Job Overview

This role is responsible for managing insurance operations, policy issuance coordination, reconciliation, MIS reporting, premium tracking, and compliance.

Role & responsibilities

- Track insurance proposals and verify premium calculations across all insurance products.
- Coordinate with Sales, Operations, Credit, Accounts, and Insurance teams for smooth policy issuance.
- Track premium remittances and publish MIS reports.
- Perform insurance business reconciliation and monitor pending issuance, refund, adjustment, and cancellation cases.
- Prepare and share Reconciliation, Issuance, and Waterfall MIS reports.
- Ensure compliance with internal policies and regulatory requirements.

Preferred candidate profile

- Graduate/Postgraduate in any discipline.
- 5+ years of experience in Insurance Operations, MIS Reporting and Reconciliation.
- Good understanding of Life, General, Health, and Documentation Insurance processes.
- Solid analytical skills with proficiency in Excel and MIS reporting.
- Good coordination and stakeholder management skills.

📌 Manager - Insurance Operations (Mumbai)
🏢 Truhome Finance
📍 Mumbai