Job Summary

To oversee customer support operations, ensuring efficient data management, high-quality interactions, and continuous workflow improvements.

Key Responsibilities

1. Direct The Resolution Of Customer Queries And Issues Via Email Or Chat, Ensuring Swift And Effective Responses.
2. Managing Troubleshooting Tasks, Providing Effective Solutions, And Escalating Complex Issues To Higher Levels Of Support When Necessary
3. Evaluate Operational Workflows, Identifying Inefficiencies And Suggesting Enhancements For Improvement.
4. Ensure The Quality And Precision Of Processed Data And Customer Interactions Are Maintained At The Highest Standards.
5. Oversee The Accurate Entry, Updating, And Management Of Data Across Multiple Systems And Databases.

Skill Requirements

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Other Requirements

Job Description

Role: Business Operations Analyst – Individual Products

Experience: 1–2 Years

Level: Junior / Entry-Level Professional

Role Summary

This role will focus on operational execution across policy lifecycle management, underwriting support, and customer servicing, ensuring high-quality delivery and adherence to service levels.

The ideal candidate will bring basic exposure to insurance or BFSI operations, with strong attention to detail and a willingness to learn.

Key Responsibilities

Policy Administration & Servicing

• Support end-to-end lifecycle of Individual Insurance Products (application processing, policy issuance, endorsements, renewals)
• Validate customer information and documentation for accuracy and completeness
• Handle servicing requests such as changes, updates, and cancellations

• Assist underwriting teams with data verification, document checks, and risk assessment inputs
• Ensure timely processing of underwriting cases within defined SLAs

• Support initial claims intake, documentation validation, and routing to appropriate teams
• Track claims status and ensure timely updates to stakeholders

• Respond to internal and external queries related to policies and transactions
• Coordinate with cross-functional teams (Underwriting, Claims, Finance, Customer Service)

• Follow standard operating procedures (SOPs) and compliance guidelines
• Identify process inefficiencies and contribute to continuous improvement initiatives
• Support automation and digitisation efforts where applicable

• Maintain operational trackers, MIS reports, and dashboards
• Perform basic data analysis to identify trends, exceptions, and errors

• Ensure adherence to regulatory requirements and internal audit standards
• Maintain data confidentiality and security protocols
• Escalate operational risks or discrepancies proactively

Required Skills & Qualifications

Education

• Bachelor’s degree in Business, Finance, Insurance, or related field

Experience

• 1–2 years of experience in:
• Insurance operations (preferred – Individual Life/Health Products)
• OR BFSI / financial services operations

Core Skills

• Strong attention to detail and accuracy
• Basic understanding of insurance lifecycle (Individual Products preferred)
• Proficiency in MS Excel (data handling, basic formulas)
• Good communication and documentation skills
• Analytical and problem-solving mindset

Preferred Skills

• Exposure to policy admin, underwriting, or claims systems
• Experience in SLA-driven operational roles
• Basic knowledge of insurance regulations/compliance

Key Competencies

• Customer-focused approach
• Strong process orientation
• Ability to work in a fast-paced, deadline-driven environment
• Team collaboration and accountability
• Willingness to learn and adapt