Responsibilities

- Renewal Operations &
- Retention Support

- Ensure timely and accurate generation of Renewal Notices (RN) in coordination with Underwriting, Operations, and Technology teams.
- Oversee preparation and distribution of renewal data dumps for Branches, Contact Centre and Sales teams within agreed timelines.
- Provide business support to branches and internal stakeholders for renewal-related queries, allocation issues, and operational escalations.
- Support central retention teams with timely data and analytical inputs to drive renewal performance.
- Monitor renewal process adherence and identify opportunities to improve efficiency and customer experience.
- Process Governance
- Monitor process TATs and ensure adherence to defined service levels across renewal operations.
- Maintain and periodically update SOPs, process documents, and business guidelines in line with business requirements and underwriting directives.
- MIS, Analytics &
- Business Insights &
- Automation
- Manage and publish periodic business dashboards, retention scorecards, product performance reports, conversion reports, and management MIS.
- Generate performance analysis across Zones, Regions, Branches, Products, IMDs, and Employees.
- Incentive &
- Performance Support
- Manage preparation and validation of incentive calculation files across retention channels.
- Support business teams with performance tracking and productivity reporting.
- Data Quality, Reporting Governance &
- Controls




- Conduct periodic validation of system reports and other business intelligence outputs to ensure data integrity and accuracy.
- Identify reporting gaps and collaborate with Technology and internal teams for report enhancements and new report development.
- Support business requirement documentation by providing report logic, business rules, and data definitions.
- Ensure adherence to reporting governance standards and audit requirements.
- RN Regeneration &
- Exception Management
- Monitor and track all renewal notice regeneration requests.
- Investigate root causes of regeneration requirements and drive permanent corrective measures.
- Maintain governance around renewal exceptions, process deviations, and operational controls.
- Recommend preventive controls to reduce recurring issues and improve process stability.
- Stakeholder Management
- Act as a key liaison between Business, Technology, Underwriting, Operations, Actuarial, Audit, and Compliance teams.
- Drive collaboration to ensure timely delivery of renewal support activities and automation initiatives

Qualifications

- Education: Postgraduate
- Experience: 5+ years

Required Skills

- Skills: Experience in Insurance Operations, Retention, Renewal Management, MIS, Business Support, Process Excellence, or Automation.
- Mindset: Ownership &
- Resolution Orientation, robust customer relationships, understanding customer concerns, and drive policy renewals through effective engagement.

📌 Retention Support - Manager (Kurla)
🏢 Magma General Insurance
📍 Kurla