Role: Insurance Operations Officer
Sector: BFSI
Education: Graduate / Post Graduate
Experience: 4-6 years
Location: Mumbai
Job Description:
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 follow ups
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 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
Role: Insurance Operations OfficerSector: BFSIEducation: Graduate / Post GraduateExperience: 4-6 yearsLocation: MumbaiJob Description:1) Issuance:Funded batch for CP Plus HCA BGR & OM LI to be verified and corrected before forwarding to insurance partnersSelf Funding batch for HCA & BGR to be extrac...
Role: Insurance Operations Officer
Sector: BFSI
Education: Graduate / Post Graduate
Experience: 4-6 years
Location: Mumbai
Job Description:
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 follow ups
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 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
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