Senior Analyst, Operations Voice Process

MassMutual India; Hyderabad; On-site; INR 360,000 - 480,000; Full time

Job summary

MassMutual India in Hyderabad is seeking a proactive Operations specialist for Voice Process to handle transfers, fund requests, and advisory communications during US time shifts.

You will coordinate with advisors, document outcomes, and ensure timely follow-ups, with night shifts in US time zones and a fast-paced environment emphasizing accuracy and strong customer service.

Qualifications

• Good communication skills with a neutral accent.
• Strong verbal & written communication skills.
• Must be able to work in a fast-paced high-volume environment without sacrificing the quality of work.
• Proven relationship management/outstanding service delivery.
• Open to Night Shifts.

Responsibilities

• Review and validate for accuracy that the Transfer of Assets Packet was mailed/e-mailed/faxed correctly and timely.
• Call outs to external carriers and financial institutions every 5 days requesting funds required for new business policy issue.
• Documentation of various administrative systems on results of each call.
• Proactively identifies when additional communications to the advisor are needed when the transfer hits a roadblock.
• Working with Financial Advisors and their Staff, knowing when to request corrected forms to secure funding.
• Partner with 3rd party vendor to know when new requests for additional funds are required.
• Identify when funding is received. Work with third party to move pending application to policy issue.

Skills

Verbal communication

Written communication

High energy

Critical thinking

MS Office

Education

Bachelor’s degree (Non – Technical)

Tools

MS Office tools

Microsoft Excel

Job description

• Review and validate for accuracy that the Transfer of Assets Packet was mailed/e-mailed/faxed correctly and timely.
• Call outs to external carriers and financial institutions every 5 days requesting funds required for new business policy issue.
• Documentation of various administrative systems on results of each call
• Requires detailed communication to advisors and their staff on status of receipt of funds.
• Proactively identifies when additional communications (phone call or email) to the advisor are needed when the transfer hits a roadblock.
• Working with Financial Advisors and their Staff, knowing when to request corrected forms to secure funding.
• Partner with 3rd party vendor to know when new requests for additional funds are required.
• Identify when funding is received. Work with third party to move pending application to policy issue.

Roles And Responsibilities

• Review and validate for accuracy that the Transfer of Assets Packet was mailed/e-mailed/faxed correctly and timely.
• Call outs to external carriers and financial institutions every 5 days requesting funds required for new business policy issue.
• Documentation of various administrative systems on results of each call
• Requires detailed communication to advisors and their staff on status of receipt of funds.
• Proactively identifies when additional communications (phone call or email) to the advisor are needed when the transfer hits a roadblock.
• Working with Financial Advisors and their Staff, knowing when to request corrected forms to secure funding.
• Partner with 3rd party vendor to know when new requests for additional funds are required.
• Identify when funding is received. Work with third party to move pending application to policy issue.

Requirements Qualifications

• 1-3 years of experience in Operations (Voice Process)
• Good communication skills with a neutral accent
• Strong verbal & written communication skills
• Must be able to work in a fast-paced high-volume environment without sacrificing the quality of work.
• Proven relationship management/outstanding service delivery
• High energy level
• Good Knowledge of MS office tools
• Bachelor’s degree (Non – Technical)
• Experience in US Insurance Domain, preferably Life insurance, annuities, and Retirement
• Critical thinking, Quick Learner, Flexible
• Open to Night Shifts

Preferred Skillsets

• Strong analytical skills/demonstrates problem-resolution skills.
• Strong Customer Service orientation/proven relationship-building skills
• Experience in using Microsoft Excel
• Strong understanding of Annuity products and procedures

Location:

Hyderabad, India

Time Type:

Full time

Shift Timings:

Night Shifts (US Time Zone) 10:30 PM IST to 7:30 AM IST