Job Description :Job description – Insurance OperationsRole – PE / SPEThe role is an integral part of various Wealth Management operations offering a wide variety range ofstrictly selected investments products and services designed for the unique needs of professional servicefirms, financial intermediaries, institutions and individuals world-wide. It entails working in extremelyhigh risk, time-critical and dynamic atmosphere dealing with a broad spectrum of clientele such as fundcompanies, carrier/insurance companies, brokers, custodians, onshore teams & other internal teamswith unique requirements.Key deliverables / responsibilities∙Assist front office in buying and selling insurance policies and linking it with the client account toensure smooth processing of various claims∙Responsible for tracking and paying commissions to FA for selling insurance products andannuity 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 ofaction∙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 andprocedures 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, processhuddles, and presentation of thoughts/ideas, etc.Education∙Bachelor’s degree or equivalent – practical experience preferred∙MBA, Preferable finance (Desired)∙Any PG CourseExperience:0-3 years relevant experience in Insurance Operations back office operationsEssential 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)
