Policy Administrator

4 days ago


Kannur, Kerala, India beBeeOperation Full time ₹ 6,00,000 - ₹ 12,00,000
Job Title:

Operations Associate

About the Role:

We are seeking a highly skilled Operations Associate to join our team in India.

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.
  • 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.
  • Maintain a strong understanding of policy administration systems, transaction codes, and process workflows.
  • Participate in process improvement initiatives and provide feedback for automation opportunities.
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).


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