Sr Analyst - Operations Management

Artex Risk Solutions; Pune District; On-site; INR 350,000 - 700,000; Full time

Job summary

Artex Risk Solutions is seeking a QA Auditor in Pune to conduct detailed audits of pre-bind checklist client files, verify documentation, and ensure regulatory and internal policy compliance. The role emphasizes identifying discrepancies, reporting findings, and driving process improvements.

The candidate should have a High School diploma with 1 year of relevant experience, basic math and MS Office skills, and a producer's license. Familiarity with insurance brokerage operations is a plus.

Qualifications

• High School diploma or equivalent with 1 year of relevant experience.
• Proficiency in Microsoft Office and basic math.
• Producer's license or appropriate licensing.
• Preferred: Associates degree or professional certification.
• Experience in managing client relationships.

Responsibilities

• Audit pre-bind checklist client files for compliance with regulatory requirements, internal policies, and industry standards.
• Verify accuracy and completeness of client documentation, policies, endorsements, and correspondence.
• Identify discrepancies, errors, or non-compliance and recommend corrective actions.
• Perform regular quality checks on pre-bind checklists prepared by brokers for adherence to standards.
• Collaborate with teams to identify root causes and drive process improvements.
• Prepare QA reports highlighting findings, trends, and actionable recommendations.
• Present insights to stakeholders and leadership to support decision-making.
• Collaborate with on-shore operations, account executives, brokers, and other stakeholders to address QA findings.
• Provide training and guidance on checklist creation and quality standards.

Skills

Attention to detail

Analytical skills

Communication skills

Teamwork / Collaboration

Problem solving

Insurance knowledge

Education

High School diploma or equivalent

Associates degree or professional certification (preferred)

Tools

Microsoft Office Suite

Job description

Responsibilities

• Conduct detailed audits of pre-bind checklist client files to ensure compliance with regulatory requirements, internal policies, and industry standards.
• Verify the accuracy, completeness, and consistency of documentation, including client documentation, policies, endorsements, and correspondence.
• Identify and document discrepancies, errors, or non-compliance issues, and recommend corrective actions.
• Perform regular quality checks on pre-bind checklists prepared by the brokers to ensure adherence to best practices and company standards.
• Collaborate with teams to identify root causes of quality issues and drive process improvements.
• Prepare QA reports, highlighting findings, trends, and actionable recommendations.
• Present insights to stakeholders and leadership to support informed decision-making.
• Collaborating with on-shore operations teams, account executives, brokers, and other stakeholders to address audit and QA findings.
• Provide training and guidance to teams on checklist creation, quality standards, and best practices for records keeping.

Key Skills and Competencies

• Strong attention to detail and analytical skills.
• Proficient in using audit and QA tools, as well as Microsoft Office Suite.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Knowledge of insurance brokerage operations Specialty insurance.
• Problem-solving mindset with a focus on process improvement and innovation.

Qualifications

• High School diploma/equivalent plus 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Must have producer s license. Appropriate licensing as required.
• Preferred: Associates degree, professional certification, or equivalent training and experience preferred.
• Previous experience managing client relationships.

Behaviors

• Exceptional organizational skills
• Proficient in using technology as a tool to maximize productivity and quality.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.