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 skilled 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 – pr

📌 Insurance Operations (Hyderabad)
🏢 2COMs
📍 Hyderabad