Manager - Insurance Operations

Truhome Finance Ltd; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Truhome Finance Ltd in Mumbai seeks an experienced Insurance Operations professional to manage policy issuance coordination, premium tracking, and MIS reporting.

You will reconcile insurance transactions, ensure compliance, and collaborate with Sales, Operations, Credit, Accounts, and Insurance teams to deliver accurate, timely reports.

Qualifications

• Graduate/Postgraduate in any discipline.
• 5+ years of experience in Insurance Operations, MIS Reporting and Reconciliation.
• Good understanding of Life, General, Health, and Documentation Insurance processes.
• Strong analytical skills with proficiency in Excel and MIS reporting.
• Good coordination and stakeholder management skills.

Responsibilities

• Track insurance proposals and verify premium calculations across all insurance products.
• Coordinate with Sales, Operations, Credit, Accounts, and Insurance teams for policy issuance.
• Track premium remittances and publish MIS reports.
• Perform insurance business reconciliation and monitor pending issuance, refund, adjustment, and cancellation cases.
• Prepare and share Reconciliation, Issuance, and Waterfall MIS reports.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Analytical skills

Stakeholder management

Coordination

MIS reporting

Education

Graduate or Postgraduate degree

Tools

Excel

Job description

Job Overview

This role is responsible for managing insurance operations, policy issuance coordination, reconciliation, MIS reporting, premium tracking, and compliance.

Role & responsibilities

• Track insurance proposals and verify premium calculations across all insurance products.
• Coordinate with Sales, Operations, Credit, Accounts, and Insurance teams for smooth policy issuance.
• Track premium remittances and publish MIS reports.
• Perform insurance business reconciliation and monitor pending issuance, refund, adjustment, and cancellation cases.
• Prepare and share Reconciliation, Issuance, and Waterfall MIS reports.
• Ensure compliance with internal policies and regulatory requirements.

Preferred candidate profile

• Graduate/Postgraduate in any discipline.
• 5+ years of experience in Insurance Operations, MIS Reporting and Reconciliation.
• Good understanding of Life, General, Health, and Documentation Insurance processes.
• Strong analytical skills with proficiency in Excel and MIS reporting.
• Good coordination and stakeholder management skills.