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 professional service firms, financial intermediaries, institutions and individuals world-wide. It entails working in extremely high risk, time-critical and dynamic 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 ∙Assist front office in buying and selling insurance policies and linking it with the client account to ensure smooth processing of various claims ∙Responsible for tracking and paying commissions to FA for selling insurance products and annuity clients.

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

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





∙Achieve turnaround time & accuracy targets for all areas of work ∙Understand and interpret verbal & written communication effectively to take required course of action ∙Exceed / Meet training targets and get accredited on various worktypes within the team ∙Keep abreast with latest process updates received at regular intervals / ad-hoc cases ∙Complete all mandatory training and certifications for self and adhere to all policies and procedures to ensure compliance ∙Effectively address client queries with timeliness and accuracy ∙Process exceptions and/or tasks assigned as per the defined procedures/timelines ∙Liaise with all stakeholders via email/phone call/chats to ensure timely & accurate resolution.

∙Actively participate and contribute to team initiatives such as regular team meetings, process huddles, and presentation of thoughts/ideas, etc.

Education ∙Bachelor’s degree or equivalent – practical experience preferred ∙MBA, Preferable finance (Desired)

∙Any PG Course

Experience

0-3 years relevant experience in Insurance Operations back office operations

Essential Skills / Aptitude

∙Knowledge of securities market. (Essential)

∙Ability to multitask in a fast paced environment. (Essential)

∙Good working knowledge of Excel & Word (essential).

∙Solid written and verbal communication skills in English required. (Essential)

∙Reasoning skills required. (Essential)

📌 Service Delivery Manager - Capital market/Client reporting (Hyderabad)
🏢 2COMs
📍 Hyderabad