Role & responsibilities

Recent 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