B. Pharma

Role & responsibilities

New Business & Underwriting Support Processing

• Verify completeness and accuracy of proposal forms and supporting documents.
• Support medical and financial underwriting assessments as per approved underwriting guidelines (Retail & Group)
• Analyse customer information, medical reports, and financial documents.
• Maintain underwriting records and case documentation accurately.
• Coordinate with sales, operations, and branch teams for pending requirements and document collection.
• Assist in policy issuance processing within defined service timelines.
• Conducting UATs for New Product Launches & Enhancements

Service & Quality Management

• Ensure adherence to defined Turnaround Time (TAT) and quality benchmarks.
• Follow compliance, audit, and regulatory requirements during case processing.
• Resolve underwriting-related queries from stakeholders within agreed timelines.
• Contribute towards continuous process improvement initiatives.

Reporting & MIS

• Maintain daily productivity and underwriting reports.
• Prepare and update MIS reports and case trackers.
• Support data analysis and reporting requirements of the underwriting team.

Cross-Functional Coordination

• Liaise with Operations, Compliance, Sales, IT, and Customer Service teams for smooth policy processing.

Participate in team discussions and process reviews.