Policy Servicing - MIS & KMP +SB Payouts

Location: Mumbai
Department: Policy Servicing
Role: MIS Reporting & (KMP + SB Payouts )

Key Responsibilities

1. KMP Reporting & Governance

• Maintain daily, MTD, and YTD KMP dashboards across CSPS/LifeAsia.
• Track deviations ageing SRs, repeat issues, and escalate breaches proactively.
• Coordinate with PS, PB, Risk, Compliance, IT teams to ensure zero deviation and robust RCA documentation.
• Maintain audit trail and support SOX/regulatory audit queries related to KMP.

2. SB MIS & Payout Monitoring

• Prepare daily/weekly/monthly SB payout MIS, including duedate payouts, arrear cases, premiumlinked payout triggers, and suspense clearance.
• Track penal interest exposure and highlight potential risk transactions.
• Publish SB disbursement dashboards for management with actionable insights.
• Maintain structured SB data for NPS analysis, complaint trends, and PPC reporting.

3. Core MIS Operations

• Develop automated MIS templates using Excel, Power Query, VBA, and dashboards.
• Ensure data accuracy, consistency, and version control across reports.
• Publish governance packs for senior leadership (VP/AVP, Head PS).
• Support crossfunctional MIS needs such as complaints reporting, escalation logs, SR open reports, and outlier analysis.

4. Process Improvement & Automation

• Partner with IT/ETG/BSG for MIS automation, data pipeline creation, and dashboard integration.
• Identify recurring data issues and propose systemic fixes.
• Contribute to UAT cycles for MISrelated changes and validate data flows before rollout.
• Support
• governance forums with structured MIS and insights for decision-making.

Key Skills & Competencies

• Strong analytical, datamodelling, and dashboarding ability.
• Advanced Excel/Power Query; familiarity with SQL preferred.
• Deep understanding of life insurance operations (SB, KMP, CSPS, LifeAsia).
• High accuracy and attention to detail in MIS handling.
• Excellent communication and stakeholder management.
• Ability to work under stringent timelines and multiple priorities.
• Problemsolving mindset with focus on automation and data hygiene.

KPIs

• Accuracy & timeliness of MIS reports.
• Reduction in KMP deviations and penal exposure.
• SB payout governance adherence.
• Automation delivered and manual efforts reduced.
• Data quality improvements and fewer escalations.