Operations Officer- Life Insurance

3 months ago


Thane, India Crayontek Full time

You will be responsible for handling various administrative tasks related to policy issuance, deficiency management, query handling, ensuring compliance with company guidelines and regulatory requirements.
- This role requires attention to detail, strong organizational skills, and the ability to work effectively in a team-oriented environment.

**Key Responsibilities**:

- : Support Sales / LOB & ensure issuance of life insurance policies accurately and efficiently.
- : Support Sales / LOB / Customers & ensure the deficiency in the documents is resolved within defined TAT
- : Conduct quality checks on policy documentation to ensure compliance with internal policies and regulatory standards.
- : Communicate with customers regarding policy issuance status and any additional requirements.
- : Identify opportunities for process improvements to enhance efficiency and customer satisfaction.
- : Ensure adherence to company policies, procedures, and regulatory requirements throughout the issuance process.
- : Ensure to resolve all the assigned cases / work is completed within defined TAT

**Qualifications**:

- Proven experience in life insurance operations or related field preferred.
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal skills.
- Ability to multitask and prioritize workload effectively.
- Proficiency in using computer systems and office software (e.g., Microsoft Office Suite, CRM systems).
- IC 33 / IC 39 Certification is a plus.
- Bachelor Degree Require

**Additional Information**:

- This position offers an opportunity to join a dynamic team dedicated to providing exceptional service in the financial industry. You will have the chance to contribute to the operational efficiency of policy issuance while ensuring compliance and customer satisfaction.

**Benefits**:

- Health insurance
- Provident Fund

**Experience**:

- Operations: 2 years (preferred)
- Life Insurance: 2 years (preferred)

Work Location: In person


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