Assistant Manager - Customer Experience (IMT)

Futurisk Insurance Broking; Chennai District; On-site; INR 400,000 - 600,000; Full time

Job summary

Futurisk Insurance Broking in Chennai seeks an Insurance Operations Associate to manage policy issuance, endorsements, and client servicing. You will coordinate with insurance companies, maintain policy records, and analyze MIS using Advanced Excel to ensure accuracy and timely reporting.

The role requires 2+ years in insurance/broking, strong Excel skills, data handling ability, and excellent communication. You will support client requirements and help optimize operational processes.

Qualifications

• Strong knowledge of Advanced Excel mandatory.
• 2+ years experience in Insurance, TPA or broking field.
• Proficient in Data Validation and Handling large data sets.
• Able to prepare MIS and operational reports.

Responsibilities

• Perform policy quality checks and manage endorsements.
• Coordinate with insurance companies for policy issuance and corrections.
• Update and maintain client policy records and documentation.
• Calculate premium changes for additions and deletions.
• Create and publish MIS and reports using Advanced Excel.
• Share reports and policy details with clients.
• Resolve client queries and support operational requirements.

Skills

Advanced Excel

Data Validation

Large Data Handling

MIS Reports

Communication Skills

Analytical Thinking

Job description

Role Overview:

You will be responsible for managing policy issuance, endorsements, client servicing, and operational coordination with insurance companies. A critical part of this role is creating, maintaining, and analyzing MIS reports and operational data using Advanced Excel. The candidate must ensure accuracy, timely reporting, and efficient policy administration while supporting client requirements.

Key Responsibilities

• Perform policy quality checks and manage endorsements.
• Coordinate with insurance companies for policy issuance and corrections.
• Update and maintain client policy records and documentation.
• Calculate premium changes for additions and deletions.
• Create and publish MIS and reports using Advanced Excel.
• Share reports and policy details with clients.
• Resolve client queries and support operational requirements.

Job requirements

• Strong knowledge of Advanced Excel Mandatory***
• 2+ years experience in Insurance, TPA or broking field.
• Must be proficient in Data Validation and Handling large data sets.
• Ability to prepare MIS and operational reports
• Excellent communication skill is required
• Good analytical and logical thinking