Senior Executive

Posted 2 Months Ago
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Pune, Mahārāshtra, IND
Hybrid
Senior level
Information Technology • Database • Consulting
The Role
Process new business and renewal transactions for motor insurance, prepare policy data and schedules, support underwriters and brokers, update workflow systems, follow underwriting guidelines, escalate exceptions, and maintain quality, productivity, and turnaround time targets.
Summary Generated by Built In

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

Responsibilities
  • 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.
Qualifications

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

Skills Required

  • Insurance coverage knowledge
  • Secondary data analysis
  • Proficiency in Microsoft Excel
  • Proficiency in Microsoft Outlook
  • Proficiency in Microsoft Word
  • Ability to understand and interpret special instructions
  • Experience handling high transaction volumes and identifying cases requiring escalation
  • Balance quality, productivity, and turnaround time (TAT)
  • Good decision-making and judgment
  • Ability to work independently and seek support appropriately
  • Strong written and verbal communication
  • Attention to detail and strong numerical aptitude
  • Multitasking and prioritization abilities
  • Adaptability and result orientation
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The Company
HQ: New York, NY
30,246 Employees
Year Founded: 1999

What We Do

Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.

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