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