The Policy Operations Associate will manage the end-to-end lifecycle of insurance policies across health and life insurance segments. The role includes quote generation, proposal validation, documentation management, compliance adherence, renewals, and coordination with insurers and internal teams.

This position blends operational precision with proactive communication, requiring the individual to handle daily policy processing and limited outbound coordination calls to ensure timely closures, smooth issuance, and audit-ready documentation.

Key Responsibilities

1. Quote Generation Proposal Management

Generate accurate and customised quotes for health and life insurance policies through insurer portals and internal tools.

Collaborate with sales or partner teams to capture customer details and recommend suitable product options.

Share premium illustrations, ensure accurate data entry, and track proposal conversion rates.

2. Policy Servicing Issuance

Manage proposal form validation, KYC checks, payment confirmations, and insurer coordination for policy issuance.





Review policy copies for accuracy in coverage, sum assured, and premium details before release.

Maintain end-to-end case logs with issuance dates, TAT compliance, and exception handling records.

3. Documentation Compliance

Ensure that every policy file is supported by complete documentation, including the proposal form, KYC, premium proof, and medical reports where applicable.

Maintain digital and physical documentation repositories in line with AssetPlus standards.

Ensure adherence to IRDAI guidelines, insurer SOPs, and company compliance frameworks at every stage of processing.

Participate in periodic audits and support internal compliance checks to maintain 100% data and document hygiene.

Flag discrepancies or incomplete files proactively to the Lead and rectify within set timelines.

4. Renewals Endorsements

Manage the renewal cycle by sending timely reminders and coordinating premium colle

📌 Insurance Policy Operations Professional (Chennai)
🏢 AssetPlus
📍 Chennai