Senior Process Associate

Experience: 1 to 2 years

Location: Gurgaon, India

Skills: MS Excel, insurance operations, BFSI, policy administration, underwriting, claims systems, data analysis, customer service, documentation validation, regulatory requirements

Job Summary
To oversee customer support operations, ensuring efficient data management, high-quality interactions, and continuous workflow improvements.

Key Responsibilities
1. Direct The Resolution Of Customer Queries And Issues Via Email Or Chat, Ensuring Swift And Effective Responses.
2. Managing Troubleshooting Tasks, Providing Effective Solutions, And Escalating Complex Issues To Higher Levels Of Support When Necessary.
3. Evaluate Operational Workflows, Identifying Inefficiencies And Suggesting Enhancements For Improvement.
4. Ensure The Quality And Precision Of Processed Data And Customer Interactions Are Maintained At The Highest Standards.
5. Oversee The Accurate Entry, Updating, And Management Of Data Across Multiple Systems And Databases.

Other Requirements
Job Description
Role: Business Operations Analyst – Individual Products
Experience: 1–2 Years
Level: Junior / Entry-Level Professional
Role Summary
This role will focus on operational execution across policy lifecycle management, underwriting support, and customer servicing, ensuring high-quality delivery and adherence to service levels. The ideal candidate will bring basic exposure to insurance or BFSI operations, with strong attention to detail and a willingness to learn.

Key Responsibilities
Policy Administration & Servicing
Support end-to-end lifecycle of Individual Insurance Products (application processing, policy issuance, endorsements, renewals)
Validate customer information and documentation for accuracy and completeness
Handle servicing requests such as changes, updates, and cancellations




Assist underwriting teams with data verification, document checks, and risk assessment inputs
Ensure timely processing of underwriting cases within defined SLAs
Support initial claims intake, documentation validation, and routing to appropriate teams
Track claims status and ensure timely updates to stakeholders
Respond to internal and external queries related to policies and transactions
Coordinate with cross-functional teams (Underwriting, Claims, Finance, Customer Service)
Follow standard operating procedures (SOPs) and compliance guidelines
Identify process inefficiencies and contribute to continuous improvement initiatives
Support automation and digitisation efforts where applicable
Maintain operational trackers, MIS reports, and dashboards
Perform basic data analysis to identify trends, exceptions, and errors
Ensure adherence to regulatory requirements and internal audit standards
Maintain data confidentiality and security protocols
Escalate operational risks or discrepancies proactively

Required Skills & Qualifications
Education:
Bachelor’s degree in Business, Finance, Insurance, or related field
Experience:
1–2 years of experience in:
Insurance operations (preferred – Individual Life/Health Products)
OR BFSI / financial services operations

Core Skills:
Strong attention to detail and accuracy
Basic understanding of insurance lifecycle (Individual Products preferred)
Proficiency in MS Excel (data handling, basic formulas)
Good communication and documentation skills
Analytical and problem-solving mindset

Preferred Skills:
Exposure to policy admin, underwriting, or claims systems
Experience in SLA-driven operational roles
Basic knowledge of insurance regulations/compliance

Key Competencies:
Customer-focused approach
Solid process orientation
Ability to work in a fast-paced, deadline-driven environment
Team collaboration and accountability
Willingness to learn and adapt

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