Key Responsibilities

1. Partner Coordination & Support

- Act as a frontline contact for aggregator partners for daily operational queries.
- Assist in onboarding recent partners, sharing required documents, and enabling system access.
- Ensure timely updates on product changes, process guidelines, and communication decks.

2. Lead & Policy Processing

- Coordinate with internal teams for smooth lead flow, proposal creation, and policy issuance.
- Track status of leads shared by aggregators and ensure timely follow?ups.
- Support reconciliation of issued policies, pending cases, and dropped leads.

3. Data Management & Reporting

- Maintain accurate records of partner performance, daily transactions, and MIS reports.
- Generate periodic reports on lead conversion, funnel metrics, and operational KPIs.
- Ensure data accuracy, timely updates, and strong documentation discipline.

4. Issue Resolution

- Log, track, and resolve partner issues related to system errors, document gaps, payment concerns, or policy status.
- Coordinate with underwriting, operations, finance, and tech teams to close issues within timelines.
- Escalate critical or unresolved issues to senior team members.

5. Compliance & Process Adherence

- Ensure adherence to regulatory guidelines, documentation requirements, and internal controls.




- Maintain audit?ready records for partner interactions and policy processing.
- Support quality checks on documentation, proposals, and system entries.

6. Relationship Support

- Support relationship managers by preparing decks, reports, and performance summaries.
- Participate in review meetings and assist with follow?ups, action trackers, and communication.

Qualifications

- Bachelor’s degree in Business Administration, Commerce, Finance, or related fields.
- Freshers or up to 2 years of experience in insurance operations, sales coordination, or partner servicing.

Experience

- Prior exposure to insurance distribution, digital aggregators, BFSI customer service, or sales support is an advantage.
- Knowledge of insurance basics (life/non?life) preferred but not mandatory.

Skills & Competencies

- Good communication and coordination skills.
- Basic understanding of Excel, reporting tools, and data handling.
- Strong attention to detail and documentation discipline.
- Ability to manage multiple tasks and maintain timelines.
- Customer?centric attitude with proactive problem?solving.
- Willingness to learn insurance processes, products, and partner models.

📌 Deputy Manager (Bhandup West)
🏢 HDFC ERGO General Insurance
📍 Bhandup West