Brokers Years of experience: 2 to 5 years Education qualification: Bachelor's Degree, Master's Degree Good knowledge of the TPA/Insurance processes Well-versed in health insurance policy conditions Well-versed with current medical practices & advancements Should know about IRDAI health regulation If the opportunity interests you, kindly share your updated CV with Tanay Srivastava (tanay.srivastava@prudentbrokers.com) or Yogesh Nagar (Yogesh.nagar@prudentbrokers.com) with the subject ‘’Claims role_*Location*’’ Role & responsibilities

Process Executive Role & responsibilities Willingness to work on night shift Must be willing to work onsite Strong analytical and research skills to assess and resolve discrepancies. Ability to clearly communicate complex information in both verbal and written formats. Experience with mainframe computer systems or proficiency in PC applications such as MS Word, Outlook, and other business software. High attention to detail with strong organizational skills and accuracy in documentation review. Domain Knowledge of BFSI is required Strong interpersonal, verbal, and written communication skills Accuracy and attention to detail Senior Process Executive Role & responsibilities In depth Knowledge of Life & Annuity Insurance back office transaction processing and have worked in a similar capacity (Policy Admin Services, Disbursement and Claims) Willingness to work on night shift Must be willing to work onsite Strong analytical and research skills to assess and resolve discrepancies. Ability to clearly communicate complex information in both verbal and written formats. Experience with mainframe computer systems or proficiency in PC applications such as MS Word, Outlook, and other business software. High attention to detail with strong organizational skills and accuracy in documentation review. In-depth understanding of annuity structures, retirement income strategies, and compliance regulations. Previous experience processing annuity Transactions (Replacement, Exchange, Rollover, Transfers, Surrenders, Withdrawals etc) Preferred candidate profile Bachelors degree and equivalent work experience required Strong MS-Office skills 3-5 years overall experience (within the financial services industry) with a focus on Life and Annuity Insurance preferably Annuity Insurance Subject Matter Expert Role & responsibilities In depth Knowledge of Life & Annuity Insurance back office transaction processing and have worked in a similar capacity (Policy Admin Services, Disbursement and Claims) Willingness to work on night shift Must be willing to work onsite Strong analytical and research skills to assess and resolve discrepancies. Ability to clearly communicate complex information in both verbal and written formats. Experience with mainframe computer systems or proficiency in PC applications such as MS Word, Outlook, and other business software. High attention to detail with strong organizational skills and accuracy in documentation review. In-depth understanding of annuity structures, retirement income strategies, and compliance regulations. Previous experience processing annuity Transactions (Replacement, Exchange, Rollover, Transfers, Surrenders, Withdrawals etc) Preferred candidate profile Bachelors degree and equivalent work experience required Strong MS-Office skills 4-6 years overall experience (within the financial services industry) with a focus on Life and Annuity Insurance preferably Annuity Insurance Someone who can take ownership of daily activities Someone who embraces change, technology enhancements, new capabilities

Key Roles & Responsibility : Planning and supervising changes and managing the daily operations of customer service. Setting up and meeting performance goals and targets. Maintaining current knowledge of industry new developments, productions, and involvement in network. Recording statistics, performance levels and feedback of clients and preparing the reports. Motivating, coaching, and retaining staff as well as coordinating reward, bonus, and incentive scheme. Reviewing the staffs performance, determining training needs and scheduling training sessions. Responsible for the efficient functioning of CRM by ensuring that the Team attends to customer calls & Networking with the concerned departments to settle the query. Resolving escalations from other departments Responsible to monitor Key performance Indicators, Responsible for corrective and Preventive action Responsible to ensure Inspection and Correct response to the customer calls To liaison with major Corporates / Insurer for ID card issues, Claim related issues, Cashless authorizations, Endorsements and Renewal of policies. Retention of clients, Meeting key stakeholders for weekly/monthly/quarterly portfolio review Managerial & Behavioral Punctual, Drive for results, Decision Making skills, Excellent communication, customer service and interpersonal skills. Exceptional analytical and listening skills, Team Management, Functional, Excellent problem-solving and communication skills. Solid customer focus and should be able to operate well in teams. Good telephone manner, Ability to develop and motivate staff, Great confidence and an excellent business sense. Should be able to set, satisfy, and exceed targets. Interested candidate can send their resume on roopa.kulkarni@mediassist.in Or simply on Naukri. Location: Begumpet, Hyderabad Company Name : Medi Assist TPA Pvt. LTD

Role - Senior Process Executive - P&C Insurance An Executive in the Data stream is responsible for transcribing information from a variety of sources into a standardized database system according to pre-defined rules. S/he has to ensure that all rules are followed in cleansing the data and the data is transferred accurately. When required, s/he will undergo supplemental or developmental training required on skills or processes. Although an individual contributor, s/he will be instrumental in ensuring harmonious working of the team. ESSENTIAL QUALIFICATION: Graduate with 2 - 5 years of overall processing experience preferably in P&C insurance Flexible to work in night shift timings Excellent Communication skills in English, both verbal and written Min 1 year of Mandatory work exp - P&C Commercial Insurance preferably in Underwriting/ Policy Servicing/Endorsements/ Renewals Candidates who are Immediate joiners or with Notice Period of 30days are only preferred Candidates from in and around Chennai location are only preferred ESSENTIAL SKILLS/PERSONALITY TRAITS: Mandatory work experience in property & casualty insurance Resources executing day to day activities of the engagement Prior experience of Back office, data management Strong analytical, logical and data management skills preferred Service Excellence orientation MS Office Skills Basic keyboarding skills and computer skills of data entry Personal effectiveness skills Prioritizes and tracks own activities Follows documented processes Documentation of own work on a daily basis Interpersonal skills Keeps own work aligned with teams requirements OPERATIONAL RESPONSIBILITY: Read shift preparatory notes, with specific reference to any process changes Timely Downloading of data files Check of data in files for correctness Enter data from files / images into the database system Rework data found to be inaccurate (either self check or other QC check) Record data relating to production statistics, end-user related notes, etc as appropriate Record attendance and time-sheet related data Compliant to Organizational Policy Validate own employment related records and update as necessary Undergo skill / process related training as required

General Shift ,12+ years of hands-on experience in Java development, with 4+ years in project management PMP or Scrum Master certification will be preferred, 10 years business analyst 5+ life insurance LOMA Perks and benefits Shifts :: General Shifts (9AM – 6:15PM)

Summary We are looking for a detail-oriented and proactive professional to lead audit, compliance, and risk initiatives within the renewals and customer retention domain. The role focuses on ensuring regulatory adherence, process improvements, and governance across customer communication, payments, and journey flows. It also includes cross-functional project execution, automation, and internal control development to enhance operational efficiency. Responsibilities – Audit & Compliance (40%) Conduct deep-dive audits and compliance reviews for payments, communication, and surrender processes. Present key findings and mitigation plans to senior stakeholders. Maintain the operational loss database and ensure adherence to IRDAI reporting and internal compliance systems. Monitor journey flows, identify operational gaps, and coordinate with teams for resolution. Ensure timely closure of compliance observations; escalate critical issues in governance forums. Customer Communication & Payments (40%) Design and track Standard Internal Controls (SICs) to strengthen intent-based communication and process accuracy. Lead process improvement initiatives using feedback from internal stakeholders and distribution partners. Drive automation and system enhancement initiatives in collaboration with IT and Risk functions. Analyze data for root cause identification and track efficacy of solutions implemented. Ensure seamless coordination with cross-functional teams for initiative execution. Project Management & Governance (20%) Drive re-engineering of processes based on customer/distributor feedback. Deploy targeted communications to improve customer and partner experience. Support regulatory compliance through ongoing reviews and governance mechanisms. Track project progress and report outcomes in management committees. Requirements – Graduate or Post-Graduate in Management preferred. 4–5 years of relevant experience, with at least 2 years in Operations or Customer Service. Exposure to operational audits, risk assessment, and regulatory compliance. Hands-on understanding of payments processes, automation, and system enhancements. Prior managerial experience with strong documentation and communication skills.

About The Department? The (Indian) International Financial Services Centre/s (IFSC) is a Special Economic Zone (SEZ) for financial services (banking, capital market, insurance and other allied services) regulated by the (Indian) International Financial Services Centres Authority (IFSCA). HDFC Re is in the process of establishing an IFSC Insurance Office (IIO), a branch in an unincorporated form at GIFT City, IFSC, India. Through this branch, HDFC Re plans to distribute non-INR denomination insurance products to retail clients across the world. Please visit the website: https://www.hdfclifere.com/ Job Responsibilities Process related: Processing and adherence to TAT, SLA management for all New Business and Policy servicing transactions for HDFC Re IFSC Branch's insurance business First level spoc for handling channel expectations and escalations Demonstrate adequate controls and measures for the transactions executed by the operations unit Tracking and reporting of all deviations noted with superiors and department heads Responsible for productivity tracking and management of team and function in order to operate in a cost-effective manner Metrics Management and controls: Responsible for all functional reporting and MIS management for relevant stakeholders Responsible for performance management of key metrics and operational parameters for the team and the operations unit Stakeholder management: Undertake effective vendor management and ensure adherence to the defined scope of work

Planit are world leaders in application testing and quality engineering. We provide solutions that support organisations to deliver high quality systems, applications, and IT architecture. Planit is a proud NRI company and part of a global movement to deliver a sustainable and secure future through better Information Technology exchanges. Our team offer expert consultancy, bespoke services, tailored training and unique solutions to complex projects. Specialising in digital quality, Planit have a geographic footprint across many continents, with 1700+ permanent employees and have been recognised in Gartner's Magic Quadrant for Application Testing Services. Our Values and ethos are focused on an intrinsic connection to our people, the awareness of our environment and our pursuit to be better than yesterday. We continue to lead the industry with unrivalled ideas, ability, and a quest to discern paradigms. About the Role Based in our Mumbai and working within the insurance service sector with Life Asia; The role will see you involved in all aspects of BA work with a particular focus on policy servicing, calculations and delivery. Responsibilities Review, estimate, and identify project conditions/ objectives recommending best practise improvements as needed with stakeholders Drive the review and implementation of Individual/Group Product setup, Rate setup and related life cycle till production release. Understand and deliver servicing across core policy admin systems within LIFEASIA or Ingenium Demonstrate an understanding of new business Policy Servicing, accounting and actuarial processes related to core life insurance Identify the gaps in BRD and FSD documents to avoid the rework in project life cycle. Skills & Experience 2-5 years' experience in a BA role specifically with experience in Lifa Asia or Ingenium Experience in project/delivery management Experience with understanding user requirements and translating them to system workflows Experience providing timely updates to relevant stakeholders and training end users on implemented business functionalities We believe in fostering a culture where our people are rewarded for the work they do and looked after from their first day at Planit. If you believe that this role is for you APPLY TODAY! Given to the nature of this contract role our friendly talent team will only consider candidates with full and current work rights. We will endeavour to contact short-listed candidates with an update as soon as possible. www.planittesting.com Planit is an equal employment opportunity employer.

I am hiring this position for one of our Life Insurance client. Candidates having minimum 2-3 years of experience in Policy Servicing role in Customer Service with Life Insurance company will only be preferred. Role & responsibilities Handling company-initiated payout i.e. survival benefit, Maturity and Discontinuance • Daily reconciliation to ensure customer is getting payout within predefined TAT. Daily MIS to senior management to create visibility. 100% payout through e-mode Timely amendment of SOP as and when process changes Key Focus areas: Adherence of TAT 100% payout through e-mode. Accuracy of payout Zero escalation and delay Preferred candidate profile Good written and verbal communication Good MS office experience specially MS excel and PowerPoint Good logical reasoning 2-3 years of experience in life insurance domain

Greetings!1 Urgent hiring at Jaipur Location - work from office. Having good experience in Life and Health, general insurance. Hands on experience in retail insurance. Ability to calculate the premium and understand the interest schemes and types of insurance. Good with testing Work with multiple stakeholders and ability to write the test cases. Good understanding of SDLC . Regards, Manish Ahirwar 9167376688