Insurance Operations Specialist
4 weeks ago
At 2coms, we are seeking a highly skilled and detail-oriented Insurance Operations professional to join our team. The successful candidate will be responsible for assisting in the buying and selling of insurance policies, linking them with client accounts, and ensuring smooth processing of various claims.
Key Responsibilities:
∙ Assist front office in buying and selling insurance policies and linking them with client accounts.
∙ Track and pay commissions to financial advisors for selling insurance products and annuity clients.
∙ Process various requests received from financial advisors via workflow tools for linking policies with accounts.
∙ 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 action.
∙ Exceed or meet training targets and get accredited on various worktypes within the team.
∙ Keep abreast with latest process updates received at regular intervals or 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 defined procedures/timelines.
∙ Liaise with all stakeholders via email, phone call, or chats to ensure timely and accurate resolution.
Requirements:
∙ 0-3 years of relevant experience in Insurance Operations back office operations.
∙ Knowledge of securities market.
∙ Ability to multitask in a fast-paced environment.
∙ Good working knowledge of Excel and Word.
∙ Strong written and verbal communication skills in English.
∙ Reasoning skills required.
Education:
∙ Bachelor's degree or equivalent – practical experience preferred.
∙ MBA, preferable finance (desired).
∙ Any PG Course.
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