Executive Policy Issuance

– Executive – EB Issuance

Location: Gurgaon / Gurugram

Department: Employee Benefits (EB)

Role: Executive – EB Issuance

Employment Type: Full-time

Job Summary

We are looking for an Executive – EB Issuance to manage end-to-end policy issuance activities within defined TATs. The candidate will be responsible for coordinating with internal stakeholders and insurer teams, ensuring accuracy in policy issuance and data validation, resolving queries, and maintaining high-quality operational standards.

Key Responsibilities

• Manage end-to-end policy issuance activities within defined TATs.
• Coordinate effectively with internal stakeholders and insurer teams for smooth and timely issuance processing.
• Ensure timely resolution of issuance-related queries, discrepancies, and escalations.
• Maintain effective communication with customers, insurers, and internal teams.
• Handle confidential customer and policy information responsibly and maintain data privacy.
• Ensure accuracy and quality in policy issuance, documentation, and data validation.
• Perform Quality Checks (QC) to identify and rectify errors before policy issuance.
  
• Analyse issuance-related data and prepare MIS/reports using MS Excel.
• Demonstrate strong working knowledge of Excel, including:
• VLOOKUP
• Pivot Tables
• Basic Formulas
• Data Validation
• Data Sorting & Filtering
• Draft professional and clear emails and communicate effectively with internal and external stakeholders.
• Maintain proper tracking of assigned cases and ensure timely closure.
• Follow up proactively with insurers and internal stakeholders on pending cases.
• Take complete ownership and accountability for assigned cases and deliverables.
• Adhere to defined operational processes, quality standards, and compliance requirements.
• Quickly adapt to new processes, tools, systems, and business requirements.

Required Skills & Competencies

• Strong attention to detail and accuracy.
• Good understanding of insurance operations and policy issuance processes.
• Strong follow-up and coordination skills.
• Good written and verbal communication skills.
• Strong working knowledge of MS Excel.
• Basic understanding of QC and operational processes.
• Ability to manage multiple cases and work within defined TATs.
• Strong sense of ownership, accountability, and responsibility.
• Ability to handle confidential information with discretion.
• Good problem-solving and analytical skills.
• Quick learner with a flexible and adaptable approach.
• Ability to work effectively in a fast-paced, target-oriented environment.

Preferred Experience

• 1–3 years of experience in insurance operations, Employee Benefits, policy issuance, or a related operations role.
• Experience working with insurer teams and internal business stakeholders will be preferred.
• Candidates with experience in Group Health, Group Personal Accident, Group Term Life, or Employee Benefits insurance will have an added advantage.

Key Performance Indicators (KPIs)

• Timely completion of policy issuance within defined TATs.
• Accuracy and quality of policy issuance and data validation.
• Timely closure of queries and escalations.
• Effective coordination with insurers and internal stakeholders.
• Compliance with defined QC and operational processes.
• Productivity and timely closure of assigned cases.
• Quality of MIS and reporting.