Associate - Operational Excellence

Insure Pro 20; Bengaluru; On-site; INR 300,000 - 550,000; Full time

Job summary

Insure Pro 20 in Bengaluru is seeking an Associate - Operational Excellence to drive training tracking, process proficiency, and overall skill development across teams.

You will maintain centralized training trackers, monitor probationer progress, log soft skills sessions, manage external training eligibility, and uphold the team’s skill matrix with regular dashboards for leadership.

Qualifications

• Graduate (any discipline).
• Experience in L&D coordination or MIS/reporting preferred.
• Strong numeric skills and attention to detail; excellent documentation.
• Experience with training processes is a plus.

Responsibilities

• Track probationer training progress across processes and sub-processes.
• Maintain centralized trackers for training status, timelines, and outcomes.
• Log attendance and evaluate soft skills training; capture feedback and scores.
• Monitor external training eligibility and recommend candidates to the manager.
• Maintain and update the skill matrix; present regular analytics to leadership.

Skills

Excel proficiency & pivot tables

Data analysis & metrics

Dashboards & reporting

Power BI

Tableau

Education

Graduate (any discipline)

Tools

Power BI

Tableau

Job description

Job Description

Operational Excellence Team (OET)

Designation Associate - Operational Excellence Team Operational Excellence Team (OET) Reports To Reporting Manager / OET Lead Location Bangalore Role Summary Operational Excellence Team (OET) role summary: The Associate - Operational Excellence is responsible for tracking probationer training progress, process and sub-process proficiency, and overall skill development across teams. This role acts as the single point of tracking for training effectiveness, external training eligibility, and skill matrix maintenance, enabling data-backed decisions on workforce readiness and capability building.

Key Responsibilities

1. Probationer Training & Metrics Tracking

• Monitor probationers training progress across assigned processes and sub-processes
• Track efficiency and proficiency levels achieved post-training
• Maintain a centralized tracker for training status, timelines, and outcomes

2. Soft Skills Training Tracking

• Log attendance for soft skills training sessions
• Capture feedback and evaluation scores from trainers and participants
• Identify gaps and coordinate scheduling of follow-up/refresher training

3. External Training Eligibility & Recommendations

• Track eligibility criteria for external training programs and certifications
• Shortlist and recommend eligible candidates to the reporting manager

4. Skill Matrix Management

• Maintain and update the skill matrix for all team members on an ongoing basis
• Flag skill gaps and cross-training needs based on matrix data

5. Reporting & Analytics

• Prepare regular (daily/weekly/monthly) reports on training status, efficiency trends, and_skill coverage
• Present dashboards and summaries to leadership as needed
• Support audits or reviews with accurate training and skill documentation

Skills Required

• Strong proficiency in Excel/Google Sheets (pivot tables, dashboards); Power BI/Tableau is a plus
• Good understanding of training processes and performance metrics
• High attention to detail and data accuracy
• Basic stakeholder coordination and follow-up skills
• Strong reporting and presentation skills

Qualification

Graduate (any discipline). Prior experience in L&D coordination, quality/process teams, or MIS/reporting roles is preferred.

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