Executive - Insurance

Capita; Pune District; On-site; INR 250,000 - 320,000; Full time

Job summary

Capita in Pune, India seeks an Executive - Insurance to address member inquiries within SLA targets across multiple channels. You will process policy-related requests, adhere to quality standards, and communicate clearly to resolve issues. The role emphasizes accurate data entry, numeracy, and continuous learning.

Ideally you are detail-oriented, capable of training on pensions systems, and committed to fair, compliant customer service within a dynamic team environment.

Qualifications

• Must be able to understand and articulate customer queries or complaints.
• Strong numeracy and data inputting skills with high attention to detail.
• Be compliant with Quality Management Systems and regulatory policies.

Responsibilities

• Process requests from Policyholders/members and Financial Advisors within agreed timelines.
• Adhere to Quality Management Systems and regulatory policies.
• Understand and articulate customer queries or complaints to provide accurate responses.
• Take responsibility and participate in mandatory training to improve pensions and internal systems knowledge.
• Reflect on performance and learn from mistakes to improve future outcomes.
• Demonstrate strong numeracy and data input accuracy with a 'get it right the first time' mindset.
• Identify and highlight any situations where a customer may not be treated fairly.

Skills

Customer service

Numeracy

Data entry

Attention to detail

Job description

Work towards overall goals of the team in achieving excellent customer service in line with procedural and Service Level requirements, processing Change of Address, Name, Nomination, Overpayment letters, providing Valuation, Quotation and Projections, General Policy Details, General Policy Amendments / Corrections, Wakeup Packs / Ad-hoc Packs, Record Mismatch / Suspense corrections, Dealing with Multiple Exception reports, Retirements, Death Notifications etc. Job title: Executive - Insurance Job Description: ddress member inquiries within the agreed SLA targets across various communication channels.

• Process requests from Policyholders/members and Financial Advisors as outlined in the Business Process Manuals and within the agreed timelines.
• Adhere to Quality Management Systems and comply with regulations and policies from Capita and relevant regulatory bodies.
• The role requires the ability to understand and articulate customer queries or complaints and provide effective and accurate responses.
• Take responsibility and ownership for personal and performance development, undertaking all relevant training courses, including mandatory e-learning, to improve and retain pensions and internal systems knowledge and capability.
• Reflect on performance and learn from mistakes, viewing them as opportunities for future improvement.
• Demonstrate excellent numeracy and data inputting skills, ensuring accuracy, attention to detail, and quality management with a 'get it right the first time' approach.
• Highlight any instances where it appears that the customer may not be treated fair.

Location: Pune , India Time Type: Full time Contract Type: Contractor