Portfolio Analyst

Aptia Group; Gurgaon; On-site; INR 420,000 - 620,000; Full time

Job summary

Aptia Group is seeking a focused Analyst to support client implementation and delivery of benefits administration processes. You’ll resolve participant-level issues, ensure compliance with service standards, and help maintain client health in workflow systems.

Ideal candidates have a Bachelor’s degree, 1–3 years in Benefits Administration, strong attention to detail, and familiarity with regulations, open enrollment, and MS Office tools.

Qualifications

• Bachelor’s degree or equivalent experience.
• 1–3 years in Benefits Administration or related operations role.
• Familiarity with benefits regulations and compliance requirements.
• Strong attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite and workflow tools.
• Intellectual curiosity and willingness to learn emerging technologies.

Responsibilities

• Client Support: Resolve Tier 2 participant issues and manage participant logs.
• Execute client‑specific processes (premium remittance, open enrollment, carrier/vendor processing).
• Maintain accurate documentation and reporting in workflow tools.
• Create and execute test plans for new client implementations, open enrollment changes and product upgrades.

Skills

Benefits Administration

Attention to detail

Multi-tasking

Open enrollment

Collaboration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

Workflow tools

Job description

About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting‑edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best. And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Job requirements

The Analyst supports client implementation and delivery by resolving participant‑level issues and executing client‑specific processes accurately and on time. This role ensures compliance with service standards, monitors operational trends, and contributes to continuous improvement efforts. Analysts collaborate closely with Lead Analysts and Coordinators to maintain client health and satisfaction.

What You’ll Be Doing:

Client Support

• Resolve Tier 2 participant issues and manage participant logs.
• Execute client‑specific processes (premium remittance, open enrollment, carrier/vendor processing)
• Maintain accurate documentation and reporting in workflow tools.
• Create and execute test plans for new client implementations, open enrollment changes and product upgrades.

Operational Excellence

• Monitor SLA adherence and identify areas for improvement.
• Support audits, renewals, and special projects as needed.

Collaboration

• Work with Lead Analysts and Coordinators to ensure smooth delivery and client health.
• Escalate complex issues appropriately and assist in remediation plans.

What We’re Looking For:

• Bachelor’s degree or equivalent experience.
• 1–3 years in Benefits Administration or related operations role.
• Familiarity with benefits regulations and compliance requirements.
• Strong attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite and workflow tools.
• Intellectual curiosity and willingness to learn emerging technologies.

Key Skills:

• Technical Skills: Quality Audit, Technical Writing, Data Lifecycle
• Domain Knowledge: Benefits Administration, Carrier Connectivity & EDI
• Standards, Health and Benefits Plans, Open Enrollment Lifecycle & Communications
• Workplace Behavioural Skills: Learning Agility, Collaboration and Teamwork

Aptia is committed to creating a diverse, inclusive and equitable work environment.

At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority.

We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.

Aptia is a trusted provider of employee benefits and pension administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We manage programs covering over six million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. With our extensive experience in the industry, we will deliver efficient and reliable solutions that ensure the smooth management of employee benefits programs. Our dedicated team of experts will combine in-depth knowledge with leading technology to simplify the administration process for clients.