Excel Insurance Data Manager

3 days ago


Nagpur, Maharashtra, India beBeeDataAnalyst Full time ₹ 8,19,000 - ₹ 10,52,000

About this Role

This position requires a strong analytical mind, effective communication skills, and the ability to build relationships with clients and stakeholders.

Managing employee data and ensuring the smooth operation of various insurance policies is key to success in this position.

Key Responsibilities:

  • Manage and maintain accurate employee data for clients.
  • Oversee Group Mediclaim, Group Term Life, EDLI, WC, and Group Accident Policies.
  • Coordinate with insurers for data additions, deletions, corrections through endorsements, and CD reconciliations.
  • Maintain an endorsement tracker and ensure timely updates in the system.
  • Build and maintain professional relationships with insurers, clients' HR and Finance teams, and Third-Party Administrators (TPAs).
  • Assist clients' HR in data and CD statement reconciliation with insurer support.
  • Prepare weekly and monthly Management Information System (MIS) reports and data statements for clients and client executives.
  • Support client executives with data management for policy renewals.
  • Effectively manage data on internal enrollment portals.
  • Provide assistance and resolve client queries through the ticketing tool.
  • Conduct periodic data reconciliation and submit the report to the client.
  • Coordinate with TPAs for E-cards, DNF claims, and no claim confirmation for deletion endorsement processing.
  • Ensure compliance with regulatory requirements and internal policies.

Technical Skills:

  • Proficient in MS Office Suite (Word, Excel, Outlook).
  • Familiarity with insurance policy management systems.

Required Skills and Qualifications:

  • Analytical Skills: Strong ability to analyze data and solve problems effectively.
  • Communication Skills: Excellent verbal and written communication skills.
  • Relationship Management: Ability to build and maintain professional relationships with clients and stakeholders.
  • Attention to Detail: Detail-oriented with a focus on accuracy in data management.
  • Process Orientation: Continuous improvement mindset with a strong orientation towards process efficiency.

The ideal candidate will have 1+ years of experience in insurance or data analysis, with a strong understanding of data management and analysis. High-performing candidates may also be considered for a full-time opportunity.



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