Job Description:

Job Highlights
Experience: 5-7 Years
Location: Bopal Ahmedabad
Salary: Best in Industry
Industry Type: Insurance/Financial Services
Functional Area: Operations
Role/designation: Vertical Head Operations

Job Description:
• Responsible for monitoring the document flow and assessing that the relevant cheques
are carried out at minute level as per defined process
• Tactfully assigning the documents to the team as per the team expertise.
• Taking care that the documents are handed over on time to the Insurance companies
within time. Discrepancy Memo & MIS entry.
• MIS – Daily Inward, Issuance & Discrepancies and sharing to the Management.
• Ensuring that the TAT of the policy issuance is maintained.
• Ensuring that the team is updated on document required with daily float of the reports –
Cheque Bounce, NCB recovery and Outstanding with reports being shared weekly along
with tracking the NCB recovery and entry in the system.
• Providing all the accurate data for the IRDA filing on timely basis.




• Assuring that the new employees are onboarded onto the system on time with the
system user Id creations for the day to day working.
• Updating all the employees with the proper flow of the system and usage.
• Making sure to keep track of the Audit requirements in relation to the MIS entries.
• Timely revert to Audit and Account query in line with the MIS.

Job Requirement:

• Minimum 5 yrs. experience in field of Insurance.
• Knowledge on Document flow in Insurance / Financial Services.
• Valuable Team Leader and ability to align objectives with the Team and drive towards a common
objective and have Expertise in managing Knowledge on Insurance.
• Operations & Compliance minded, along with solution provider, Analytical, eye for detail.
• Strong leader and mentor. Develop a dedicated team by, managing work allocation, training,
problem resolution, performance evaluation and building

📌 Vertical Head Operations (Ahmedabad)
🏢 Greataim Solution
📍 Ahmedabad