WorkboxIn

Senior Executive

EXL · Pune, Maharashtra · Full-time

This role is a Back Office Insurance Operations position supporting Zurich Australia’s Motor Insurance business. The employee will process new business and renewal transactions, prepare and update policy-related information, collaborate with underwriters and brokers, maintain workflow systems, and ensure high-quality, timely processing while adhering to insurance guidelines and service standards. The position requires strong insurance knowledge, attention to detail, communication skills, and proficiency in Microsoft Office applications • Gather and update information required for new business setup and policy renewals. • Review incoming requests and interpret information needed for processing. • Structure and prepare data for underwriters to support quotation activities. • Issue policy schedules and related documents to brokers for new business and renewals. • Review policy terms and support renewal decisions. • Update workflow systems and route cases to underwriters for approvals and reviews. • Follow underwriting guidelines, process instructions, and escalation protocols. Must-Have Skills • Insurance Coverage knowledge • Secondary Data Analysis Technical Skills • Proficiency in Microsoft Excel, Outlook, and Word. • Ability to understand and interpret special instructions. • Experience handling high transaction volumes and identifying cases requiring escalation. Process Skills • Balance quality, productivity, and turnaround time (TAT). • Good decision-making and judgment. • Ability to work independently while knowing when to seek support. Soft Skills • Strong written and verbal communication. • Good comprehension skills. • Multitasking and prioritization abilities. • Attention to detail and strong numerical aptitude. • Self-discipline, adaptability, and result orientation