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 TitleProcess Associate/ Senior Process AssociateDepartmentEB Operations (Enrollment)LocationMumbaiKey ResponsibilitiesManage 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 policiesTechnical SkillsProficient in MS Office Suite (Word, Excel, Outlook).Familiarity with insurance policy management systems.Core CompetenciesAnalytical 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 Experience3+ years of experience in the insurance industry, with a focus on policy servicing operations.Domain knowledge in insurance preferred.Education/QualificationAny Bachelor’s degree required.Relevant work experience in B2C environments is desirable.Additional RequirementsAbility 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.

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