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Executive - Business Operations

Job Description - Executive - Business Operations

1.Monthly Reconciliation of Policies :
Perform accurate and timely reconciliation of issued, lapsed, cancelled, and renewed policies.
Identify discrepancies and coordinate with internal teams and partners for resolution.

2.Communication with Partners:
Maintain proactive and professional communication with external for operational coordination and issue resolution.
Ensure SLAs and service quality standards are met.

3.Process Automation Setup:
Identify manual processes and work with internal teams to transition them into automated workflows.

4.Daily Customer Reports:
Prepare and share daily reports with customers/partners in the prescribed format.
Ensure accuracy, timeliness, and confidentiality of all data shared.

5.Monthly Book Closure & MIS Preparation:
Support month -end closing activities in coordination with finance, underwriting, and product teams.
Prepare MIS reports for management, highlighting key metrics, trends, and observations.

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