Role & responsibilities :

- Lead the end-to-end transition of life insurance operational processes from Group Companies situated in Europe to India, ensuring zero disruption to business continuity.
- Develop and execute a detailed transition plan, including knowledge transfer, process documentation, and risk mitigation strategies.
- Collaborate with stakeholders to align on service-level agreements (SLAs) & Key Performance Indicators (KPIs) and ensure adherence to compliance requirements of the Group & Indian operations
- Build and mentor a skilled operations team in India, fostering a culture of accountability, quality, and continuous improvement.
- Oversee day-to-day life insurance operations such as - policy administration, claims processing, underwriting support, and customer serviceensuring adherence to regulatory standards.
- Implement process automation and technology solutions to improve efficiency and accuracy
- Monitor performance metrics, identify gaps, and drive corrective actions to meet or exceed targets.
- Serve as the primary escalation point for operational issues during and after the transition phase
- Ensure at all time adherence to Group & Local Regulatory and Internal requirements
- Ensure adherence to agreed timelines for any delivery

Prepare documents/reports and assist Leadership Team as and when advised Key Competencies & Skills

- 8+ years of experience in life insurance operations, with at least 3 years in a leadership role
- Proven track record in managing large-scale service transitions or migrations, preferably in a global insurance or financial services environment




- Robust understanding of life insurance products, policy servicing, claims, and regulatory compliance (EU and Indian markets)
- Exceptional stakeholder management skills, with the ability to influence across geographies and cultures.
- Experience in process re-engineering, automation tools, and operational excellence frameworks (e.g., Lean, Six Sigma)
- Excellent communication, negotiation, and change management skills
- Resilience, adaptability, and a solutions-focused mindset

Can travel abroad and has ability to stay for long durations also as and when required. Key Competencies & Skills required

Technical:

- Proficiency of standard office software (Outlook, PowerPoint, Word, Excel, usage of AI Tools, Presentation Skills )

Good to have skills:

- Solid knowledge of private health insurance systems
- High level of interest in medicine
- Knowledge of German and/or Dutch language

Behavioral Skills:

- High service and customer orientation
- Dedication to excellent customer service delivery
- Social competence, empathy, teamwork skills, independence, initiative, and a sense of responsibility
- Willingness to learn and passion to develop team, flexibility, and readiness for change

Soft Skills:

- Proficient in English Written and Verbal
- Preferably has basic certifications in Dutch and/or German Language

Previous Experience & Qualifications

Education/Qualification:

- Bachelors or Masters degree in Science/Commerce/Arts/Insurance
- People who have completed their Masters in Science can also apply

Knowledge & Experience:

- Candidate should have experience upto 13-18 years

📌 Insurance Operations Manager (Mumbai)
🏢 ERGO Technology u0026 Services
📍 Mumbai