EXL

Analyzes business data and runs outsourced operations

Assistant Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeMaharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

Strong understanding of Terms of Business Agreements (TOBA).
Knowledge of broker onboarding, management, and renewal processes.
Knowledge of cover holders, binders, and binding authorities.
Experience with compliance reviews, due diligence, and regulatory validation activities.
Knowledge of Lloyd’s regulatory and governance requirements.
Knowledge of Lloyd’s Atlas, DCOM, DAM, or FCA is preferred for consideration.
Understanding of bordereaux management and uploading or extracting documents from client systems, and ability to interpret the information needed to complete assigned tasks.
Graduate with at least fifteen years of education.
At least 1–3 years of relevant work experience for an Assistant Manager.
At least one year of supervisory experience for an Assistant Manager.
Risk identification and mitigation skills.
Analytical skills and time management.
Proficiency working with the Quality team and providing root cause analysis on escalations.
Ability to ensure compliance with internal policies and procedures, external regulations, and information security standards.

Responsibilities

Manage end-to-end broker onboarding and setup activities.
Support Delegated Authority business, including cover holders, binders, and binding authorities.
Assist with cover holder and broker management processes, annual reviews, and monitoring activities.
Contact relevant parties to obtain missing information as necessary.
Handle a high volume of transactions and identify situations requiring escalation to a supervisor to prevent escalations or complaints.
Provide floor support to new hires and mentor them in query handling.
Work with the Quality Assurance team on escalations.
Manage teams and ensure service-level targets are met.
Monitor transactions on an ongoing basis and take corrective steps or make incremental improvements where necessary.
Drive best-practice and idea sharing.
Coach and provide feedback to team members to improve their performance.
Assist new hires so they become productive on the floor as quickly as possible.
Interact with clients and present dashboards.
Manage the queue and balance workloads.

Desired Qualifications

Exposure to Lloyd’s Atlas, DCOM, DAM, or FCA is preferred.

Strong understanding of Terms of Business Agreements (TOBA). ·
Knowledge of broker onboarding, management, and renewal processes. ·
Manage end-to-end broker onboarding and setup activities. ·
Support Delegated Authority business, including Cover holders, Binders, and Binding Authorities ·
Assist with Cover holder and Broker Management processes, annual reviews, and monitoring activities.
Knowledge of Cover holders, Binders, and Binding Authorities. ·
Experience with compliance reviews, due diligence, and regulatory validation activities. ·
-Knowledge of Lloyd's regulatory and governance requirements. ·
- Candidates with exposure to any of the System Knowledge should be given preference- Lloyd’s Atlas, DCOM, DAM, FCA
Understanding of the Bordereaux management & uploading/extracting documents from client systems, interpret necessary information for completing assigned tasks
Contact relevant parties to obtain missing information (as necessary)
Responsible to handle high volume of transactions and identify scenarios demanding escalation to supervisor to avoid any escalations/complaints
Experience in MI and Reporting
Floor support to new hires and mentoring them wrt query handling

Working with QA team on escalations

Graduate with at least fifteen (15) years of education
• Minimum 1 - 3 years of relevant work experience for Assistant Manager
• Candidates should have at least one year of supervisory experience for Assistant Manager

Manage teams and ensure service level targets are met
Monitor transactions on an ongoing basis and take corrective steps where necessary or make incremental improvements.
Risk Identification and mitigation skills
Drive best practice/ idea sharing
Analytical skills and time management
Proficient in working with Quality team and provide RCA on escalations
Provide coaching and feedback to team members to enable them to improve their performance
Assist new hires such that they are productive on the floor in the shortest possible time frame
Client interaction and dashboard presentation
Ensure compliance with internal policies and procedures, external regulations, and information security standards.
Effectively manage queue and balancing of work loads

About the Company

EXL

Analyzes business data and runs outsourced operations

EXL analyzes business data and runs outsourced operations for insurers, healthcare payers, banks, retailers, and other large organizations. Its teams combine industry expertise with data engineering and AI to handle tasks such as claims processing, payment reviews, customer service, and finance within existing technology environments. The company also builds software, including LifePRO, which manages insurance policies, and EXLdata.ai, which connects fragmented data for use in AI systems. Clients pay for consulting projects, ongoing managed services, and software delivered through the cloud. EXL was founded in 1999 and is headquartered in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1999

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