
Customer Service Professional
2 days ago
Operations Associate Job Overview
As an Operations Associate, you will play a key role in ensuring the smooth functioning of our business operations. This is a challenging yet rewarding position that requires attention to detail and strong organizational skills.
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 internal teams and external partners to resolve discrepancies and ensure service quality.
- Research and resolve escalated issues or incomplete transactions related to policy servicing.
- Ensure service levels and turnaround times are met according to SLA requirements.
- Support audits and regulatory compliance activities by providing accurate documentation and timely responses.
Requirements:
- Graduation in any stream, Commerce Graduate preferred.
- 1+ year of working experience in the Life Insurance domain, requiring attention to detail, accuracy, and accountability.
- Experience in a professional/office environment, with regular scheduled shifts.
- Proficiency in using a computer with Windows PC applications, keyboard navigation, and learning new software tools.
- Effective English business communication skills for exchanging information with clients.
- Able to solve basic mathematical problems.
- Basic Email/Letter writing skills.
- Good understanding of MS Excel and MS-Outlook.
- LIFE Insurance domain knowledge is essential (preferably Annuities).
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