Role & responsibilities

New Business & Underwriting Support Processing

- Verify completeness and accuracy of proposal forms and supporting documents.
- Support medical and financial underwriting assessments as per approved underwriting guidelines (Retail & Group)
- Analyse customer information, medical reports, and financial documents.
- Maintain underwriting records and case documentation accurately.
- Coordinate with sales, operations, and branch teams for pending requirements and document collection.
- Assist in policy issuance processing within defined service timelines.
- Conducting UATs for Current Product Launches & Enhancements

Service & Quality Management

- Ensure adherence to defined Turnaround Time (TAT) and quality benchmarks.
- Follow compliance, audit,



and regulatory requirements during case processing.
- Resolve underwriting-related queries from stakeholders within agreed timelines.
- Contribute towards continuous process improvement initiatives.

Reporting & MIS

- Maintain daily productivity and underwriting reports.
- Prepare and update MIS reports and case trackers.
- Support data analysis and reporting requirements of the underwriting team.

Cross-Functional Coordination

- Liaise with Operations, Compliance, Sales, IT, and Customer Service teams for smooth policy processing.

Participate in team discussions and process reviews.

📌 B. Pharma (Jaipur)
🏢 IndiaFirst Life
📍 Jaipur