Job Description

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Job description - Insurance Operations
Role - PE / SPE
The role is an integral part of various Wealth Management operations offering a wide variety range of
strictly selected investments products and services designed for the unique needs of professional service
firms, financial intermediaries, institutions and individuals world-wide. It entails working in extremely
high risk, time-critical and dynamic atmosphere dealing with a broad spectrum of clientele such as fund
companies, carrier/insurance companies, brokers, custodians, onshore teams & other internal teams
with unique requirements.
Key deliverables / responsibilities
?Assist front office in buying and selling insurance policies and linking it with the client account to
ensure smooth processing of various claims
?Responsible for tracking and paying commissions to FA for selling insurance products and
annuity clients.
?Process various requests received from FA via workflow tool for linking the policy with account.
?Process trades manually which are stuck in the system due to technical glitches.
?Achieve turnaround time & accuracy targets for all areas of work
?Understand and interpret verbal & written communication effectively to take required course of
action
?Exceed / Meet training targets and get accredited on various worktypes within the team
?Keep abreast with latest process updates received at regular intervals / ad-hoc cases
?Complete all mandatory training and certifications for self and adhere to all policies and
procedures to ensure compliance
?Effectively address client queries with timeliness and accuracy
?Process exceptions and/or tasks assigned as per the defined procedures/timelines
?Liaise with all stakeholders via email/phone call/chats to ensure timely & accurate resolution.
?Actively participate and contribute to team initiatives such as regular team meetings, process
huddles, and presentation of thoughts/ideas, etc.
Education
?Bachelor's degree or equivalent - practical experience preferred
?MBA, Preferable finance (Desired)
?Any PG Course
Experience:
0-3 years relevant experience in Insurance Operations back office operations
Essential Skills / Aptitude:
?Knowledge of securities market. (Essential)
?Ability to multitask in a fast paced environment. (Essential)
?Good working knowledge of Excel & Word (essential).
?Strong written and verbal communication skills in English required. (Essential)
?Reasoning skills required. (Essential)

Skills Required