Process Specialist - Insurance Operations

Principal Global Services; Pune District; On-site; INR 350,000 - 700,000; Full time

Job summary

Principal Global Services in Pune, Maharashtra, invites applications for a finance operations role. The incumbent will prioritize daily work, communicate in writing with customers, and ensure accurate processing of policies and procedures.

Candidates should have MBA or Bachelor's degree and 2+ years of experience in finance, and will develop knowledge of the record-keeping system while supporting policy-related tasks.

Qualifications

• Finance domain knowledge and industry familiarity.

Responsibilities

• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding outstanding requirements and routine work
• Implement problem solving techniques to ensure efficient processing while servicing the policies.
• Follow internal procedures to properly document work flow management system
• Inform leaders for the challenges while working customer requests or potential problems.
• Validate accuracy of plan/policy while processing the task
• Maintain a comprehensive knowledge of our record keeping system.
• Develop a working knowledge the tasks we handle
• Perform other job-related duties and special projects as required.
• Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
• Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
• Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
• Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
• Compliance to GCH policies and Flexibility as per business needs

Skills

Finance domain knowledge

Education

MBA or Bachelor's degree

Job description

Responsibilities

• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding outstanding requirements and routine work
• Implement problem solving techniques to ensure efficient processing while servicing the policies.
• Follow internal procedures to properly document work flow management system
• Inform leaders for the challenges while working customer requests or potential problems.
• Validate accuracy of plan/policy while processing the task
• Maintain a comprehensive knowledge of our record keeping system.
• Develop a working knowledge the tasks we handle
• Perform other job-related duties and special projects as required.
• Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
• Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
• Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
• Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
• Compliance to GCH policies and Flexibility as per business needs

Qualifications

MBA or Graduate Bachelors degree (any stream), Good knowledge of Finance Domain and Industry with 2+ Years of experience

Additional Information

• Make sound business decision
• Embrace Change
• Build strong Partnership
• Get results
• Act Strategically
• Lead Cultivate Talent