Process new business and renewal transactions for motor insurance, prepare policy documents, support underwriters and brokers, update workflow systems, follow underwriting guidelines, identify escalations, and maintain quality, accuracy, and timely processing while using Microsoft Office tools.
This role is a Back Office Insurance Operations position supporting Zurich Australia’s Motor Insurance business. The employee will process new business and renewal transactions, prepare and update policy-related information, collaborate with underwriters and brokers, maintain workflow systems, and ensure high-quality, timely processing while adhering to insurance guidelines and service standards. The position requires strong insurance knowledge, attention to detail, communication skills, and proficiency in Microsoft Office applications
Responsibilities- Gather and update information required for new business setup and policy renewals.
- Review incoming requests and interpret information needed for processing.
- Structure and prepare data for underwriters to support quotation activities.
- Issue policy schedules and related documents to brokers for new business and renewals.
- Review policy terms and support renewal decisions.
- Update workflow systems and route cases to underwriters for approvals and reviews.
- Follow underwriting guidelines, process instructions, and escalation protocols.
Must-Have Skills
- Insurance Coverage knowledge
- Secondary Data Analysis
Technical Skills
- Proficiency in Microsoft Excel, Outlook, and Word.
- Ability to understand and interpret special instructions.
- Experience handling high transaction volumes and identifying cases requiring escalation.
Process Skills
- Balance quality, productivity, and turnaround time (TAT).
- Good decision-making and judgment.
- Ability to work independently while knowing when to seek support.
Soft Skills
- Strong written and verbal communication.
- Good comprehension skills.
- Multitasking and prioritization abilities.
- Attention to detail and strong numerical aptitude.
- Self-discipline, adaptability, and result orientation
EXL Pune, Mahārāshtra, IND Office
Pune, India
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