
Assistant Manager
1 week ago
Role description
Job Title: Partner Support & Operations Manager – South Region
Designation- Assistant Manager
Location: Bangalore
Preferred Qualifications:
Graduate in any discipline
3-4 years of experience in operations, sales support, or insurance coordination Life Insurance industry
Preferred Age Group:
28-35 years – considering this is an early-career, execution-heavy operations role with potential for growth
Job Overview:
We are looking for a highly organized and proactive
Partner Support & Operations Executive
to manage end-to-end partner coordination for operational processes for our partners in the South region. The role will require good communication, analytical skills, and proficiency in Excel to ensure seamless policy issuance and partner servicing.
Key Responsibilities:
Excel Reporting & Data Analysis
Prepare and maintain accurate reports on issuance, pendency, closures, and refunds.
Identify trends, gaps, and opportunities using data
Share daily Excel-based reports with partners.
Partner Coordination & Daily Cadence Management
Drive partners towards closures through regular follow-ups.
Collect and track pending documents required for policy issuance.
Extended Call Centre Support
Connect with customers (when required) to resolve pending issues or documentation gaps.
Provide support to the call centre for escalated cases.
Policy Issuance Management
Understand and interpret underwriting guidelines to push borderline cases for issuance with internal Ops and Underwriting teams
Assist in resolving issuance and policy-related bottlenecks
Operational Support
Upload and validate documents in internal systems.
Address partner queries related to products, policy issuance, and customer issues.
Key Skills & Requirements:
Strong proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, Filters, etc.)
Good understanding of
insurance operations
and
underwriting processesGood communication and coordination skills (spoken and written)
Ability to
manage multiple stakeholders
across functionsHigh attention to detail and ownership
Comfortable with working in a
fast-paced, deadline-driven
environment
Working Days:
Weekdays & 1
st
, 3
rd
, 4
th
Saturday
Off Days* - 2nd Saturdays & Sundays.
*The candidate may be required to work on adhoc basis depending on workload and urgent deliverables.
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