Reporting to: Deputy Manager/Manager/Senior Manager/Zonal Manager.
Location: Hyderabad DO, Begumpet.
Employment Type: Full-time / Permanent
Preference: Male Candidates
Immediate Joiners required
1. Job Purpose
To manage Life Insurance product operations and related processes efficiently while ensuring compliance with AML/KYC guidelines, regulatory requirements and internal policies. The role is responsible for delivering accurate and timely processing of insurance transactions, maintaining prescribed turnaround times (TATs) and providing prompt support to branch teams and customers by resolving queries and complaints effectively.
2. Key Responsibilities
- Process life insurance applications, policy servicing requests, endorsements, renewals and other operational transactions with high accuracy.
- Ensure adherence to Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements during policy processing and service activities.
- Verify and validate customer documents, policy details and regulatory compliance requirements.
- Maintain Turnaround Times (TATs) and service level standards for all operational activities.
3. Key Performance Indicators (KPIs)
- Processing Accuracy
- TAT Adherence
- Customer/Branch Query Resolution
- Compliance to AML/KYC Norms
- Customer Satisfaction
- Productivity and Operational Efficiency
4. Required Skills & Competencies
- Basic Knowledge of Life Insurance products and operations.
- Understanding of AML, KYC, and regulatory compliance requirements.
- Strong attention to detail and accuracy.
- Positive communication and customer service skills.
- Basic knowledge of MS Word, Excel.
5. Educational Qualification
- Minimum: Graduate in any discipline (Preference: B. Com / B. A / BBA / B.Sc. / MCA / MBA). Proficiency in English, Hindi and regional languages preferred.
6. Experience
- 0 to 1 years of experience in Life Insurance Operations, Policy Administration, Customer Service or related functions.
7. Working Conditions
- Rotational shifts including weekends and public holidays (as per business requirement).
- Work from office
- Desktop/laptop, and CRM system provided by company.
8. Growth Path
Executive Senior Executive Team Leader Assistant Manager Manager (Based on performance)