Operations Coordinator

2 weeks ago


Mumbai, Maharashtra, India beBeeOperation Full time ₹ 8,00,000 - ₹ 12,00,000

Job Summary:

  • We are seeking a diligent Operations Associate to join our team. As an Operations Associate, you will be responsible for managing and maintaining accurate records in administration systems according to standard operating procedures.
  • You will handle various tasks such as processing post-issue service requests, handling routine maintenance tasks, collaborating with TPAs and internal teams, and ensuring service levels and turnaround times are met according to SLA requirements.

About the Role:

  • The ideal candidate will have 1+ year of working experience in the Life insurance domain, preferably Annuities, with a focus on quality, attention to detail, accuracy, and accountability for their work product.
  • They should also possess effective English business communication skills, basic mathematical problem-solving skills, and good understanding of MS Excel and MS-Outlook.

Key Responsibilities:

  • Process post-issue service requests, including address changes, beneficiary updates, ownership and payor changes, and banking information updates.
  • Handle routine maintenance tasks such as corrections to policy data, transaction reversals, and reinstatements.
  • Maintain and update policy records in administration systems according to standard operating procedures.
  • Collaborate with TPAs, internal teams, and custodians to resolve discrepancies and ensure service quality.
  • Ensure service levels and turnaround times are met according to SLA requirements.

Requirements:

  • Graduation in any stream; Commerce Graduate preferred.
  • 1+ year of working experience (Life insurance domain) that required a focus on quality, including attention to details, accuracy, and accountability for your work product.
  • Experience in a professional/office-related environment that required you to work regularly scheduled shifts.
  • Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools.
  • Effective English business communication skills required to exchange information with clients.
  • Ability to solve basic mathematical problems.
  • Must have basic Email/Letter writing skills.
  • Good understanding of MS Excel and MS-Outlook.
  • Life Insurance domain knowledge is a must (preferably Annuities).

Bonus Skills:

  • Participation in process improvement initiatives and provision of feedback for automation opportunities.


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