Officer / r - Insurance Operations

2 weeks ago


Mumbai, India Hdfc Sales Full time

Roles & Responsibilities-

1. Issuance

  • Funded batch for CP Plus, HCA, BGR & OM LI to be verified and corrected before forwarding to insurance partners
  • Self Funding batch for HCA & BGR to be extracted and shared with insurance partner
  • Unresolved cases to be monitored and resolved within the same month (Uncovered / Discrepancies)
  • Pre Underwriting
  • Recon
  • Exception cases

2. Servicing

  • Ensure policy copies (currently only for CP Plus) are being uploaded post issuance and followed up for pending policy copies
  • COI Correction(Member/Nominee Details)
  • Over all follow-ups
  • FT details - data sharing with HDFC LTD
  • R & D / Inputs for complaint cases

3. Policy servicing

  • Cancellation process verifying docs / Excel / Data as oer IM / verifying with HDFC LTD/CRM / Central Mailbox
  • Exception Cancellation
  • Share the data with locations / branch coordinators on a regular interval

4. Data

  • Data Maintenance for all products and services


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