Basic Function: Responsible for processing Life / Annuity transactions accurately in the system as per customer or service provider requests, while meeting productivity, quality and turnaround-time expectations.
Essential Functions
• Review documents to identify request type and process as per SOPs / guidelines.
• Process New Business, Policyholder Services (financial and non-financial), Claims or post-issue policy maintenance requests as allocated.
• Process transactions received through fax, web submission, mail, contact center requests or other intake channels.
• Verify sender/request details, update relevant admin systems and trigger confirmation communication using predefined templates.
• Redirect documents to the appropriate operational area wherever required.
• Meet individual productivity, quality, TAT, attendance and schedule adherence expectations.
• Build working knowledge of client business, systems, workflows and product rules.
• Escalate exceptions, unclear requests and system/process issues promptly to SME / supervisor.
Performance Parameters
Core Parameters





Role-Specific Indicators

• Productivity
• Quality
• Turnaround Time of work assigned
• Attendance & Schedule Adherence

• Adherence to assigned work standards and process instruction

Primary Internal Interactions
• Senior Associate / SME / AM for clarifications, performance reporting, escalation support and real-time query resolution.
• QCA / Quality team for audit feedback and quality improvement inputs.
• Mentors / Trainers for process guidance and knowledge reinforcement.
Skill Requirements
Skill Area

Requirements

Desirable Skills

• Ability to read and comprehend English in a clear and accurate manner.
• Reasoning ability and basic problem-solving skills.
• Strong eye for detail and willingness to learn.

Technical Skills

• Good computer navigation skills.
• Typing speed of 25 WPM with 95% accuracy preferred.
• Basic knowledge of Microsoft Office, Outlook and Excel.

Process-Specific Skil

📌 Associate (Noida)
🏢 EXL
📍 Noida