Insurance Analyst

Overview

Insurance Analyst role within the Wealth Operations team at M&G India, handling day-to-day pre-sales administration and servicing for PFP and Retirement Account customers, alongside ad hoc projects.

What you'll do

• Provide customer service to both internal and external customers.
• Complete own work to a high level of accuracy within service level agreements to achieve regulatory targets.
• Maintain and implement a personal development plan in partnership with your immediate manager.
• Identify, facilitate and implement process improvement ideas to improve efficiency.
• Keep your knowledge up to date in relation to servicing, processing and compliance activities.
• Execute non-standard cases and manual work that cannot be processed on standard systems.
• Learn the skills and knowledge needed to cover a broad range of servicing activities across regulated products.
• Identify customer needs, provide assistance and information, and capture essential details on the system so other departments can fulfil customer requirements.
• Demonstrate a positive risk, compliance and control culture through identifying, assessing, monitoring and managing risks and issues within the business area, and ensuring timely resolution of control weaknesses, actions and failures.
• Achieve and maintain the required level of competency as per the training and competency framework.
• Be responsible for day-to-day pre-sales administration for PFP and servicing of Retirement Account customers.
• Update details on various systems.
• Send template letters to customers and, at times, create free-form letters to respond to customer queries.
• Handle calls to ceding companies or internal departments within the UK where required for certain work types.

Details

• Location: Mumbai, India.