Senior Officer - Strategy Alliance & Structured Finance (Insurance Unit)
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Responsibilities
- Oversee end-to-end processing of insurance policies (issuance, endorsements, renewals, cancellations).
- Validate and approve policy documents prepared by junior staff.
- Ensure adherence to regulatory and underwriting guidelines.
- Coordinate with underwriters to resolve complex policy issues.
Client & Intermediary Support
- Handle escalated client queries and complaints.
- Provide guidance on policy terms, claims process, and documentation.
- Maintain strong relationships with clients, agents, brokers, and internal teams.
Reporting & Data Management
- Generate and analyse operational reports (policy counts, renewals, claims status, etc.).
- Monitor policy servicing timelines, customer satisfaction, and error rates.
Process Improvement & Compliance
- Identify areas for process optimization and propose efficiency improvements.
- Conduct regular audits and reviews of policy and claims files.
- Train and guide junior insurance support staff.
- Act as a point of escalation for operational or service issues.
- Support onboarding and skill development of new team members.
- Assist the sales team with customized quotes, complex proposals, and client presentations.
- Ensure timely follow-up and coordination for renewals, especially for high-value clients.
Qualifications & Experience
- Strong understanding of insurance operations (life/general).
- Excellent communication and interpersonal skills.
- Ability to multitask and prioritize under pressure.
- Analytical thinking and problem-solving ability.
- Knowledge of insurance regulations and compliance standards.
Preferred Qualifications
- Bachelor’s degree (insurance, commerce, finance, business preferred or any related field).
- 3-5+ years of experience in insurance operations or support.