Role: Insurance Operations
Sector: BFSI
Education: Graduate / Post Graduate
Experience: 7-8 years
Location: Churchgate, Mumbai
:
1) Issuance:
Funded batch for CP Plus, HCA, BGR & OM LI to be verified and corrected before forwarding to insurance partners
Self Funding batch for HCA & BGR to be extracted and shared with insurance partner
Unresolved cases to be monitored and resolved within the same month (Uncovered / Discrepancies)
Pre Underwriting
Recon
Exception cases
2) Servicing:
Ensure policy copies (currently only for CP Plus) are being uploaded post issuance and followed up for pending policy copies
COI Correction(Member/Nominee Details)
Over all followups
FT details - data sharing with the company
R & D / Inputs for complaint cases
3) Policy servicing:
Cancellation process verifying docs / Excel / Data as oer IM / verifying with the company /CRM / Central Mailbox
Exception Cancellation
Share the data with locations / branch coordinators on a regular interval
4)Data:
Data Maintenance for all products and services
Job Types: Full-time, Permanent
Pay: ₹500,000.00 - ₹700,000.00 per year
Benefits:
Health insurance
Paid sick time
Provident Fund
Work Location: In person
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