Location: Jaipur, Rajasthan

Job Summary

Position responsible for registering Requests for Proposals (RFPs), decrypting secured links, and renewing groups with 2 to 4,999 lives (Regional Market Renewal) and more than 5,000 lives (NA Renewal). This cluster of four processes consists of responsibilities currently performed by the Underwriting Associates and New Business Coordinators when registering (logging/assigning) RFPs from the brokerage community within MetLife U.S. Affiliate systems.

The associate will be required to perform daily operational functions, analyze data associated with Group products such as Life, Long-Term Disability, Short-Term Disability, Dental, and Vision products, while dealing with renewal and Recent Business Log (NBL) requests.

Responsibilities

Essential Functions

- Review Requests for Proposal (RFPs) to ensure all required basic information is provided.
- Register and create cases in the intake systems (Salesforce.com / Majesco).
- Upload relevant documents into the intake systems (Salesforce.com / Majesco / Livelink).
- Manually enter and update data in Excel spreadsheets.
- Forward emails with missing information to the onshore escalation teams.
- Perform any other essential duties as assigned by the Supervisor.
- Ensure accurate first-time handling of cases that require referral.
- Conduct initial quality checks on submitted documents to ensure completeness and compliance with required standards.
- Coordinate with cross-functional teams to gather missing data or clarifications needed for case completion.
- Maintain organized records of all submitted and processed cases for easy retrieval and audit readiness.




- Monitor case status updates in the intake system and follow up proactively to ensure the timely progression of each request.
- Ensure all information and documents are shared only with the correct and authorized recipients to prevent miscommunication, avoid potential escalations, and safeguard against data breaches.
- Demonstrate strong adherence to process do's and don'ts by consistently following established protocols while maintaining the highest standards of ethics and integrity in all work activities.

Renewal NBL Requests

- Analyze data associated with Group products such as Dental, Long-Term Disability (LTD), Short-Term Disability (STD), and/or Life Vision products.
- Update databases and selected system applications with information provided by the sales force, which will be used to prepare quotes.
- Analyze census and plan design, then extract the information needed for a manual quote.
- Prepare and submit manual quotes to the stateside partner who will make the final underwriting decision.
- Provide renewal support for Dental, LTD, STD, and Life products.
- Order reports associated with the current plan, including premium history, claim history, and census information.
- Complete initial analysis for rate guarantees, small Life, and LTD renewals.




- Support the stateside partner who will make the final underwriting decision.
- Meet specified metrics for completion of new business quotes and renewals.

Knowledge and Skills (General and Technical)

- Analytical and research skills
- Microsoft Excel
- Excellent listening, verbal, and written communication skills
- Strong English language skills
- Excellent reading and writing abilities
- Ability to multitask effectively
- Strong attention to detail
- Demonstrated customer service skills
- Windows operating environment

Process-Specific Skills

- Strong understanding of the U.S. insurance industry, including key products, processes, and terminology.
- Awareness of U.S. cultural norms and professional communication practices to support effective client interaction.
- Proficiency in Microsoft Excel, including data entry, basic formulas, sorting, filtering, and spreadsheet maintenance.
- High efficiency in reading and writing skills, with strong comprehension abilities, ensuring accurate interpretation and error-free handling of information.
- Extremely flexible with shift timings and able to adapt quickly to team and process alignment requirements.
- Ability to use approved AI tools to support routine tasks such as drafting, summarizing, organizing information, and improving day-to-day efficiency.
- Working knowledge of AI capabilities with the ability to evaluate and validate outputs with guidance.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sr. Insurance Associate (Jaipur)
🏢 MetLife
📍 Jaipur