Business Process Specialist

7 days ago

Mumbai, Maharashtra, India beBeeExaminer Full time ₹ 40,00,000 - ₹ 80,00,000

Insurance Policy Examiner

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We are seeking an experienced professional to formulate life insurance policy surrender processes for sales teams.

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  • The ideal candidate will provide relevant documentation for the surrender process across various sales functions, ensuring compliance and efficiency.\
  • They will also accompany clients and relationship managers to insurance companies to facilitate document submission, maintaining effective communication and relationships.\
  • In addition, they will prepare management information systems (MIS) to track documents submitted and processed, enabling data-driven decision making.\
  • Furthermore, they will analyze and interpret data to identify trends and areas for improvement, contributing to the growth and success of the organization.\
  • The successful candidate will possess excellent analytical and problem-solving skills, with the ability to work in a fast-paced environment and meet deadlines.\
  • A strong understanding of insurer-wise surrender processes, life insurance industry basics, and intermediate MS Excel and PowerPoint skills are essential for this role.\
  • Additionally, they will demonstrate a commitment to ongoing learning and professional development, staying up-to-date with industry trends and best practices.\
  • As a key member of the team, they will contribute to the achievement of business objectives, promoting a culture of excellence and continuous improvement.\
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    • Key Responsibilities:\
    • Formulate life insurance policy surrender processes for sales teams.\
    • Provide relevant documentation for the surrender process.\
    • Accompany clients and relationship managers to insurance companies.\
    • Prepare management information systems (MIS) to track documents submitted and processed.\
    • Analyze and interpret data to identify trends and areas for improvement.\
    • Contribute to the achievement of business objectives.\
    • Develop and maintain effective relationships with clients and stakeholders.\
    • Stay up-to-date with industry trends and best practices.\
      • \
      • Requirements:\
      • Strong understanding of insurer-wise surrender processes.\
      • Life insurance industry basics knowledge.\
      • Intermediate MS Excel and PowerPoint skills.\
      • Excellent analytical and problem-solving skills.\
      • Ability to work in a fast-paced environment and meet deadlines.\
      • Commitment to ongoing learning and professional development.\
      • Strong communication and interpersonal skills.\

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