Executive

2 weeks ago


Thāne, Maharashtra, India Tata AIA Life Full time
**Position Title

  • Executive / Senior Executive
  • New Business Operations
**Department

  • Operations Issuance
**Level/ Band

  • 201 / 251 Executive/Senior Executive
    Role Summary:
  • Undertake resolution of average communications per month
  • T + 1 days and average cases counteroffers / funds transfers per month
  • Ensure timely data entry in the system
  • Evaluate case categories, assess existing guidelines for clearance

B Organizational Relationships**
Reports T
**o

  • Manager New Business Operations
**Supervises

  • Individual contributor
    C Job Dimensions****Geographic Area Covered
  • PAN India branches (Branch Operations teams)
**Stakeholders Internal

  • Branch Sales and Operations teams ( pendings, resolutions)
  • Underwriters ( pendings, resolves, Underwriting)
  • F&A (Fund transfers, refunds)
  • POS (for funds transfers from surrenders)
  • IT (system issues, issuance data)
**External

  • Customers ( pendings, documents, queries, etc)
    D Key Result Areas*
  • Undertake resolution of average communications per month
  • T + 1 days and average cases counteroffers / funds transfers per month
  • Ensure timely data entry in the system
  • Evaluate case categories, assess existing guidelines for clearance
  • Follow up with underwriters for case clearance, pendings, resolves
  • Highlight trends to Manager for root cause issues and related recommendation

- Create base trackers for related Department MIS

  • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
**E

Skills Required:

**Technical
**Good Knowledge of MS Office
**Behavioral
**Essential
**Desired
**Interpersonal skills

-
**Communication skills

-
**Creative thinking skills

-
**Supervising/Leadership skills

-
**Teamwork Skills

-
**Influencing skills

-

Relationship

Building
**skills

-
**Decision making skills

-

F Incumbent Characteristics
**Essential
**Desired
**Qualification

  • Graduate with knowledge of Excel, understanding of insurance processes, basic underwriting guidelines
**Experience
years with - 2 years in Insurance in U& I processes
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