Insurance Associate-17

2 months ago

Mumbai Maharashtra, India M&G plc Full time

We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G plc group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&G plc’s ambition to be the best loved and most successful savings and investments company in the world.

Our diversified service offerings extending from Digital Services (Digital Engineering, AI, Advanced Analytics, RPA, and BI & Insights), Business Transformation, Management Consulting & Strategy, Finance, Actuarial, Quants, Research, Information Technology, Customer Service, Risk & Compliance and Audit provide our people with exciting career growth opportunities. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

Job Title:
Insurance Associate \ Executive

Reports to:
Team Manager

Scope of Role

M&G Global Services Pvt Ltd - Mumbai

M&G Global Services Pvt Ltd - Mumbai

Operations - Customer Services

Key departments / areas of responsibility

Operations

Job Dimensions Financial Non Financial Not Applicable No direct reports Overall Job Purpose
- A key member of Customer Service Operations team, responsible for providing an efficient, effective and compliant service to policyholders.
- Key accountabilities include handling of simple and complex cases, quality in service delivery, accuracy in providing and capturing information while adhering to compliance guidelines and support to team managers.

Key Accountabilities and Responsibilities
- Key responsibilities: Wealth Operations, PFP, Adhoc Projects
- To provide customer service to both internal and external customers
- Ensure own work is completed to a high level of accuracy within service level agreements, to achieve regulatory targets
- Maintain and implement personal development plan in partnership with immediate manager
- Identify, facilitate and implement process improvement ideas to improve efficiency.
- Keep own knowledge up to date in relation to servicing/processing/compliance activities
- Execute non-standard cases and manual work that cannot be processed on standard systems.
- Learn all the skills and knowledge that would cover a broad range of servicing activities across regulated products.
- Identify customer needs, providing assistance / information and capturing essential details on the system thereby enabling other departments to fulfil the customer requirements.
- To demonstrate a positive risk, compliance and control culture through the identification, assessment, monitoring and management of risks and issues within the business area, alongside ensuring timely and appropriate resolution of control weaknesses, actions and failures that arise.
- To achieve and maintain required level of competency as per the training and competency framework.
- Responsible for the day to day pre sales administration for PFP and servicing of Retirement Account customers
- Responsible for updating details on various systems
- Will also be responsible for sending template letters to customers and at times creating free-form letters to respond to customer queries.
- Handle calls to ceding companies or internal departments within UK if required for some work types

Key Interfaces Internal External Colleagues Process Leaders/Team Managers Business Managers Service Delivery Areas Call Handlers / Processors Customers/ Clients Financial Advisors

Competence / Knowledge / Skills required

Qualification

Graduate

Knowledge

Basic knowledge of computers

**Skills**:
Good verbal and written communication skills

Ability to grasp processes and understand the implications of changes in processes

Eye for detail

Team player

We live by four behaviours at M&G and we ask all our employees to:
Inspire Others - Support and encourage each other, creating an environment where everyone can contribute and succeed

Embrace Change - Be open to change, willing to be challenged and able to adapt quickly and imaginatively to new ideas

Deliver Results - Focus on outcomes, set high standards and deliver with energy and determination

Keep it Simple - Cut through complexity and bureaucracy, be clear and decisive and never overcomplicate things

Experience

Fresher’s eligible

Preference wo

  • Account Manger

    5 months ago

    Mumbai, Maharashtra, India Serving Skill Full time

    **Position Overview**: The IFRS 17 Implementation Team will plays a crucial role in ensuring the successful adoption and integration of the International Financial Reporting Standard 17 (IFRS 17) within the organization. This team is responsible for navigating the complexities of IFRS 17 requirements, collaborating across departments, and implementing...

  • Insurance Advisor

    4 days ago

    Andheri, Mumbai, Maharashtra, India Mosahay associate pvt ltd Full time

    An insurance advisor in an agency channel role typically has the following responsibilities: - **Provide insurance advice**: Help clients find the best insurance policies for their needs - **Analyze policy details**: Process policy adjustments and renewals - **Help with claims**: Assist clients with insurance claims and ensure they are satisfied with their...

  • Health Insurance Sales Professional

    1 week ago

    Mumbai, Maharashtra, India ANA associate Full time

    We are seeking a skilled Health Insurance Sales Professional to join our team at ANA associate.The ideal candidate will have any general / Health / Life insurance co. experience, and a proven ability to research and source potential clients, build long-term relationships with them, and persuade prospective clients to engage in phone conversations and/or...

  • Senior Accounting Specialist

    7 days ago

    Mumbai, Maharashtra, India M&G Full time

    Job Title: Senior Accounting Specialist - IFRS 17 ReportingWe are seeking a highly skilled Senior Accounting Specialist to join our team in Stirling or Edinburgh. As a Senior Accounting Specialist, you will be responsible for delivering timely and accurate financial results and disclosures across all reporting metrics.Key Responsibilities:Manage the delivery...

  • Health Insurance Sales Professional

    4 weeks ago

    Mumbai, Maharashtra, India ANA associate Full time

    Job DescriptionWe are seeking a highly motivated and experienced Health Insurance Sales Executive to join our team at ANA associate. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities in the health insurance market.Key Responsibilities:Client Acquisition: Research and source potential clients,...

  • Guest Service Associate

    5 months ago

    Mumbai, Maharashtra, India MoSahay Associate Full time

    The **Guest Service Associate (GSA)** is responsible for providing exceptional customer service to guests, ensuring their stay is memorable and pleasant. The GSA will handle all aspects of guest check-in and check-out, answer inquiries, and manage reservations. A background in hotel management is essential to understand the operational and service-oriented...

  • Insurance Associate

    5 months ago

    Karve Road, Pune, Maharashtra, India BTW Visa Services India Pvt Ltd Full time

    Job Description: We are seeking a General Insurance Associate with 2-3 years of experience to join our team. As a General Insurance Associate, you will be responsible for assisting in various aspects of insurance operations, including policy issuance, claims processing, and customer service. **Responsibilities**: - Assist in the issuance and renewal of...

  • Insurance Associate

    2 months ago

    Karve Road, Pune, Maharashtra, India BTW Visa Services India Pvt Ltd Full time

    Job Description: We are seeking a General Insurance Associate with 2-3 years of experience to join our team. As a General Insurance Associate, you will be responsible for assisting in various aspects of insurance operations, including policy issuance, claims processing, and customer service. **Responsibilities**: - Assist in the issuance and renewal of...

  • Health Insurance Sales Professional

    3 weeks ago

    Mumbai, Maharashtra, India ANA associate Full time

    Key ResponsibilitiesInsurance Expertise: Any general / Health / Life insurance co. experience is mandatory.Sales Experience: Any field sales experience will be considered.Key Performance IndicatorsClient Acquisition: Research and source potential clients and build long-term relationships with them.Policy Sales: Persuade prospective clients to engage in a...

  • IFRS 17 Senior Accountant

    3 weeks ago

    Mumbai, Maharashtra, India M&G Full time

    Job Title: IFRS 17 Senior AccountantWe are seeking a highly skilled and experienced IFRS 17 Senior Accountant to join our team at M&G plc. As a key member of our Financial Reporting team, you will be responsible for delivering high-quality financial results and disclosures across all reporting metrics.Key Responsibilities:Manage delivery of accounting inputs...

  • Insurance Associate

    5 months ago

    Mumbai, India BHATTS LOGISTICS PVT LTD Full time

    Urgent Opening for the position of Insurance Associate in our office. Office Location - Sion, Mumbai Salary Regards HR Team **Salary**: ₹10,000.00 - ₹15,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required) **Education**: - Bachelor's...

  • Motor Insurance Renewal

    5 months ago

    Mumbai, India EFFICIENT Insurance Brokers Pvt Ltd Full time

    The Renewals Manager will collaborate within Revenue and Success, Marketing and Legal to maximize the renewal success while looking for additional opportunities for upselling additional revenue. You have to have extreme ownership of your business The Job Role and Responsibilities: 1. Have to manage a Team, Partners and distributors for General and Life...

  • Insurance Sales Representative

    7 days ago

    Mumbai, Maharashtra, India OneInsure (Robinhood Insurance Broker Pvt Ltd) Full time

    Job Title: Tele Sales AssociateAbout the Role:We are seeking a highly motivated and results-driven Tele Sales Associate to join our team at OneInsure (Robinhood Insurance Broker Pvt Ltd). In this role, you will be responsible for contacting potential or existing customers to inform them about our products or services using scripts. You will also answer...

  • IFRS Reporting

    1 month ago

    mumbai, India SBI General Insurance Full time

    We at SBI General Insurance are looking to hire IFRS Reporting Manager. IND AS/IFRS Reporting - Multiple Roles Job Responsibilities: - Experience of working on IFRS/Ind AS, specially INDAS 117, 109 and 116 (IFRS 17, 9, 16) - Experience in preparation of IND AS financial statements. - General Insurance industry experience will be preferable. Experience:...

  • IFRS Reporting

    1 month ago

    mumbai, India SBI General Insurance Full time

    We at SBI General Insurance are looking to hire IFRS Reporting Manager. IND AS/IFRS Reporting - Multiple RolesJob Responsibilities:- Experience of working on IFRS/Ind AS, specially INDAS 117, 109 and 116 (IFRS 17, 9, 16)- Experience in preparation of IND AS financial statements.- General Insurance industry experience will be preferable.Experience: Fresher to...

  • Relationship Associate Sales Specialist

    4 weeks ago

    Mumbai, Maharashtra, India Max Life Insurance Full time

    Job OpportunityJob Title: Relationship Associate Sales (Bancassurance – Sales AXIS)Job Summary:We are seeking a skilled Relationship Associate Sales to join our Bancassurance team at Max Life Insurance. As a key member of our sales team, you will be responsible for building and maintaining relationships with clients, identifying sales opportunities, and...

  • Insurance Associate-4

    5 months ago

    Mumbai, Maharashtra, India M&G plc Full time

    We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G plc group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. The company has rapidly...

  • Relationship Associate

    3 weeks ago

    Mumbai, Maharashtra, India Max Life Insurance Full time

    Job OpportunityJob Title: Relationship Associate Sales (Bancassurance – Sales AXIS)Job Summary:We are seeking a skilled Relationship Associate to join our Bancassurance team. The successful candidate will be responsible for sales and relationship management within the Bancassurance – Sales AXIS department.Key Responsibilities:Develop and maintain strong...

  • Regional Liability Insurance Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Bajaj Allianz General Insurance Company Ltd. Full time

    Job Summary:As a Regional Liability Insurance Specialist at Bajaj Allianz General Insurance Company Ltd., you will be responsible for driving premium growth, renewal retention, and new business growth for the zone. You will achieve top-line and bottom-line targets as per the Annual Operating Plan (AOP).Key Responsibilities:Source, assess, and underwrite...

  • Business Development Associate

    4 weeks ago

    Mumbai, Maharashtra, India Kotak life insurance Full time

    Kotak Life Insurance is seeking a skilled Business Development Associate to join our team. As a Business Development Associate, you will be responsible for achieving sales targets by making effective sales presentations in a venue setting. Your primary goal will be to maintain high standards of service quality and attract and convert leads shared by the...