Executive - Operations
- Policybazaar
- 0 - 3 years
- Noida, Gurugram
- 1 month ago
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Job Description
Role & responsibilities
Policy Issuance:
- Process and verify insurance policy issuance for customers in accordance with company guidelines.
- Ensure timely issuance of policies, handling all necessary documentation and approvals.
- Coordinate with insurers to resolve any discrepancies or delays in policy issuance.
- Data Management:
- Maintain and update records related to policy issuance, ensuring accurate and timely entry into systems.
- Utilize advanced Excel skills to track, analyze, and report on issuance metrics (e.g., processing time, volume, errors).
- Customer Interaction:
- Communicate with customers to resolve any issues related to policy issuance, address concerns, and ensure a smooth post-purchase experience.
- Assist the customer support team with escalations related to policy issuance or errors.
- eporting & Documentation:
- Generate regular reports related to policy issuance and track key performance indicators.
- Prepare and submit data for internal and external audits as required.
- Continuous Improvement:
- Suggest improvements in process and workflows to enhance efficiency and minimize errors.
- Collaborate with cross-functional teams (Sales, Customer Support, IT) to streamline the policy issuance process.
Preferred candidate profile
- Experience: At least 1 year of experience in policy issuance, insurance operations, or a related field.
- Excel Skills: Strong proficiency in Excel (pivot tables, v-lookups, data analysis, etc.) to manage large volumes of data and generate reports.
- Attention to Detail: High accuracy in handling data and ensuring all policy issuance documentation is complete and compliant.
- Communication Skills: Good written and verbal communication skills to interact with customers and internal teams.
- Problem-Solving: Ability to identify problems in the policy issuance process and proactively work to resolve them.
- Team Player: Ability to work effectively with various departments and colleagues.
- Time Management: Strong organizational skills with the ability to prioritize tasks in a fast-paced environment.
Job Classification
Industry: InsuranceFunctional Area / Department: Customer Success, Service & OperationsRole Category: OperationsRole: Operations - OtherEmployement Type: Full timeContact Details:
Company: PolicybazaarLocation(s): Noida, Gurugram+ View Contact
Keyskills: Exel Branch Operations issuance Policy Issuance Powerpoint Operations
Fraud Alert to job seekers!
₹ -3.75 Lacs P.A
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Policybazaar
About us:\n\nTrigent Software Pvt LTD was founded in the year 1995, we have grown leaps and bounds. A Trusted partner of choice over 2 decades for various organizations across industries. We persistently thrive for perfection reliability, accountability and trust. We have realized many of our employ...
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