The role would report into AVP - New Business & Policy Servicing and will ensure smooth functioning of Central Operations of New Business and Policy Servicing Department
- Managing Inwarding of new business applications, COPS Data Entry and Quality Check of NB Applications in System.
- Managing Branch NB applications Discrepancy validation process.
- Physical NB Application Form / Documents and Policy Service Physical Requests Vs Scan reconciliation
- Ensure Processing of Non-Financial Service Requests/Endorsement, NACH/Direct Debit Mandate Processing.
- AML/OFAC/IR Management/Reporting, PAN Verification Process Management and CKYC record processing
- New Product and Process Change Request UAT for New Business and Policy Servicing.
- NB, IR and POS Billing Management
- Monthly Process Training to COPS/Service Provider Team on NB and Policy Servicing.
- Preparation of Monthly Reports by collecting, analyzing and summarizing operational data and trends.
- Partner Employee Productivity Tracking, Record/Data Maintenance of all business processing
- Ensure Testing and implementation of technological initiative related to New Business & Policy Servicing.
- Weekly Process Calls with Branch Ops Team on New Business and Policy Servicing
- Monthly Business Review with Service Provider on New Business and Policy Servicing
- Stakeholder management involving close coordination with Head Office, Branch Ops Team and Service Provider for seamless processing.
1. Graduation /Post Graduation from reputed institution
2. MBA Finance /MBA Insurance
Key Technical Competencies:
- Strong understanding of insurance terminology and in-depth understanding of insurance concept and prevailing guidelines
- Experience of Back Office process management will be an advantage
- Proficient in MS Office, in particular Advanced Excel
- Written and Verbal communication skills
- Collaboration and Stake holder management
- Self-motivated and Problem solver
- Customer Centricity
- High on Execution
Salary: Not Disclosed by Recruiter
Functional Area:ITES, BPO, KPO, LPO, Customer Service, Operations
Employment Type:Permanent Job, Full Time
Desired Candidate Profile
DHFL Pramarica Life Insurance Company
The combination of the strength of the DLF brand and PFI's insurance expertise provide the strongest possible foundations for DPLI to succeed in the rapidly growing Indian life insurance market.
Contact Company:DHFL Pramarica Life Insurance Company