Job Description
Position Title
Senior Executive– Partner Support Team
Department
Operations
Level / Band
Senior Executive
B Organisational Relationships
Reports to
Manager – Partner Support Team
Supervises
Support desk
C Job Dimensions
Geographic Area Covered
All locations from the HO
Stakeholders Internal
All departments
Stakeholders External
All the customers
Role Summary
This position requires a candidate with Life Insurance background that can help and support the team Issuance and Customer Queries. The candidate must help and coordinate with the Underwriting Team and New Business Team with Issuance and Payout.
Roles and Responsibilities of Executive:
Service requests and responses.
Coordinate with sales and UW for fast business issuances.
Monthly review with sales on call.
Monthly feedback to be collected on Support desk services.
Ensuring that the queries are responded by team within the stipulated TATs and in line with the quality expectation.
Participating in monthly reviews along with in-depth data analysis & preparation of presentations of Channel Partner.
Ensure that publishes the business related MIS as per agreement.
Handling queries pertaining to underwriting & product and ensuring that responses are sent out within the timeline for closure.
Handling escalations which may require coordinating with sales, customer, UW and understanding and resolving the queries. (With regards to TPA services/ Policy Document/query resolution/issuances).
Share RCA and process reviews based on queries and escalations received from partner & client.
Reconciliation of business MIS and any adhoc requirements from bank.
Data analysis needed by Banca.
Senior Executive– Partner Support Team
Department
Operations
Level / Band
Senior Executive
B Organisational Relationships
Reports to
Manager – Partner Support Team
Supervises
Support desk
C Job Dimensions
Geographic Area Covered
All locations from the HO
Stakeholders Internal
All departments
Stakeholders External
All the customers
Role Summary
This position requires a candidate with Life Insurance background that can help and support the team Issuance and Customer Queries. The candidate must help and coordinate with the Underwriting Team and New Business Team with Issuance and Payout.
Roles and Responsibilities of Executive:
Service requests and responses.
Coordinate with sales and UW for fast business issuances.
Monthly review with sales on call.
Monthly feedback to be collected on Support desk services.
Ensuring that the queries are responded by team within the stipulated TATs and in line with the quality expectation.
Participating in monthly reviews along with in-depth data analysis & preparation of presentations of Channel Partner.
Ensure that publishes the business related MIS as per agreement.
Handling queries pertaining to underwriting & product and ensuring that responses are sent out within the timeline for closure.
Handling escalations which may require coordinating with sales, customer, UW and understanding and resolving the queries. (With regards to TPA services/ Policy Document/query resolution/issuances).
Share RCA and process reviews based on queries and escalations received from partner & client.
Reconciliation of business MIS and any adhoc requirements from bank.
Data analysis needed by Banca.
💡 Quick Summary
Seeking a career-building opportunity? The Executive position is now open for candidates interested in the Operations Executive Jobs sector. This role in Thane offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.