Insurance Operations Specialist

3 weeks ago


Hyderabad, Telangana, India 2coms Full time

Job Summary: We are seeking a skilled Insurance Operations Specialist to join our team at 2coms. As an Insurance Operations Specialist, you will play a critical role in ensuring the smooth processing of various claims and providing exceptional customer service to our clients.

Main Responsibilities:

  • Assist the front office in buying and selling insurance policies and linking them with the client account 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 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 and process huddles.

Requirements:

  • Bachelor's degree or equivalent practical experience preferred.
  • MBA preferable in finance (desired).
  • Any PG Course.
  • 03 years relevant experience in Insurance Operations back office operations.
  • Essential Skills / Aptitude:
    • Knowledge of securities market (essential).
    • Ability to multitask in a fast-paced environment (essential).
    • Good working knowledge of Excel & Word (essential).
    • Strong written and verbal communication skills in English required (essential).
    • Reasoning skills required (essential).

About 2coms: 2coms is a leading provider of financial services and solutions. Our team is passionate about delivering exceptional customer service and providing innovative solutions to our clients.



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