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 sa

📌 Deputy Manager (Mumbai)
🏢 HDFC ERGO General Insurance
📍 Mumbai