Associate Manager - Agency Operations

HDFC Life; Navi Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

HDFC Life in Mumbai's Lower Parel location seeks an Associate Manager - Agency Operations to manage intermediaries onboarding from scrutiny to code generation, coordinating with stakeholders, and driving faster processes.

The role emphasizes process improvement, project collaboration, and strong email communication as part of daily operations within Agency Operations.

Qualifications

• Graduation in any field
• MS-Office knowledge
• Insurance Certification is an advantage

Responsibilities

• Intermediary onboarding & Renewal process to be executed within the defined TAT
• Empanelment of intermediaries with scrutiny of documents maintaining 100% accuracy per compliance checklist
• Stakeholder coordination via emails/calls with timely follow-ups
• Maintain accuracy in all reports with proper QC & reconciliation
• Reallocation process to be executed seamlessly without lapse
• Support in improvement of existing processes
• Handling queries & complaints from field/other departments related to service requests
• Routine MIS reports in presentable format (daily, weekly, monthly)
• Adhering to audit & regulatory requirements
• Taking initiatives regularly in improving processes & systems
• Good in email drafting and communication skills

Skills

Communication skills

Stakeholder management

Vendor/Partner management

Analytical skills

Cross-functional teamwork

MS Office proficiency

English language proficiency

TEBT knowledge

Life Asia knowledge

Education

Graduation in any field

MS-Office skills

Insurance Certification (advantage)

Job description

Designation - Associate Manager -Agency Operations

Location - Lower Parel, Mumbai

About the Department

Agency Operations as a Function accommodates all the activities right from onboarding individual/corporate agents till the termination of their services. There are various other service requests such as reallocation, profile alteration etc. after onboarding which are also taken care by the department. Vendor Management is also an important aspect to run the daily operations smoothly.

What are we looking for?

A potential candidate who has to manage intermediaries onboarding process right from scrutiny till code generation. It also involves lot of co-ordination with stakeholders and timely follow-ups. Along with managing the operations, the individual will have to contribute on making the processes faster and efficient, as well as contribute to collaborate on projects with other team members.

What does the job entail?

The Duties & Responsibilities are outlined below:

• 1.Intermediary onboarding & Renewal process to be executed within the defined TAT
• 2.Intermediaries empanelment with scrutiny of the documents maintaining 100% accuracy as per compliance checklist
• 3.Stakeholder co-ordination involves timely follow-up via emails/calls
• 3.Maintain Accuracy in all Report with Proper QC & Reconciliation
• 4.Reallocation Process to be executed seamlessly without lapse
• 5.Support in improvement of existing Process
• 6.Handling queries & complaint from field/other departments related to service requests
• 7.Routine/periodic MIS reports in presentable format (daily, weekly, monthly etc.)
• 8.Adhering to audit & regulatory requirements
• 9.Taking initiatives regularly in improving processes & systems
• 10.Good in email drafting and communication skills

Essential conditions:

• Education:
  1. Graduation in any field
  2. Knowledge of MS-Office
  3. Insurance Certification is an advantage
• Work exp: 2+ years

• Work related skills:
  1. Should possess good communication skills and interpersonal skills
  2. Stakeholder management and co-ordination
  3. Vendor/Partner management
  4. Good Analytical and process Management skills
  5. Cross-Functional Team Working Skills
  6. Proficiency in English
  7. Efficient in handling MS Office (Excel, PowerPoint and Word),
  8. Life Asia proficiency
  9. TEBT knowledge