Insurance Operations Specialist

2 weeks ago

Hyderabad, Telangana, India 2coms Full time

Job Title: Service Delivery Manager



Role Overview

The Service Delivery Manager plays a critical role in our Wealth Management operations, overseeing a wide range of investment products and services tailored to the unique needs of professional service firms, financial intermediaries, institutions, and individuals worldwide. This position requires working in a high-risk, time-critical environment, dealing with a broad spectrum of clientele, including fund companies, carrier/insurance companies, brokers, custodians, onshore teams, and internal teams with unique requirements.



Key Responsibilities


  • Assist the front office in buying and selling insurance policies and linking them with client accounts to ensure smooth processing of various claims.
  • Responsible for tracking and paying commissions to FAs for selling insurance products and annuity clients.
  • Process various requests received from FAs via a workflow tool for linking the policy with account.
  • Process trades manually which are stuck in the system due to technical glitches.
  • Achieve turnaround time and accuracy targets for all areas of work.
  • Understand and interpret verbal and written communication effectively to take required course of action.
  • Exceed/meet training targets and get accredited on various work types within the team.
  • Keep abreast with the latest process updates received at regular intervals/ad-hoc cases.
  • Complete all mandatory training and certifications for self and adhere to all policies and procedures to ensure compliance.
  • Effectively address client queries with timeliness and accuracy.
  • Process exceptions and/or tasks assigned as per the defined procedures/timelines.
  • Liaise with all stakeholders via email/phone call/chats to ensure timely and accurate resolution.
  • Actively participate and contribute to team initiatives such as regular team meetings, process huddles, and presentation of thoughts/ideas.


Requirements

Bachelor’s degree or equivalent practical experience preferred. MBA preferable finance (desired). Any PG Course. 03 years relevant experience in Insurance Operations back-office operations.



Essential Skills/Aptitude


  • Knowledge of the securities market.
  • Ability to multitask in a fast-paced environment.
  • Good working knowledge of Excel & Word.
  • Strong written and verbal communication skills in English.
  • Reasoning skills.


2coms

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