Assistant Manager - Policy Owner Service

Key Responsibilities

• Ensure Timely Tracking of all Due Payouts (NRI) in advance and settlement without delays
• Post Refunds Trigger ensure rejections are tracked and actioned
• Responsible for timely obtaining requisite tax forms to release payouts in NRE Account
• Verify payout eligibility, Policy Status and documentation before processing
• Liaise with various departments at HO for smooth operations
• Analyzing the CEO-CXO Escalation/Service Grievance cases and identifying the key areas of improvement
• Responsible for handling field queries related to payouts.
• Monitor payout queues and escalate exceptions for timely resolution.

Measure of Success

• Timely refunds and Closure of Child Tickets
• Reduction in Penal interest
• Maintain proper tracking of WIP cases/NPS /Service Grievances/CEO-CXO Escalations.

Desired qualifications and experience

• Should be a Graduate, preferably with Insurance background.
• Good Knowledge of Ingenium Application, MS Excel, Word .
• Must have a minimum of 2-3 years in Insurance and handling the team.

For lateral movement

• Candidates who have a performance rating of G2M2 have completed 12 months in the current role.
• Candidates who have a performance rating of G3M3 have completed 18 months in the current role.

Knowledge and skills required

• Knowledge of Life Insurance Payout Process
• Good communication skills
• Strong adaptability and Problem-solving skills
• Proficiency in MS Excel and reporting tools

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