Job description – Insurance Operations

Role – PE / SPE

The role is an integral part of various Wealth Management operations offering a wide variety range of

strictly selected investments products and services designed for the unique needs of qualified service

firms, financial intermediaries, institutions and individuals world-wide. It entails working in extremely

high risk, time-critical and agile atmosphere dealing with a broad spectrum of clientele such as fund

companies, carrier/insurance companies, brokers, custodians, onshore teams & other internal teams

with unique requirements.

Key deliverables / responsibilities

âAssist front office in buying and selling insurance policies and linking it with the client account to

ensure smooth processing of various claims

âResponsible for tracking and paying commissions to FA for selling insurance products and

annuity clients.

âProcess various requests received from FA via workflow tool for linking the policy with account.

âProcess trades manually which are stuck in the system due to technical glitches.





âAchieve turnaround time & accuracy targets for all areas of work

âUnderstand and interpret verbal & written communication effectively to take required course of

action

âExceed / Meet training targets and get accredited on various worktypes within the team

âKeep abreast with latest process updates received at regular intervals / ad-hoc cases

âComplete all mandatory training and certifications for self and adhere to all policies and

procedures to ensure compliance

âEffectively address client queries with timeliness and accuracy

âProcess exceptions and/or tasks assigned as per the defined procedures/timelines

âLiaise with all stakeholders via email/phone call/chats to ensure timely & accurate resolution.

âActively participate and contribute to team initiatives such as regular team meetings, process

huddles, and presentation of thoughts/ideas, etc.

Education

âBachelor’s degree or equivalent – pr

📌 Insurance Operations Hyderabad
🏢 2COMs
📍 Hyderabad