Senior Officer – Life and Policy Servicing Continental Insurance Brokers L.L.C

Posted on 5 Mar

Experience

5 - 6 Years

Monthly Salary

₹40,000 - ₹45,000 ($440 - $495)

Job Location

Ahmedabad, Bangalore, Chennai - India

Education

Bachelor of Business Administration(Management)

Nationality

Indian

Gender

Any

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

  • Ensure completion of daily operational tasks, including policy related queries, assignments, and dispatch of original documents to insurance providers.
  • Conduct preliminary underwriting checks on new business submissions, reviewing medical, financial, and documentation requirements to ensure completeness before submission to insurance providers.
  • Liaise with advisors and providers on underwriting requirements, including additional medical evidence, financial questionnaires, and clarification requests to facilitate smooth case progression.
  • Review monthly reports and update advisors on premium related matters and client requests.
  • Process policy servicing activities such as maturities, partial withdrawals, surrenders, transfers of ownership, reinstatements, and top up applications.
  • Handle claims related queries including death and critical illness claims, sustainability requests, and preparation of new business illustrations for offshore and UAE based providers.
  • Support KYC, compliance checks, and other application-related requirements to maintain regulatory adherence.
  • Conduct initial scrutiny of applications received from advisors and associates to ensure completeness and accuracy.
  • Check and process agency transfer requests and trustee changes, including advisory fee related matters.
  • Review internal portal applications and provider documentation to ensure compliance, for all policies.
  • Liaise closely with insurance providers, advisors, and internal stakeholders to ensure tasks are completed within defined timelines.
  • Support advisors and internal teams by providing required information and accessing provider portals where necessary.
  • Respond promptly to client calls and emails in line with service standards.
  • Maintain regular follow ups with providers where clients have contacted them directly.
  • Ensure strong record keeping and adherence to internal processes and regulatory requirements.

Desired Candidate Profile

  • Strong understanding of insurance policy servicing and operations processes.
  • Working knowledge of life insurance underwriting requirements, including medical and financial evidence, documentation standards, and provider submission processes.
  • Excellent coordination and stakeholder management skills.
  • High attention to detail and documentation accuracy.
  • Ability to manage multiple cases and meet turnaround times.
  • Customer focused with strong written and verbal communication skills.
  • Knowledge of compliance and regulatory requirements is an advantage.
  • Proficient in MS Office and insurance platforms/portals.
  • Exposure to offshore and international insurance providers preferred.
  • Graduate degree in Business, Finance, Insurance, or a related field.
  • Strong organizational and multitasking abilities.

Employment Type

    Full Time

Company Industry

  • Insurance

Department / Functional Area

  • Insurance
  • Underwriting
  • Surveying
  • Actuary

Keywords

  • Insurance Policy Servicing
  • Policy Administration
  • Client Servicing
  • Life Insurance Underwriting
  • Medical Evidence
  • Financial Evidence
  • Documentation Standards
  • Provider Submission Processes
  • Coordination
  • Stakeholder Management
  • Compliance

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Continental Insurance Brokers L.L.C

Priyanka Arjun Arjun - Recruiter

Office No: 505, Building 11, Bay Square UAE, Dubai, United Arab Emirates (UAE)

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