About this role
Follow defined SOPs, quality standards, and turnaround times
Process policy renewals and rollover transactions in accordance with defined guidelines and client requirements
Review existing policies for coverage, premium, deductibles, policy terms, and other relevant details before renewal.
Validate renewal information received from clients, agents, brokers, or internal teams and identify discrepancies.
Complete renewal/rollover activities within defined TAT and SLA requirements.
Update policy and customer information accurately in relevant insurance systems.
Monitor pending renewals and proactively follow up on cases approaching the renewal/rollover deadline.
Review documents for completeness and ensure required information is captured.
Upload, organize, and maintain policy and submission documents.
Review and process audits for New Business, Renewals and Endorsements requests per guidelines
Dealing with underwriters, brokers, customers and answering any query they might have related to the Policy
Responsibilities
Follow defined SOPs, quality standards, and turnaround times
Process policy renewals and rollover transactions in accordance with defined guidelines and client requirements
Review existing policies for coverage, premium, deductibles, policy terms, and other relevant details before renewal.
Validate renewal information received from clients, agents, brokers, or internal teams and identify discrepancies.
Complete renewal/rollover activities within defined TAT and SLA requirements.
Update policy and customer information accurately in relevant insurance systems.
Monitor pending renewals and proactively follow up on cases approaching the renewal/rollover deadline.
Review documents for completeness and ensure required information is captured.
Upload, organize, and maintain policy and submission documents.
Review and process audits for New Business, Renewals and Endorsements requests per guidelines
Dealing with underwriters, brokers, customers and answering any query they might have related to the Policy
Qualifications
Graduate in any stream
EXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience, and transform their business. Our partnerships with clients are built on a foundation of collaboration – and we’ve been chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers. We function as one team to make your goals our goals, whether that’s unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power your growth. Clients choose EXL as their transformation partner for many reasons. Our geographic diversity make talent all over the world instantly accessible. Digital accelerators enable unmatched speed-to-value, letting you realize results fast. It’s our people that truly set us apart, though, including the 1,500 data scientists we have dedicated to our generative AI practice. And our more than twenty years of experience in delivering business services, garnering stellar client references, and maintaining a solid balance sheet are reassuring to our C-suite clients. Find out for yourself why clients, employees, and analysts think we’re some of the best in the business. Contact us to see how we can help you achieve your goals.
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