Advance Excel- Enrollment Operation Executive

Strong Efficiency With Advance Excel and Insurance (Formulas, Lookups, Combinations, etc)

Emplyment Type: Contract.

The contract is extended on a year-on-year basis, depending on performance.

Job Title

Process Associate/ Senior Process Associate

Department

EB Operations (Enrollment)

Location

Mumbai

Key Responsibilities

• Manage and maintain employee data for clients.
• Oversee Group Mediclaim, Group Term Life, EDLI, WC, and Group Accident Policies (Employee Health and Benefits policies)
• Coordinate with insurance companies for data additions, deletions, correction through endorsements, and CD reconciliations.
• Maintain endorsement tracker and ensure timely updates in system.
• Build and maintain relationships with insurers, clients HR and Finance teams, and Third-Party Administrators (TPAs).
• Assist clients HR in data and CD statement reconciliation with insurer support.
• Prepare weekly and monthly Management Information System (MIS) reports and data statements for clients and client executives.
• Support client executives with data management for policy renewals.
• Effectively manage data on internal enrollment portals
• Provide assistance and resolve client queries through iTrack (ticketing tool).
• Conduct periodic data reconciliation and submit the report to client.
• Coordinate with TPAs for E-cards, DNF claims and no claim confirmation for deletion endorsement processing.
• Ensure compliance with regulatory requirements and internal policies

Technical Skills

• Proficient in MS Office Suite (Word, Excel, Outlook).
• Familiarity with insurance policy management systems.

Core Competencies

• Analytical Skills: Strong ability to analyze data and solve problems effectively.
• Communication Skills: Excellent verbal and written communication skills.
• Relationship Management: Ability to build and maintain professional relationships with clients and stakeholders.
• Attention to Detail: Detail-oriented with a focus on accuracy in data management.
• Process Orientation: Continuous improvement mindset with a strong orientation towards process efficiency.

Prior Experience

• 3+ years of experience in the insurance industry, with a focus on policy servicing operations.
• Domain knowledge in insurance preferred.

Education/Qualification

• Any Bachelors degree required.
• Relevant work experience in B2C environments is desirable.

Additional Requirements

• Ability to gather and review documentation for policy assessments.
• Experience in validating policies and issuing documents to clients, including certificates of insurance.
• Collaborate with policy administration specialists to support corrections and mid-term changes.
• Knowledge of market nuances related to policy servicing is essential.