Operations Analyst

Responsibilities

• Place policies and process endorsements with insurers in line with agreed timelines
• Understand and stay updated on documentation requirements across all insurance companies
• Collect, review, and validate client-submitted documents as per the placement/endorsement checklist to ensure completeness and accuracy
• Follow up proactively with clients for pending documents and ensure timestamp discipline is maintained in line with agreed TATs
• Identify errors or red flags at initial stages and escalate proactively to Team Leaders when required
• Submit policies and endorsements through insurer portals and via email, ensuring proper documentation trail
• Follow up with insurers to ensure timely issuance of policies, endorsements, and related documents
• Update and monitor the Salesforce Placement & Endorsement Dashboard daily to ensure compliance with agreed turnaround timelines
• Track and maintain accurate data for each placement/endorsement (client accuracy, operations accuracy, and insurer accuracy)

What you will need to have

• 1 - 3 years of experience in Client Services, Operations.
• Excellent verbal and written communications skills
• Strong strategic, critical thinking skills and problem-solving ability
• Obsessively organized and detail-oriented
• Building strong relationships and ability to work effectively cross-functionally both internally and externally

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.