Manager - Group Operations - Insurance

Job Description:

Group Operations:

- Ensure all activities as completed within the agreed timelines and are processed with accurately.

- Ensure process are documented and reviewed periodically by respective stake holders.

- Ensure Accounting reports, Valuation reports are sent accurately to accounts and actuarial team respectively.

- Responsible to Validate IRDA reports and Monthly Dashboards.

- Ensure appropriate information is provided to auditors on the issues highlighted.

- Have successfully launched Group Receipting system.

- Have successfully managed to automate Certificate of Insurance for Affinity Groups.

- Have visited clients with sales team to address their concerns on Insurance.

- Have provided user requirement to build Group system and have gone live.

Policy Servicing:

- Ensure all Policy servicing activities and Payouts are processed accurately and within agreed TAT's.

- Have played a vital role in developing PS tracker system.

- Have been successful in generating automated reports from system (Ingenium).

- Ensure appropriate information is provided to auditors on the issues highlighted.

- Validate Free-look Cancellation, Policy Surrender and Policy Servicing data that needs to be forwarded to IRDA.

Collection Process:

- Ensure mandates (ECS/Direct Debit/Standing Instruction / NACH) received from customer are registered within the expected timelines.

- Ensure transactions are sent to vendors to debit customers account on specified draw dates.

- Co-ordinate with Vendor to procure new payment methods and ensure smooth transition.

Distribution Operations (DOPS):

- Ensure Scrutiny of Applications, URN Creation, Schedule Training Batches, Exam scheduling & Code creation activities are completed with agreed timelines for all agents.

- Ensure dispatch of PFA Kit and License to all agents.

- Have been successful in developing Agent Onboarding system & Exam scheduling system.

- Validate agent licensing data that needs to be sent to IRDA