Assistant Manager - Digital Partnership

Tata AIA Life Insurance; New Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

Tata AIA Life Insurance in Bangalore is seeking a Partner Support Operations Executive to manage end-to-end partner coordination for our South region. The role requires strong Excel skills and clear, proactive communication to ensure seamless policy issuance and partner servicing.

As Assistant Manager, you will drive daily cadences, maintain reports on issuance and pendency, coordinate with underwriting and ops teams, and support call centre operations to resolve bottlenecks and document gaps.

Qualifications

• Graduate in any discipline.
• 3-4 years of experience in operations, sales support, or insurance coordination.
• Life Insurance industry experience preferred.

Responsibilities

• Excel Reporting and Data Analysis for partner metrics.
• Prepare and maintain reports on issuance, pendency, closures and refunds.
• Identify trends, gaps and opportunities using data insights.
• Share daily Excel-based reports with partners to enable timely actions.
• Coordinate with partners and internal teams to drive closures.
• Manage daily cadence and follow-ups with partners to ensure policy issuance.
• Collect and track pending documents required for policy issuance.
• Provide extended call centre support and resolve escalated issues.
• Understand underwriting guidelines to push borderline cases for issuance.
• Upload and validate documents in internal systems.

Skills

Operations

Sales support

Insurance coordination

Education

Graduate degree

Tools

Microsoft Excel

Job description

Job Title

Partner Support Operations Manager - South Region

Designation

Assistant Manager

Location

Bangalore

Preferred Qualifications

Graduate in any discipline 3-4 years of experience in operations, sales support, or insurance coordination Life Insurance industry

Preferred Age Group

28-35 years - considering this is an early-career, execution-heavy operations role with potential for growth

Job Overview

We are looking for a highly organized and proactive Partner Support Operations Executive to manage end-to-end partner coordination for operational processes for our partners in the South region. The role will require good communication, analytical skills, and proficiency in Excel to ensure seamless policy issuance and partner servicing.

Key Responsibilities

• Excel Reporting Data Analysis
• Prepare and maintain accurate reports on issuance, pendency, closures, and refunds
• Identify trends, gaps, and opportunities using data
• Share daily Excel-based reports with partners
• Partner Coordination
• Daily Cadence Management
• Drive partners towards closures through regular follow-ups
• Collect and track pending documents required for policy issuance
• Extended Call Centre Support
• Connect with customers (when required) to resolve pending issues or documentation gaps
• Provide support to the call centre for escalated cases
• Policy Issuance Management
• Understand and interpret underwriting guidelines to push borderline cases for issuance with internal Ops and Underwriting teams
• Assist in resolving issuance and policy-related bottlenecks
• Upload and validate documents in internal systems
• Address partner queries related to products, policy issuance, and customer issues

Key Skills Requirements

• Strong proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, Filters, etc. )
• Good understanding of insurance operations and underwriting processes
• Good communication and coordination skills (spoken and written)
• Ability to manage multiple stakeholders across functions
• High attention to detail and ownership
• Comfortable with working in a fast-paced, deadline-driven environment

Working Days

Weekdays 1 st , 3 rd , 4 th Saturday

Off Days

2nd Saturdays Sundays

Additional Information

The candidate may be required to work on adhoc basis depending on workload and urgent deliverables.