
Officer / r - Insurance Operations
2 weeks ago
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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