Insurance Analyst

2 weeks ago


Mumbai Maharashtra, India M&G 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 group of companies operating as a Global Capability Centre providing a range of value adding services to the Group since 2003 Our purpose is to give everyone real confidence to put their money to work With a heritage dating back more than 175 years we have a long history of innovation in savings and investments combining asset management and insurance expertise to offer a wide range of solutions Our two distinct operating segments Asset Management and Life work together to provide access to balanced long-term investment and savings solutions M G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M G 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 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 o Colleagues o Process Leaders Team Managers o Customers Clients o Financial Advisors We have a diverse workforce and an inclusive culture at M G Global Services regardless of gender ethnicity age sexual orientation nationality disability or long term condition we are looking to attract promote and retain exceptional people We also welcome those who take part in military service and those returning from career breaks


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