207 Policy Servicing Jobs - Page 2

OBJECTIVE OF THE ROLE ETE handling for alteration and UL requests received at PS. Managing Vendor for Alteration and UL processing. Co ordinate with multiple stake holders for processing requests Identify gaps in processes and build controls and take up projects Identifying and driving projects for respective piece. Ensuring Controls and risk management Handling escalations Prepare MIS and reports Audit data preparation and closing the findings Managing NPS for PS. KEY RESPONSIBILITIES Weightage Alteration TAT 15 Maintenance of processes as per standard with built-in escalations and ensure periodic audits and response to audit 10 Identifying pain areas in the current processes & build controls & also take up for system development 15 Complying with Regulations ,Laws as applicable ,Complying with all internal policies processes as applicable, Complying with accepted best practices 10 Accuracy of Deliverables of the Department - Customer and Financial Transactions 10 Completion of minor task allotted and driving strategies 10 Elimination, automation & outsourcing of activities 10 Risk identification and implement mitigation measures along with driving projects for ETE closure 10 Monitoring s

Job Summary The Policy Servicing Specialist will be responsible for managing and maintaining life and annuities insurance policies. This role requires a keen eye for detail and proficiency in MS Office to ensure accurate policy servicing. The candidate will work in a hybrid model primarily during day shifts with no travel required. The role is crucial in supporting the companys mission to provide exceptional insurance services. Responsibilities Manage and maintain life and annuities insurance policies to ensure accuracy and compliance with company standards. Utilize MS Office tools to efficiently process and update policy information. Collaborate with internal teams to resolve policy-related inquiries and issues promptly. Ensure all policy servicing activities adhere to regulatory requirements and company guidelines. Provide exceptional customer service by addressing policyholder queries and concerns effectively. Analyze policy data to identify trends and recommend improvements in servicing processes. Prepare detailed reports on policy servicing activities for management review. Coordinate with underwriters to facilitate policy amendments and endorsements. Conduct regular audits of policy records to maintain data integrity. Support the development and implementation of new policy servicing procedures. Participate in training sessions to stay updated on industry trends and best practices. Contribute to team meetings by sharing insights and suggestions for process enhancements. Assist in the onboarding of new team members by providing guidance and support. Qualifications Demonstrate proficiency in MS Office particularly Excel and Word to manage policy data efficiently. Possess strong knowledge of life and annuities insurance to handle policy servicing tasks effectively. Exhibit excellent communication skills to interact with policyholders and internal teams. Show attention to detail to ensure accuracy in policy documentation and servicing. Have the ability to work independently in a hybrid work model managing time effectively. Display problem-solving skills to address policy-related issues promptly. Maintain a customer-centric approach to deliver high-quality service. Certifications Required Certified Insurance Service Representative (CISR) or equivalent certification in life and annuities insurance.

Location - Coimbatore Work Model - Work From Office Shift - Hong Kong Shift timings(Will reconfirm on the same) Level - PE/SPE/SME/TL/TM

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 & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

Email and web portal operations Quote generation Policy issuance Excel MIS updates Client query handling and support

Greetings from Black and White business solutions !! About the Company Hiring for Top Multinational corporation !! Job Title : P&C Quoting Specialist Qualification : Any Graduate and Above Relevant Experience : 3 to 5 Years Must Have Skills : 1.Experience in insurance quoting, submissions processing, insurance sales, or customer service with hands-on experience in preparing and managing insurance quotations. 2.Proven experience in generating and managing insurance quotes using online quoting platforms. 3.Strong understanding of insurance quoting workflows, rating tools, and underwriting guidelines. 4.Ability to analyze client information and select appropriate coverage options to generate accurate quotes. 5.Familiarity with multiple carrier portals and quoting systems (especially for the US market). 6.Capability to identify and rectify errors in quote submissions to ensure speed and accuracy. 7.Proficiency in CRM software and Microsoft Office (especially Excel for data entry and tracking). 8.Comfortable navigating various insurance carrier quoting platforms and databases. Understanding of industry regulations and documentation requirements. Good Have Skills : Knowledge of insurance products and industry regulations Roles and Responsibilities : 1.Process insurance submissions and generate quotes using online platforms in a timely and accurate manner. 2.Collaborate with Client Service Managers (CSMs) to understand client requirements and tailor quotes accordingly. 3.Ensure compliance with insurance industry regulations and company policies. 4.Maintain updated knowledge of insurance products and underwriting guidelines. 5.Utilize CRM software to document and track client interactions and quoting activities. 6.Provide support to the sales and customer service teams by delivering high-quality quoting assistance. 7.Follow up on pending quotes and assist in resolving client queries or issues. 8.Maintain organized records of all quoting activities and submissions. 9.Continuously improve quoting processes and suggest efficiency enhancements where applicable. Location : Bangalore CTC Range : 4.5 to 7 LPA (Lakhs Per Annum) Notice Period : Immediate to 15 Days Mode of Interview: Virtual Shift Timing: US Shift Mode of Work: Hybrid -- Thanks & Regards, Darini HR Senior Analyst Black and White Business Solutions Pvt Ltd Bangalore, Karnataka, INDIA. Direct Number: 080-67432405 | WhatsApp 9591269435 darini@blackwhite.in | www.blackwhite.in ****************************** DO REFER YOUR FRIENDS**********************************

As an insurance officer, you will play a crucial role in managing and servicing insurance policies for our clients. Your responsibilities will include meeting with potential and existing clients to understand their insurance needs, assess risk profiles, and recommend appropriate coverage options. You will be tasked with gathering required information, reviewing applications, and submitting them to underwriters for approval. It will be essential for you to maintain accurate policy records, update policy details as needed, and ensure timely premium collection. Additionally, you will be responsible for investigating and processing insurance claims, communicating with clients and third parties regarding claim status, and making appropriate claim settlements. Providing ongoing support throughout the policy lifecycle and addressing client inquiries and concerns will also be part of your role. You will be expected to identify potential new clients, generate leads, and promote insurance products to expand our customer base. Adhering to all relevant insurance regulations and industry standards, including data privacy and ethical sales practices, will be imperative. A key focus of your role will be on selling life insurance policies, including term life, whole life, and annuities. The ideal candidate for this position must have at least 1 year of experience in insurance sales and fall within the age range of 24-38. It is preferred to hire a local candidate first. Your ability to assess client needs, evaluate risks, and recommend appropriate coverage options will be essential. You should also be adept at presenting insurance options persuasively and closing deals effectively. If you meet the requirements mentioned above and are interested in this opportunity, please contact Rupa at 78620 87265. This is a full-time, permanent position with benefits such as health insurance, life insurance, paid sick time, and Provident Fund. The work schedule is during the day shift, and there are additional perks like a joining bonus and performance bonus. The preferred educational qualification for this role is a Bachelor's degree. Candidates with 2 years of field sales experience will be given preference. The work location for this role is in person, and you will have the opportunity to make a meaningful impact in the insurance sector.,

Greetings from Black and White business solutions !! About the Company Hiring for Top Multinational corporation !! Job Title : P&C Quoting Specialist Qualification : Any Graduate and Above Relevant Experience : 3 to 5 Years Must Have Skills : 1.Experience in insurance quoting, submissions processing, insurance sales, or customer service with hands-on experience in preparing and managing insurance quotations. 2.Proven experience in generating and managing insurance quotes using online quoting platforms. 3.Strong understanding of insurance quoting workflows, rating tools, and underwriting guidelines. 4.Ability to analyze client information and select appropriate coverage options to generate accurate quotes. 5.Familiarity with multiple carrier portals and quoting systems (especially for the US market). 6.Capability to identify and rectify errors in quote submissions to ensure speed and accuracy. 7.Proficiency in CRM software and Microsoft Office (especially Excel for data entry and tracking). 8.Comfortable navigating various insurance carrier quoting platforms and databases. Understanding of industry regulations and documentation requirements. Good Have Skills : Knowledge of insurance products and industry regulations Roles and Responsibilities : 1.Process insurance submissions and generate quotes using online platforms in a timely and accurate manner. 2.Collaborate with Client Service Managers (CSMs) to understand client requirements and tailor quotes accordingly. 3.Ensure compliance with insurance industry regulations and company policies. 4.Maintain updated knowledge of insurance products and underwriting guidelines. 5.Utilize CRM software to document and track client interactions and quoting activities. 6.Provide support to the sales and customer service teams by delivering high-quality quoting assistance. 7.Follow up on pending quotes and assist in resolving client queries or issues. 8.Maintain organized records of all quoting activities and submissions. 9.Continuously improve quoting processes and suggest efficiency enhancements where applicable. Location : Bangalore CTC Range : 4.5 to 7 LPA (Lakhs Per Annum) Notice Period : Immediate to 15 Days Mode of Interview: Virtual Shift Timing: US Shift Mode of Work: Hybrid -- Thanks & Regards, Lakshmi PS HR Analyst Black and White Business Solutions Pvt Ltd Bangalore, Karnataka, INDIA. Direct Number: 080-67432469/WhatsApp @7892150019 lakshmi.p@blackwhite.in | www.blackwhite.in ****************************** DO REFER YOUR FRIENDS**********************************

Greetings from Black and White business solutions !! About the Company Hiring for Top Multinational corporation !! Job Title : P&C Quoting Specialist Qualification : Any Graduate and Above Relevant Experience : 3 to 5 Years Must Have Skills : 1.Experience in insurance quoting, submissions processing, insurance sales, or customer service with hands-on experience in preparing and managing insurance quotations. 2.Proven experience in generating and managing insurance quotes using online quoting platforms. 3.Strong understanding of insurance quoting workflows, rating tools, and underwriting guidelines. 4.Ability to analyze client information and select appropriate coverage options to generate accurate quotes. 5.Familiarity with multiple carrier portals and quoting systems (especially for the US market). 6.Capability to identify and rectify errors in quote submissions to ensure speed and accuracy. 7.Proficiency in CRM software and Microsoft Office (especially Excel for data entry and tracking). 8.Comfortable navigating various insurance carrier quoting platforms and databases. Understanding of industry regulations and documentation requirements. Good Have Skills : Knowledge of insurance products and industry regulations Roles and Responsibilities : 1.Process insurance submissions and generate quotes using online platforms in a timely and accurate manner. 2.Collaborate with Client Service Managers (CSMs) to understand client requirements and tailor quotes accordingly. 3.Ensure compliance with insurance industry regulations and company policies. 4.Maintain updated knowledge of insurance products and underwriting guidelines. 5.Utilize CRM software to document and track client interactions and quoting activities. 6.Provide support to the sales and customer service teams by delivering high-quality quoting assistance. 7.Follow up on pending quotes and assist in resolving client queries or issues. 8.Maintain organized records of all quoting activities and submissions. 9.Continuously improve quoting processes and suggest efficiency enhancements where applicable. Location : Bangalore CTC Range : 4.5 to 7 LPA (Lakhs Per Annum) Notice Period : Immediate to 15 Days Mode of Interview: Virtual Shift Timing: US Shift Mode of Work: Hybrid -- Thanks & Regards, Niveditha HR Senior Analyst- TA-Delivery Black and White Business Solutions Pvt Ltd Bangalore,Karnataka,INDIA. Direct Number: 080-67432479/Whatsapp @9901039852| niveditha.b@blackwhite.in | www.blackwhite.in ****************************** DO REFER YOUR FRIENDS**********************************

Job Title : P&C Quoting Specialist Qualification : Any Graduate and Above Relevant Experience : 3 5 Years Must Have Skills : 1.Experience in insurance quoting, submissions processing, insurance sales, or customer service with hands-on experience in preparing and managing insurance quotations. 2.Proven experience in generating and managing insurance quotes using online quoting platforms. 3.Strong understanding of insurance quoting workflows, rating tools, and underwriting guidelines. 4.Ability to analyze client information and select appropriate coverage options to generate accurate quotes. 5.Familiarity with multiple carrier portals and quoting systems (especially for the US market). 6.Capability to identify and rectify errors in quote submissions to ensure speed and accuracy. 7.Proficiency in CRM software and Microsoft Office (especially Excel for data entry and tracking). 8.Comfortable navigating various insurance carrier quoting platforms and databases. Understanding of industry regulations and documentation requirements. Good Have Skills : Knowledge of insurance products and industry regulations Roles and Responsibilities : 1.Process insurance submissions and generate quotes using online platforms in a timely and accurate manner. 2.Collaborate with Client Service Managers (CSMs) to understand client requirements and tailor quotes accordingly. 3.Ensure compliance with insurance industry regulations and company policies. 4.Maintain updated knowledge of insurance products and underwriting guidelines. 5.Utilize CRM software to document and track client interactions and quoting activities. 6.Provide support to the sales and customer service teams by delivering high-quality quoting assistance. 7.Follow up on pending quotes and assist in resolving client queries or issues. 8.Maintain organized records of all quoting activities and submissions. 9.Continuously improve quoting processes and suggest efficiency enhancements where applicable. Location : Bangalore CTC Range : 4.5 7 LPA (Lakhs Per Annum) Notice Period : 15 Days Mode of Interview : Virtual Shift Timing : US Shift Mode of Work : Hybrid Thanks & Regards, Amulya G HR Analyst Black and White Business Solutions Pvt Ltd Bangalore, Karnataka, INDIA. Direct Number: 080-67432437/Whatsapp @6366979339 amulya.g@blackwhite.in | www.blackwhite.in ****************************** DO REFER YOUR FRIENDS**********************************

Qualification : BA/B Com/BBA/BBM/M Com/MA Shift : US Shift Work from Office model Job Location : Pune (Hinjewadi) Open Demand for PE Level : 15 Open Demand for SPE/SME : 15 TL : 2 Share available candidate details with Resume from the below list. Questions for SPE /SME Level : Property and casualty insurance Premium Audit experience is compulsory Claims Underwriting Endorsement Deductible Insurance life cycle of claim What is collision Comprehensive coverage What is deductive What is liabilities What do you understand by Property and casualty Insurance What is Endowment FNOL Endorsement Subrogation litigation RB Traction What is liabilities generally, example What is PIP What is P&C in general ? When it is utilized Personal Injury protection? Valid PAN Number - _____________________(Why PAN Required > Mandatory to Process Candidature & Find Duplicity in Internal PAN Validation Process and also to initiate a screening call. Please reach out in case of any queries. Sonali Chattopadhyay I Associate People Success Orcapod Consulting Services Pvt Ltd. Email I sonali.chattopadhyay@orcapod.work www.orcapodservices.com 9548431649

Greeting from Kotak Life Insurance Interested candidate can share their cv on 6305323356 or Mail: Jayanth.panchagnula@kotak.com Job Title: Executive Group Insurance Operations (CSG) Job Description: We are looking for a detail-oriented professional to manage end-to-end operations of Group Insurance policies, including policy issuance, endorsements, premium calculations, underwriting coordination, and claims processing. Key Responsibilities: Manual premium calculation based on the benefit structure of the policy Preparation of Proforma Invoice and follow-up for client payments Follow-up for new business and renewal documents Policy conversion coordination and quality check of policy documents Sharing policy documents with brokers and clients Underwriting requirements follow-up and arranging medical check-ups Tracking medical reports and underwriting decisions Updating system records to accept or reject member coverage based on underwriting decisions Handling monthly endorsement data requests and performing data sanity checks Coordinating endorsement requests with Head Office and verifying premium summaries Sharing premium summaries with brokers/clients and ensuring correctness of premium charged Following up for PDF copies of endorsements and rated-up letters Sharing medical reports with employees post underwriting completion Handling gratuity requests and refund details after QC Sharing UTR details with clients for transactions Managing death claim process: locking member records, sharing document requirements, registering claims, and following up on settlement details Required Skills: Strong knowledge of Group Insurance Operations Familiarity with Policy Servicing, Endorsements, Premium Calculations, and Claims Processing Good coordination and follow-up skills with clients, brokers, and internal teams Proficiency in MS Excel and data management Strong attention to detail and process orientation Thanks, Jayanth

Designation: Analyst CAT Modelling Experience: 3 to 6 years Location: Pune (Work from Office ) Qualification: Graduate Shift Time: Night Shift Skill Required: Data Cleansing, Policy Administration, Policy Issuance, P&C insurance Job Description: Relevant work experience in Insurance Policy admin, Property and Casualty Insurance Experience in Data Cleansing, SOV Cleansing Experience in Issuing policies as per instructions provided by UWs. Must have worked in work types such as New Business, Renewal, Endorsement, Cancelations etc. Experience Interacting with UW /Clients 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

Customer Support Services - Health Insurance Processor Role Job Responsibilities and Expectations Handle inbound and outbound customer service calls related to policy inquiries, claims status, and benefit clarifications. Service and resolve inquiries from customers, members, beneficiaries, and others regarding Health Care products and benefits across multiple product lines Ability to communicate effectively across multiple channels, including phone, e-mail, chat, and text Ability to succinctly collect information from a customer to set up a new claim Ability to gather information from multiple source systems to understand and articulate the status of a claim and what information may be needed, next steps in processing, etc. Respond to customer emails and chat queries in a timely and professional manner. Provide accurate information on health insurance products, policy terms, and coverage details. Assist customers with policy servicing requests such as address changes, ID card reissuance, and premium payment queries. Log all customer interactions in the CRM system with appropriate categorization and follow-up actions. Escalate unresolved or complex issues to the appropriate internal teams while ensuring customer satisfaction. Maintain up-to-date knowledge of company products, services, and regulatory changes in Hong Kongs health insurance market. Ensure compliance with the Personal Data (Privacy) Ordinance (PDPO) and Insurance Authority (IA) guidelines during all interactions. Support customer onboarding and orientation for new policyholders. Participate in training sessions and quality audits to improve service delivery. Academic and Additional Qualifications Needed Associate Degree in Business Administration, Insurance, or related field. 13 years of experience in customer service, preferably in the healthcare insurance sector. Proficiency in CRM systems and Microsoft Office applications. Strong communication, empathy, and problem-solving skills. Quality Review Role Job Responsibilities and Expectations Monitor and evaluate customer service interactions to ensure adherence to quality standards and regulatory compliance. Conduct call audits and review written correspondence for accuracy, tone, and completeness. Identify service gaps and provide constructive feedback to processors for performance improvement. Develop and maintain quality scorecards and reporting dashboards. Collaborate with training teams to address recurring service issues and knowledge gaps. Ensure compliance with Hong Kongs Insurance Authority (IA) regulations and internal service protocols. Support internal audits and regulatory inspections by providing documentation and quality metrics. Assist in updating standard operating procedures (SOPs) based on audit findings and regulatory updates. Participate in calibration sessions to align quality expectations across teams. Mentor junior staff on best practices in customer service delivery. Academic and Additional Qualifications Needed Bachelors degree in Insurance, Business, or Healthcare Administration. 47 years of experience in customer service or quality assurance in the health insurance industry. Familiarity with IA regulations, PDPO, and customer service KPIs. Analytical mindset with attention to detail and strong documentation skills. Supervisor Role Job Responsibilities and Expectations Supervise a team of customer service representatives and ensure daily service level targets are met. Manage workforce scheduling, attendance, and performance tracking. Resolve escalated customer issues and coordinate with internal departments for resolution. Conduct regular team meetings, coaching sessions, and performance reviews. Analyze service metrics and implement process improvements to enhance customer satisfaction. Ensure team compliance with Hong Kongs Insurance Authority (IA) regulations and internal policies. Support implementation of new systems, tools, and service workflows. Collaborate with training and quality teams to upskill staff and maintain service excellence. Prepare reports for management on team performance, customer feedback, and service trends. Foster a customer-centric culture and promote continuous improvement. Academic and Additional Qualifications Needed Bachelors degree in Business, Insurance, or Healthcare Management. 810 years of experience in customer service with at least 2 years in a supervisory role in the insurance sector. Strong leadership, conflict resolution, and team management skills. Knowledge of CRM systems, IA regulations, and service quality frameworks. Manager Role Job Responsibilities and Expectations Lead the strategic planning and execution of customer support services for the health insurance division. Define service delivery goals, KPIs, and customer experience benchmarks. Oversee budgeting, staffing, and resource allocation for the customer service department. Ensure compliance with all regulatory requirements from the Insurance Authority (IA) and PDPO. Drive digital transformation initiatives to enhance customer engagement and operational efficiency. Represent the customer service function in cross-functional leadership meetings and regulatory reviews. Develop and implement customer retention and satisfaction strategies. Monitor industry trends and regulatory changes to adapt service models accordingly. Manage vendor relationships for outsourced service functions, if applicable. Mentor and develop leadership talent within the customer service team. Academic and Additional Qualifications Needed Bachelors or Masters degree in Business Administration, Insurance, or Healthcare Management. 10+ years of experience in customer service with at least 3 years in a managerial role in the health insurance domain. Proven track record in strategic planning, regulatory compliance, and customer experience management. Strong leadership, stakeholder management, and change management capabilities. Valid PAN Number - _____________________(Why PAN Required > Mandatory to Process Candidature & Find Duplicity in Internal PAN Validation Process and also to initiate a screening call. Please reach out in case of any queries. Sonali Chattopadhyay I Associate People Success Orcapod Consulting Services Pvt Ltd. Email I sonali.chattopadhyay@orcapod.work www.orcapodservices.com 9548431649

Level : SPE-data Shift : US shift Work from Office Notice : Immediate Joiner to 30 days max Work Model : Ability to work in night shifts Ability to work from office 5 days a week The ideal candidate will possess extensive knowledge in policy servicing and should come from an Insurance background Job Description : Expert Consultation : Serve as the primary point of contact in the Indexing work supplied by the client Documentation & Reporting : Maintain accurate records of activities and produce regular reports on work indexed Process Improvement: Identify opportunities for process enhancements and help implement best practices to improve the efficiency and accuracy. Training & Development : Develop and deliver training programs for staff to improve their understanding of the Indexing process Stakeholder Collaboration : Collaborate with clients on a regular basis in query resolution and updates. Qualifications : Bachelors degree in insurance or a related field. Minimum of 2-3yrs of experience in insurance process, Indexing would be an added topic Excellent analytical and problem-solving skills, with attention to detail and accuracy. Strong communication and interpersonal skills, with the ability to convey complex information clearly. Proficiency Microsoft Office Suite Valid PAN Number - _____________________(Why PAN Required > Mandatory to Process Candidature & Find Duplicity in Internal PAN Validation Process and also to initiate a screening call. Please reach out in case of any queries. Sonali Chattopadhyay I Associate People Success Orcapod Consulting Services Pvt Ltd. Email I sonali.chattopadhyay@orcapod.work www.orcapodservices.com 9548431649

This role is for one of Weekday's clients based in the Delhi NCR region and requires a minimum of 20 years of experience in Insurance Operations. The position is full-time and tailored for a seasoned Vice President - Insurance Operations with a deep domain expertise in Property & Casualty Insurance Operations, specifically in managing large-scale delivery and operational teams catering to UK-based insurance clients. As the VP - Insurance Operations, your main responsibilities will include driving operational excellence, strengthening service delivery frameworks, ensuring compliance with global insurance standards, and working closely with senior stakeholders to shape and execute a long-term strategy for growth and efficiency in insurance operations. Key Responsibilities: - Leadership & Strategy: Lead and manage large, cross-functional operations teams, providing strategic direction aligned with organizational goals. - Client Engagement: Act as the key liaison with UK-based clients to ensure smooth communication and delivery success. - Operational Excellence: Oversee day-to-day operations to meet SLAs, KPIs, and quality metrics. - Process Optimization: Identify opportunities for automation and streamlining of insurance operations. - Regulatory Compliance: Ensure adherence to UK insurance regulatory standards and maintain a strong governance model. - Innovation & Technology Enablement: Introduce innovations in digital transformation and InsurTech solutions. - Financial Accountability: Manage P&L responsibilities, budgeting, forecasting, and cost control. - Talent Development: Drive performance management and skills development initiatives for a future-ready operations team. - Stakeholder Management: Collaborate with internal teams, business heads, and external clients to align operational initiatives with strategic goals. Required Skills And Experience: - Minimum 20 years of experience in Insurance Operations, with senior leadership roles. - Extensive experience in managing Property & Casualty Insurance operations for international clients. - Ability to lead large operations teams and scale delivery models across geographies. - Deep understanding of insurance operations workflows and UK insurance compliance standards. - Strong stakeholder management, communication, and client-facing skills. - Success in transformation projects, BPO/ITO delivery, and process improvement programs. Preferred Qualifications: - Bachelor's degree required; MBA or equivalent preferred. - Exposure to working in global delivery environments, particularly in the UK insurance domain. - Experience with Six Sigma/Lean methodologies is a plus.,

Industry :- Insurance Broking Designation :- Operations Manager Pre Policy Issuance Head Office - Powai, Mumbai Participates in the development and implementation of the Issuance & Underwriting plans, in line with the business objectives of Life & Health Insurance. Manages the implementation of the Insurance Operations Division, providing leadership and facilitating work processes in order to achieve high performance standards. Directs and manages the team on implementation of proper documentation of policy including Pre-Login Verification call, underwriting and ensuring checks on quality, risk & compliance controls. Efficiently coordinating with life & health insurance companies for issuance of business logged. Will have to build cases to present to insurer either the time of pre- underwriting or post login for faster issuance. Reconcile pending requirements for sales along with additional information and publish the same to sales along with timelines. Weekly & Monthly presentations to Sales, Ops & management on the performance of various internal control processes. Communicate on a daily basis with Managers from Sales multiple Insurance Companies in order to expedite issuance & underwriting process. Responsible for complete control of new business risk and compliance of regulations. Responsible for automating existing processes to improve efficiency of entire department.

As the Senior Vice President of Policy Services & Billing and Collections at Xceedance, located in Gurgaon/Noida, you will be a key player in providing strategic operations support, technology, and data services to drive efficiencies for insurance organizations globally. Xceedance specializes in helping insurers launch products, implement intelligent technology, deploy advanced analytics, and achieve business process optimization. Our commitment lies in adding direct value to the insurance industry by assisting insurers in launching new products, driving operations, implementing intelligent technology, deploying advanced analytic capabilities, and achieving business process optimization. Your role will involve overseeing and managing insurance functions to ensure alignment with client goals and objectives. You will lead a team of insurance experts, developing strategies to enhance efficiency and effectiveness in policy servicing, billing and collections, and HR operations. Building and maintaining strong client relationships, understanding their needs, and providing tailored solutions will be a crucial part of your responsibilities. Additionally, you will monitor industry trends and regulatory changes to ensure compliance and adapt services accordingly, while driving continuous improvement initiatives to optimize processes and deliver exceptional value to clients. To excel in this role, you must possess strategic vision and leadership skills to develop and implement plans for the Property & Casualty division. Operational management expertise is essential to provide direction and ensure efficient delivery of insurance products and services. You will be responsible for driving operational excellence through continuous improvement initiatives and setting clear performance targets for the team. Your role will also involve establishing key performance indicators to measure operational performance, implementing risk management strategies, building and maintaining strong client relationships, developing talent within the team, fostering collaboration with stakeholders, managing financial aspects, leveraging technology for process improvement, understanding global operations, and ensuring corporate governance and compliance. At Xceedance, we offer you the opportunity to exceed yourself and grow persistently. We provide career development opportunities for a well-rounded development throughout your journey with us.,

Greeting from Kotak Life Insurance Interested candidate can share their cv on 8828395189 or Mail: kli.nishmitha-kotian@kotak.com Job Title: Executive Group Insurance Operations (CSG) Job Description: We are looking for a detail-oriented professional to manage end-to-end operations of Group Insurance policies, including policy issuance, endorsements, premium calculations, underwriting coordination, and claims processing. Key Responsibilities: Manual premium calculation based on the benefit structure of the policy Preparation of Proforma Invoice and follow-up for client payments Follow-up for new business and renewal documents Policy conversion coordination and quality check of policy documents Sharing policy documents with brokers and clients Underwriting requirements follow-up and arranging medical check-ups Tracking medical reports and underwriting decisions Updating system records to accept or reject member coverage based on underwriting decisions Handling monthly endorsement data requests and performing data sanity checks Coordinating endorsement requests with Head Office and verifying premium summaries Sharing premium summaries with brokers/clients and ensuring correctness of premium charged Following up for PDF copies of endorsements and rated-up letters Sharing medical reports with employees post underwriting completion Handling gratuity requests and refund details after QC Sharing UTR details with clients for transactions Managing death claim process: locking member records, sharing document requirements, registering claims, and following up on settlement details Required Skills: Strong knowledge of Group Insurance Operations Familiarity with Policy Servicing, Endorsements, Premium Calculations, and Claims Processing Good coordination and follow-up skills with clients, brokers, and internal teams Proficiency in MS Excel and data management Strong attention to detail and process orientation Thanks, Nishmitha.

1.Coordinate on policy renewals to ensure timely closure and retention of clients. 2.Prepare RFQ documents in coordination with insurers. 3.Cross sell & Upsell 4.Client Visit 5.Maintain and update sales trackers, proposals, and reports.

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 & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

The role requires you to conduct independent compliance-based process audits and reviews of internal department processes, procedures, and practices. Your primary responsibility will be ensuring adherence to all applicable IRDAI and other regulatory regulations, as well as internal policies and procedures related to insurance operations. This involves assessing compliance risks, identifying potential gaps, and recommending corrective actions to maintain a robust and compliant operational environment. Your key responsibilities will include planning, executing, and documenting compliance audits. You will need to evaluate the effectiveness of internal controls designed to ensure compliance with insurance laws, regulations, and company policies. Additionally, you will be reviewing various aspects of insurance operations such as underwriting, claims handling, policy servicing, distribution compliances, marketing, and agent licensing. It will be crucial for you to identify and assess compliance risks and recommend strategies to mitigate those risks. You will be required to gather, analyze, and interpret data to identify trends, potential non-compliance issues, and areas for improvement. Your role will also involve preparing clear, concise, and objective audit reports summarizing findings, conclusions, and recommendations. Effective communication of audit findings and recommendations to management and ensuring the implementation of corrective actions will be essential. To excel in this role, staying up-to-date on changes in insurance laws, regulations, and industry best practices is critical. Collaborating with other departments to promote a culture of compliance and assisting in the development and maintenance of compliance policies and procedures will also be part of your responsibilities. Additionally, you may be assigned other related duties as required. The ideal candidate for this position should have 3 to 5 years of relevant experience.,

Requirements: Strong experience in UK pensions, UK workplace pensions, FCA, HMRC, TRP, SIPP, SSAS, drawdown, FSAVC, policy admin, or cash management Excellent communication & documentation skills Background in insurance, premium collection, payment processing, reconciliation, or account servicing Experience in transitions, SLA management, process excellence is a plus (for senior roles) People Management (for CL-09) Must be comfortable with UK shifts and working from office Contact Information (for Applications or Referrals): Email: sarthak@markmakers.in pranav@markmakers.co.in mohit@markmakers.co.in WhatsApp / Phone (Optional): +91-9711143040 +91-9625223228 +91-9599777266

Job Overview: We are seeking a strategic, domain-driven Solutions Architect / Pre-Sales Specialist with deep expertise in the US Insurance industry. This role is pivotal in designing and delivering transformative business solutions across Commercial Lines (CL), Personal Lines (PL), Employee Benefits (EB), and carrier ecosystems. The ideal candidate will possess a strong understanding of the Broker Value Chain, insurance operations, and regulatory frameorks, and will be adept at articulating value-driven solutions to enterprise clients in the US BFSI (Insurance) sector. Key Responsibilities: Analyze insurance operations across CL, PL, and EB to identify opportunities for process optimization and solutioning. Lead solution design for processes such as Lead Generation, Policy Servicing, Claims, Accounting, Renewals, and QA for Retail P&C carriers and brokers. Collaborate with clients and internal stakeholders to understand business challenges and formulate scalable, compliant solutions. Develop solution blueprints, capability models, and process flows using industry-standard tools. Present insurance-specific solutions and demos during pre-sales engagements, working closely with product, delivery, and business teams. Translate domain needs into functional specifications and act as a liaison between business and technology teams Skills & Attributes Bachelors or Masters degree in Insurance, Business, Finance, or related field. Minimum 7 years of experience in the BFSI domain, with at least 5 years focused on US insurance (CL, PL, EB). Proven track record in pre-sales solutioning for US Insurance clients across broker and carrier ecosystems. In-depth understanding of insurance processes including endorsements, policy administration, renewals, and commissions. Proficiency in business process mapping, customer journey modeling, and insurance analytics. Strong MS Office skills, including development of capability presentations, pitch decks, and proposals. Excellent communication, stakeholder management, and analytical skills. Familiarity with Lean, Six Sigma, or similar methodologies is a plus Preferred Qualification: Certifications such as Six Sigma or equivalent. Experience in digital transformation or operational excellence programs. Exposure to tools like CRM, LOS, or core banking platforms (from a non-technical perspective). Deep knowledge of US Insurance industry, Insurance Analytics, Pre-sales solution design, Understanding of the Broker Value Chain

AXA Global Business Services (AXA GBS) is looking for an Team Lead to manage our dynamic team in Property & Casualty (P&C) Insurance domain. Location: Ecopolis Yelahanka, Bangalore Join By: Immediate Key Responsibilities: Lead a team handling policy lifecycle activity: quotes, new business, mid-term adjustments, renewals, cancellations, and customer support via email/live chat. Ensure delivery of key performance metrics and maintain high-quality standards. Conduct VOC and error analysis to identify trends and drive improvements. Manage client relationships and ensure service excellence. Drive team development through training, performance appraisals, and career pathing. Implement process improvements and contribute to strategic initiatives. Key Skills & Experience: Mandatory: Expertise in P&C Insurance domain. 68 years of experience in Insurance Policy Servicing. Strong background in policy administration and servicing. Experience managing operations teams and working with digital platforms. Proficiency in MS Word, Excel, and PowerPoint. Excellent problem-solving, decision-making, and communication skills. Exposure to live chat/web chat processes is a plus. Send your CV to judah.s@axa.com and don't forget to include your CTC and notice period and current location.