Life Insurance Portfolio Manager

6 days ago

Alleppey, Kerala, India beBeePolicyServicing Full time ₹ 7,77,000 - ₹ 12,99,000

As a Policy Servicing Associate, you will play a crucial role in ensuring the smooth operation of our policy servicing team.

The primary responsibility of this position is to process post-issue service requests with accuracy and efficiency. This includes address changes, beneficiary updates, ownership and payor changes, as well as banking information updates. Additionally, you will be responsible for maintaining and updating policy records in accordance with standard operating procedures.

To achieve these objectives, you will collaborate closely with TPAs, internal teams, and custodians to resolve discrepancies and ensure high-quality service delivery. In cases where issues cannot be resolved through normal channels, you will research and provide solutions to ensure timely resolution.

Moreover, you will work to improve service levels and turnaround times by meeting Service Level Agreement (SLA) requirements. This may involve implementing process improvements or automating tasks to increase productivity and reduce errors.

In addition to your technical responsibilities, you will also support audits and regulatory compliance activities by providing accurate documentation and responding promptly to inquiries.

Lastly, you will participate in process improvement initiatives, providing valuable insights and suggestions for automation opportunities that can enhance the overall performance of the team.

Key Responsibilities:

  • Process post-issue service requests including address changes, beneficiary updates, ownership and payor changes, and banking information updates.
  • Maintain and update policy records in the 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.
  • Participate in process improvement initiatives and provide feedback for automation opportunities.

Requirements:

  • A bachelor's degree in any stream is required, while a commerce graduate is preferred.
  • At least 1 year of working experience in the life insurance domain, requiring a focus on quality including attention to details, accuracy, and accountability for your work product.
  • Previous experience in a professional/office-related environment, requiring regular scheduled shifts.
  • Proficiency in using a computer with Windows PC applications, necessitating keyboard navigation, and learning new software tools.
  • Effective English business communication skills are essential for exchanging information with clients.

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