• Support policy servicing activities including updates, withdrawals, and benefit -related transactions.
• Verify and validate customer information as per process guidelines.
• Ensure adherence to SLA, quality, compliance, and regulatory requirements.
• Maintain accurate records and update internal systems.
• Identify discrepancies and escalate issues to the appropriate teams.
• Collaborate with internal stakeholders to resolve customer and policy -related queries.
• Participate in process training and continuous improvement initiatives.
• Meet productivity, accuracy, and turnaround time targets.
Eligibility
• Graduate in any discipline (B.Com, BBA, BA, B.Sc preferred).
• Excellent written and verbal communication skills.
• Good analytical and problem -solving abilities.
• Basic knowledge of MS Excel and MS Office.
• Strong attention to detail and willingness to learn.
• Ability to work in a fast -paced environment.
Preferred Skills
• Understanding of Insurance or Financial Services domain.
• Good typing and data management skills.
• Customer -focused mindset and team -player attitude.
Freshers in Life & Annuity operations typically handle policy servicing, benefit payments, withdrawals, and other insurance -related transactions while maintaining quality and compliance standards.
Requirements
Required Skills & Experience
- Experience in Life & Annuity / Insurance / Financial Services.
- Robust knowledge of:
- Death claims and benefit payments
- Annuities and annuitization
- Pension products (401(k), 403(b))
- Surrenders, withdrawals, and payouts
- Understanding of regulatory and taxation requirements.
- Analytical and problem -solving skills.
Key Performance Indicators (KPIs)
- SLA adherence and turnaround time
- Accuracy and quality
- Productivity metrics
- Compliance and audit performance
- Customer satisfaction
Preferred Qualifications
- Bachelor’s degree in Finance, Business, or related field
- Experience in Life & Annuity domain
- Lean / Six Sigma certification (preferred)
📌 Life & Annuity Operations - PE/SPE || Chennai
🏢 Important Business
📍 Chennai
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