Executive

3 weeks ago


Thane, 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 100 - 110 communications per month - T + 1 days and average 175 - 200 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 100 - 110 communications per month - T + 1 days and average 175 - 200 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
- 3 - 5 years with 1 - 2 years in Insurance in U& I processes



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