Job Description

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Position Title, Responsibility Level

Associate/ Sr. Associate

Function

Operations- Renewals & NB- Data Structuring

Reports to

Assistant Manager/ Manager

Permanent/ Temporary

Permanent

Span of Control

NA

Location

Pune

Basic Functions

Role includes gathering inputs and updating pre-requisites for new business set up and policy renewals for multiple Commercial Lines of Business. Details are updated on the system based on the data, instructions and process guidelines, with referrals to underwriters where required. Updated documents are sent to underwriters/ brokers for further action, approval or closure of request

Essential Functions

• Evaluate incoming requests, interpret necessary information for completing assigned tasks
• Complete data structuring for new business and share with underwriters for Quoting
• Issue policy schedule/documents to broker for new policies and at renewal
• Reviewing terms of the policy to provide support in the decision of policy renewal
• Interact with Underwriters as necessary to complete assigned tasks and take necessary approvals
• Access Workflow Systems for updating work status and assigning work to Underwriter for review

Primary Internal Interactions

• AM for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support
• Manager for the purpose of review, feedback, clarification and operations communication
• Agents for the purpose of seeking cooperation & clarification on process-related matters & providing assistance and support when required
• Subject Matter Expert for the purpose of work thread related issues and escalated transactions
• QCA/reviewer for the purpose of feedback and audits
• Trainers for the purpose of Pre-process and Process training

Primary External Interactions

• SME / Trainers at the client end for training
• Referral/Exception/ escalation teams at the client end for the purpose of seeking clarifications/required information

Skills

Technical Skills

• Proficient with computer systems and software including Microsoft Excel, Outlook and Word

Process Specific Skills

• Ability to understand and interpret special instructions
• Responsible to handle high volume of transactions and identify scenarios demanding escalation to supervisor to avoid negative business (process or financial) impact
• Effectively balance quality, timeliness and productivity standards
• Makes decisions in a timely manner; shows good judgment about when to make decisions independently and when to collect more information or involve others

Aptitude

• Self-discipline
• Result orientation
• Adaptability
• Strong attention to detail and high numeracy skills

Soft skills

• Good written and verbal communication skills
• Effective comprehension skills
• Ability to multi task, prioritise and manage daily work activities

Education Requirements

• Minimum 15 years of education with a graduation degree/diploma or equivalent

Work Experience Requirements

• Minimum 1 year of experience required in either Financial services/ Sales / Marketing / Retail experience / Telco

EXL Service