Operations Specialist

1 day ago

Pune, Maharashtra, India Fulcrum Digital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Position Overview

We are seeking an experienced Operations Specialist to join our P&C Insurance team. The role involves ensuring policy transactions are rated, booked, invoiced, and issued accurately while adhering to corporate service standards. The specialist will manage transactions across multiple Lines of Business (LOBs), collaborate with internal teams, and maintain compliance with reporting and quality standards.

Key Responsibilities

  • Policy Transactions:

    Process quotes, new business, renewals, endorsements, and cancellations with accuracy, efficiency, and in alignment with corporate service standards.

  • Line of Business (LOB) Knowledge:

    Work across multiple LOBs including Package, Property, Workers Compensation (WC), Auto, General Liability (GL), and Excess. A proficiency of 80% across six lines of business is expected.

  • Transaction Screening:

    Review transactions to determine appropriate processing. Refer to underwriters when needed and handle transactions within delegated authority limits.
  • Quality Verification:

    Ensure compliance with procedures and quality standards by verifying all policy transactions.
  • Data Reporting:

    Submit policy data promptly and accurately to third-party agencies, such as ePlace Registration.
  • Cross-Functional Collaboration:

    Partner with Accounting and Audit teams to resolve policy-related queries and issues efficiently.
  • Document Management:

    Maintain documents in electronic imaging systems by printing, page-marking, and labeling per corporate protocols.

Required Skills & Qualifications

  • Policy Rating Expertise: Strong proficiency in rating across Property, Auto, WC, GL, Package, and Excess with at least 80% competency.
  • Rating & Quoting: Hands-on expertise in rating, quoting, and executing premium adjustments.
  • Large Account Management: Demonstrated experience handling large accounts ($15k+ premiums) across admitted and non-admitted business.
  • Industry Knowledge: Solid understanding of rating bureaus (ISO, DMV, WCIRB, etc.) and related industry tools.
  • Experience: Minimum of 3+ years of experience in policy rating, quoting, or insurance operations.

Key Skill Highlight

  • Policy Rating (mandatory)

  • Operational Specialist

    1 day ago

    Pune, Maharashtra, India Trevalyxis Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Role DescriptionThis is a full-time on-site role for an Operational Specialist at Trevalyxis, located in Pune. The Operational Specialist will be responsible for managing day-to-day operations, coordinating project management activities, and assisting with sales operations. The role involves analyzing operational processes, identifying areas for improvement,...

  • Operations Specialist

    2 weeks ago

    Pune, Maharashtra, India Fulcrum Digital Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    Operation Specialists, BPO Position - UW, Pune Location Operations Specialist - Business Services Group – Job Description Primary Location: Hybrid - Open to most locations in Continental US Position Overview: The candidate will be responsible for ensuring that policy transactions are rated, booked, invoiced, and issued accurately while meeting...

  • Banking Operations Specialist

    2 weeks ago

    Pune, Maharashtra, India Citi Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    The Ops Support Specialist 4 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 4...

  • Marketing Operations Specialist

    1 week ago

    Pune, Maharashtra, India Opengov Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role SummaryThis position may be filled by a single hybrid candidate or split into multiple specialist roles, depending on budget and scope. The goal is to support core marketing functions in execution and experimentation.Functional Areas:Generative AI Marketing: Use generative AI tools to draft, repurpose, and personalize marketing content. Maintain prompt...

  • Operation Support Specialist

    22 hours ago

    Pune, Maharashtra, India r3 Consultant Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job DescriptionRole Responsibilities: The Operations Support Specialist role involves assisting the operations team with administrative tasks, report reconciliation, and supporting special projects. The role requires strong communication skills, proficiency in Excel, and familiarity with systems like Bullhorn and Iris.Specific Tasks: The role includes...

  • Specialist, Computer Operations

    1 day ago

    Pune, Maharashtra, India Fiserv Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Calling all innovators – find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card,...

  • Senior Specialist, Marketing Operations

    1 day ago

    Pune, Maharashtra, India Mastercard Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Title and SummarySenior Specialist, Marketing OperationsOverviewThe Global B2B Marketing Operations team is looking for a Senior Specialist of Marketing Operations to help scale the lead generation function at Mastercard through technology and operational excellence. The ideal candidate is an experienced technical marketer with a track record of creative...

  • Operations Specialist

    2 weeks ago

    Pune, Maharashtra, India, Maharashtra Fulcrum Digital Inc Full time

    Role:We are seeking an experienced Operations Specialist to join our P&C Insurance team. The role involves ensuring policy transactions are rated, booked, invoiced, and issued accurately while adhering to corporate service standards. The specialist will manage transactions across multiple Lines of Business (LOBs), collaborate with internal teams, and...

  • Banking Operations Specialist

    6 days ago

    Pune, Maharashtra, India Citi Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Responsibilities:CSIPL (Citi Services India Private Limited) partners provide critical support to the Account Opening process, encompassing both the establishment and ongoing servicing of Retail Bank Accounts in strict adherence to regulatory guidelines. This support extends to a diverse range of functions, including financial adjustments for accounts,...

  • Banking Operations Specialist

    24 hours ago

    Pune, Maharashtra, India Citi Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Responsibilities:CSIPL (Citi Services India Private Limited) partners provide critical support to the Account Opening process, encompassing both the establishment and ongoing servicing of Retail Bank Accounts in strict adherence to regulatory guidelines. This support extends to a diverse range of functions, including financial adjustments for accounts,...