Your role and responsibilities
Processing of Life and Annuity Insurance Policy administration tasks (e.g. change of communication address, change in beneficiary, Issuance/Reinstatement of policy certificate etc.) accurately and within specified turnaround time window according to the standard work & SOPs.
Provide policy administration support, review requests, process requests, and request additional documents when necessary.
Work well with Onshore /Offshore customers encouragingly and professionally via email and on calls.
Meet productivity and quality targets on a daily, weekly, and monthly basis.
Use expertise to evaluate the work of others and assist in process calibration.
Facilitate team huddles and teach-back sessions as scheduled.
Complete the certification on the identified process and developmental training.
Participate in functional and company-wide activities.
Adheres to company policy, guidelines, and house rules including attendance, clean desk, dress code, etc.
Maintain key records like working files, and email for reference and audit purposes.
Ability to handle basic day-to-day requirements of Excel.
Effectively manage individual work responsibilities while actively supporting team efforts to ensure the achievement of both individual and collective goals.
Required education
Bachelor's Degree
Preferred education
Master's Degree
Required technical and professional expertise
Graduate (except B.Tech, Technical Graduation, Law) with a minimum of 3-6 years of experience in Life/Annuities products in policy admin.
Good English Communication (Both written & verbal).
Proactive and high analytical skills; should foresee issues and suggest solutions, with impactful data.
Demonstrates vigor and enthusiasm in work approach, excelling under pressure, meeting deadlines, and providing outstanding customer service with a positive demeanor.
Adaptable and efficient, adept at multitasking and embracing change in a quick-paced setting, while independently collaborating with both internal and external stakeholders.
Basic Computer knowledge, with a typing speed of 35 words/minute.
Preferred technical and professional experience
Self-directed and ambitious achiever, Meeting targets effectively.
Demonstrated ability to analyze complex data, complemented by strong interpersonal and organizational skills.
Preferred LOMA Level 1 and Gage R&R; certification.
Years of Experience:
3 - 6
📌 Process Delivery Specialist-Insurance Policy Administration (Noida)
🏢 IBM
📍 Noida