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Insurance Associate
3 weeks ago
**Job Title: Insurance Associate / Executive (Only LGBT+ **#Hiring**#lgbt**+ talent for an **#inclusive**#job**)**
**Overall Job Purpose**:
- A key Customer Service Operations team member, responsible for providing an efficient, effective, and compliant service to policyholders.
- Key accountabilities include handling of simple and complex cases, quality in service delivery, accuracy in providing and capturing information while adhering to compliance guidelines, and support to team managers.
**Qualification**:Graduate
**Knowledge**:Basic knowledge of computers
**Skills**:
- Good verbal and written communication skills Ability to grasp processes and understand the implications of changes in processes
- Eye for detail
- Team player
**Experience : Fresher’s eligible**
**Preference would be given to individuals**
- From an insurance background with approximately 1 years’ experience (Insurance Associate)
- with experience in handling written communication
**Key responsibilities**:_**Wealth Operations, PFP, Adhoc Projects**_
- To provide customer service to both internal and external customers
- Ensure own work is completed to a high level of accuracy within service level agreements, to achieve regulatory targets
- Maintain and implement personal development plan in partnership with immediate manager
- Identify, facilitate and implement process improvement ideas to improve efficiency.
- Keep own knowledge up to date in relation to servicing/processing/compliance activities
- Execute non-standard cases and manual work that cannot be processed on standard systems.
- Learn all the skills and knowledge that would cover a broad range of servicing activities across regulated products.
- Identify customer needs, providing assistance / information and capturing essential details on the system thereby enabling other departments to fulfil the customer requirements.
- To demonstrate a positive risk, compliance and control culture through the identification, assessment, monitoring and management of risks and issues within the business area, alongside ensuring timely and appropriate resolution of control weaknesses, actions and failures that arise.
- To achieve and maintain required level of competency as per the training and competency framework.
- Responsible for the day to day pre sales administration for PFP and servicing of Retirement Account customers
- Responsible for updating details on various systems
- Will also be responsible for sending template letters to customers and at times creating free-form letters to respond to customer queries.
- Handle calls to ceding companies or internal departments within UK if required for some work types
**Salary**: Up to ₹500,000.00 per year
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Provident Fund
Schedule:
- UK shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
- Health insurance