Insurance

• Inbound, not outbound : You speak to people who book appointments / reach out
• Advice First : Your default job is to understand needs, explain trade-offs, and recommend what's right
• Closing is part of the job : If the customer should buy, you'll guide them through plan selection and purchase
• No Spam : We don't badger customers into buying
• Time to do it well : Consultations are designed to be thoughtful, not rushed
• Choose Your Path: Team Falcon (Call-first, Deep conversation) or Team Bliss (Chat-first, fast + crisp)

Insurance Advisor, Multi Lingual (English, Telugu)

• Understand needs, explain trade-offs, and recommend what’s right
• Guide them through plan selection and purchase
• Consultations are designed to be thoughtful
• Speak to people who book appointments / reach out

Insurance Advisor – தமிழ், English

• Lead project planning and execution
• Optimize project processes and resources
• Ensure project deliverables meet requirements
• Provide technical support
• Collaborate with stakeholders

Senior Consultant - Insurance, Digital

• Provide Back-Office support for Title Company and provide Title Search and Commitment report to the client
• Ability to perform review of Title Search and examine search copies sourced from Title plants such as Property Insight (Title Point), Data Trace, Redvision and Netronline
• Ability to read search documents and paraphrase/align title and other title commitment related matters
• Work with closing coordinators to revise Title Commitments as needed
• Review residential / commercial title search materials and create title reports and commitments based on Title Search information
• Manage and maintain assigned title files in compliance with process guidelines
• Maintain strong team alliance / ability to work with co-workers to meet and achieve team and department goals
• Should be capable of producing error free work consistently
• Ability to discern matters that require escalation to a supervisor
• Timely completion of all work assignments and projects

Senior Associate, Title Insurance Services

• To sell Health Insurance Products to customers via different channels
• Responsible for selling life insurance products of the company to the customers of the insurance agents
• 80% Outdoor Sales Role for field visits and meet the insurance agents & 20% Indoor Role for company branch visit
• Responsible for selling life insurance products of the company to the customers of the bank
• 80% Indoor Sales Role in the branch of the Bank & 20% Outdoor Role and visit the customer
• Responsible for selling life insurance products of the company to the customers
• 80% Outdoor Sales Role for field visits and meet assigned customers & 20% Indoor Role for company branch visit

Front Line Sales Officer, Life Insurance

• To sell Health Insurance Products to customers via different channels.
• The candidate needs to find and connect with different insurance agents of the region assigned.
• Responsible for selling life insurance products of the company to the customers of the insurance agents. 80% Outdoor Sales Role for field visits and meet the insurance agents & 20% Indoor Role for company branch visit.
• The Candidate will be assigned or tagged under different Branches of the Bank. Responsible for selling life insurance products of the company to the customers of the bank. 80% Indoor Sales Role in the branch of the Bank & 20% Outdoor Role and visit the customer.
• The Candidate will receive leads from the company and generate own leads from open market and referrals. Responsible for selling life insurance products of the company to the customers. 80% Outdoor Sales Role for field visits and meet assigned customers & 20% Indoor Role for company branch visit.

• Provide independent and objective assessments of financial statements
• Evaluate compliance with regulations and assess governance and risk management processes
• Participate in a wide range of projects and collaborate across multiple work streams
• Serve as participant on communications with numerous engagement teams

Assurance – Specialized Services – Associate

• Provide independent and objective assessments of financial statements, internal controls, and other assurable information.
• Evaluate compliance with regulations including assessing governance and risk management processes and related controls.
• Provide assurance services over clients' digital environment including processes and controls, cyber security measures, data and AI systems, and their associated governance.
• Build meaningful client connections and learn how to manage and inspire others.
• Anticipate the needs of teams and clients and deliver quality work.
• Cultivate a strong team environment and proactive engagement with guidance and feedback.

Senior Associate – Audit & Assurance, Digital Assurance

• Reinsurance Setup, Sanctions & Submission clearance in the system.
• Facultative & Treaty Reinsurance Contract Management - Setting up & maintaining the reinsurance contract.
• Post bind work like Cancellation/endorsement management.
• Premium - Calculating and booking of reinsurance premiums and processing bordereaux in the system.
• Calculating & booking of contractual obligations like Profit commission, Prem adjustments, No claims bonus etc.
• Ensure the quarterly and yearly instructions are reviewed and incorporated.
• Analysis of actual results compared with expectations, as well as prior periods.
• Communicate with customer on day-to-day basis and internal stakeholder on regular basis
• Team handling skills, daily query handling, feedback management to iron out the operational challenges and driving improvements (Lean) to bring better controls.
• Exposure towards training methodology to drive effective training to bring desired result.

Lead Assistant Manager – Insurance, Back Office

• Lead end-to-end delivery management of large, complex Insurance domain projects with significant Data components
• Manage and mentor multi-disciplinary offshore teams
• Drive planning, execution, monitoring, and delivery of multiple concurrent workstreams
• Serve as the primary escalation point for delivery issues
• Develop and maintain strong client relationships with senior stakeholders in the Insurance domain
• Ensure adherence to agreed SLAs, quality standards, and compliance requirements
• Collaborate closely with onshore teams, architects, and business analysts
• Track financials, budgets, and resource allocations
• Identify opportunities for continuous improvement, innovation, and automation in delivery processes
• Support account growth through delivery excellence and identification of additional business opportunities

Data Management Lead – P&C Insurance

• Review demand pipeline and generate capacity to enable effective staffing on projects.
• Ensure all open staffing requests are fulfilled within the defined SLAs.
• Fulfill all staffing requests as per client needs, staffing portfolio plans, scope of work, skills, prior experience, client continuity, productivity thresholds etc.
• Ensure 100% compliance to all compliance restrictions and business rules associated with resource allocations and staffing on projects.
• Demonstrate success against all business, operational and people management KPIs.
• Monitor and resolve overbooking and staffing conflicts by providing practical and effective alternate staffing solutions.
• Minimize staffing gaps, reduce non billable time and optimize staffing during busy periods.
• Analyze and execute staffing solutions to meet unplanned demands.
• Publish effective reports and dashboards to monitor, analyze and report against key KPIs.
• Participate in business meetings, stakeholder connects and deployment reviews.
• Perform regular reviews to ensure quality of delivery.
• Drive continuous improvement, process transformation and automation to create measurable efficiencies within the team.

Senior Associate – Assurance Deployment

• Establish and enforce project management standards, templates, and best practices.
• Monitor compliance with organizational methodologies (Agile, Waterfall, Hybrid).
• Facilitate risk management, issue tracking, and change control processes.
• Support prioritization of projects aligned with strategic objectives.
• Maintain portfolio dashboards to track progress, dependencies, and resource allocation.
• Provide consolidated reporting to leadership on program status, risks, and benefits realization.
• Develop and maintain project scorecards, KPIs, and executive dashboards.
• Ensure timely and accurate reporting of milestones, budgets, and deliverables.
• Enhance data storytelling to highlight trends and enable proactive decision-making.
• Coordinate communication across project teams, sponsors, and leadership.
• Facilitate steering committee meetings and prepare executive presentations.
• Act as a central point of contact for project documentation and updates.
• Identify opportunities to streamline PMO processes and improve efficiency.
• Implement and manage project management tools (MS Project, Jira, Confluence, Power BI).
• Support training and onboarding of project managers and team members on PMO standards.

Insurance PMO

• Own insurance domain inputs for RFIs, RFPs, and proposals
• Act as domain advisor to architects and delivery teams
• Define and maintain insurance capability maps and maturity models
• Provide insurance market analysis, trends, and competitor insights
• Maintain strong understanding of insurers, reinsurers, brokers, TPAs, regulators, and partners

Insurance Capability Subject Matter Expert, SME

• Manage end-to-end processing of ceded and assumed premiums, fees and administrative charges, commissions, losses, and IBNR results within the reinsurance system
• Review and analyse reinsurance treaties to provide material inputs for accounting and reporting
• Ensure accurate accounting for premiums, claims, commissions, and reserves in compliance with GAAP/STAT standards and company policies
• Execute reinsurance settlements and payments in line with treaty terms and internal controls
• Consolidate financial data from multiple sources to ensure accuracy and completeness for internal and external reporting
• Prepare and review quarterly and annual financial statements for all reinsurance transactions
• Assist with statutory filings and regulatory reporting, including preparation of Reinsurance Schedules and foot notes
• Partner with underwriting, claims, actuarial, and other finance teams to ensure accurate and timely flow of reinsurance data
• Review and manage collateral arrangements for reinsurance contracts
• Conduct periodic testing of ceded policy data for accuracy and completeness
• Deliver high-quality client service by managing daily project activities, addressing requests promptly, and maintaining strong client relationships

Senior Insurance – ECRA-FAAS

• Supporting data gathering, cleansing, and preparation for upload into Riskonnect (policies, claims, exposure schedules)
• Assisting with data migration, validation, and reconciliation against source documents and legacy spreadsheets
• Helping configure and test: o Insurance policy records and coverage details o Claims intake, tracking, and lifecycle workflows o User roles, permissions, and basic reporting
• Participating in user acceptance testing (UAT) and documenting issues, defects, and enhancement requests
• Supporting creation of system documentation, job aids, and basic training materials
• Acting as a point of coordination between internal users and the Riskonnect implementation team for testing feedback and issue resolution
• Assist with day‑to‑day insurance administration as needed during the implementation period
• Support claims tracking and reporting
• Help prepare renewal data, exposure summaries, and schedules for internal and external use
• Maintain organized records of policies, claims documentation, and correspondence

Insurance Analyst

• Support service assurance and project execution activities to help maintain service quality.
• Assist with coordinating scope, schedule, resources, and cross-functional efforts.
• Collaborate with multiple teams, supporting issue resolution.
• Contribute to process improvements and documentation.
• Communicate effectively with stakeholders.

Senior Associate – Service Assurance, Project Support

• End-to-end deployment of Global learning courses for Assurance service line
• Source venues and vendors, take care of end-to-end logistics
• Support Global deployment projects and activities
• Run learning consumption reports for multiple courses and curriculum
• Support and develop more junior Learning Deployment Specialists in a Virtual Talent Hub

Senior Associate – Assurance

• Assist in collecting, cleaning, and processing data from various sources to support business objectives.
• Conduct exploratory data analysis to identify trends, patterns, and insights that drive strategic decision-making.
• Collaborate with team members to design and implement data models and visualizations using tools such as Excel, SQL, Databricks, Python or Power Bi.
• Support the preparation of reports and presentations that communicate findings and insights to stakeholders in a clear and concise manner.
• Participate in the development and maintenance of documentation and data dictionaries to ensure data integrity and governance.
• Work with cross-functional teams to understand business requirements and deliver data-driven solutions.
• Stay updated with industry trends and best practices in data analytics and contribute ideas for continuous improvement.

Associate 2 – Audit and Assurance, Data, Analytics and Technology Solutions

• Collaborate to develop and execute strategic sales and marketing initiatives
• Drive revenue growth and enhance brand visibility
• Build and maintain strong client relationships
• Understand and manage client goals effectively
• Navigate complex situations and deepen technical expertise

Senior Assurance – Pursuits & Proposals

• The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts.
• Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner.
• Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices.
• To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment.
• Should be able to meet the SLA and Goals set by their respective business unit. No more than 10% of variation from the average team number.
• Collaborate with business partners across different sites on a daily basis to process work.
• Identify process improvements and partner with appropriate resources to implement solutions.
• Ensure that all required information is available to accurately process requests for Account Service.
• Utilize various computer applications to identify & research issues and correspond with Advisor for further requirements.
• Accept/reject requests providing appropriate rationale on In Good Order/Not in Good Order Service requests.
• Work with appropriate internal partners or external clients to retrieve any necessary information which is missing.

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