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Operation Associate

Job Description - Operation Associate


Who are we

Fulcrum Digital is an agile and next-generation digital accelerating company providing digital transformation and technology services right from ideation to implementation. These services have applicability across a variety of industries, including banking & financial services, insurance, retail, higher education, food, healthcare, and manufacturing.

Job Description – Operation Associate (Backfill Position)

Position Title

Operation Associate – Underwriting Operations Support

Location

Pune, India

Department

Business Services Group (BSG) – Underwriting Operations

Reports To

Supervisor / Team Lead – Underwriting Operations

Position Summary

The Operation Associate supports U.S. Commercial Lines
Underwriting Operations by processing New Business, Renewals, Endorsements, and
Premium Finance transactions. The role requires strong attention to detail,
adherence to established procedures, and collaboration with Underwriters and
stakeholders to ensure timely and accurate policy processing.

Key Responsibilities

  • Process
    New Business, Renewal, Endorsement, and Premium Finance transactions.

  • Review
    and validate submission data for accuracy and completeness.

  • Support
    Underwriters with policy processing and servicing activities.

  • Meet
    established turnaround times and SLA requirements.

  • Follow
    quality standards, procedures, and checklists.

  • Perform
    quality reviews before task completion.

  • Partner
    with U.S. stakeholders to resolve operational queries.

  • Participate
    in cross-training and knowledge-sharing activities.

  • Support
    process improvement and automation initiatives.

  • Achieve
    productivity, quality, and compliance targets.


Requirements

Required Qualifications

Education

  • Bachelor's
    degree in Commerce, Business, Finance, Insurance, or related field.

Experience

  • 1–3
    years of experience in Insurance Operations, Underwriting Support, or
    Back-office Operations.

  • Commercial
    Insurance experience preferred.

Skills

  • Proficiency
    in MS Excel, Outlook, and Microsoft Office.

  • Strong
    analytical and data validation skills.

  • Effective
    communication and stakeholder management abilities.

  • Strong
    attention to detail and time-management skills.

Preferred Qualifications

  • Commercial
    Property & Casualty Insurance experience.

  • Underwriting
    support background.

  • Understanding
    of policy lifecycle activities.

  • Exposure
    to process improvement or automation initiatives.

Key Performance Indicators (KPIs)

  • Productivity
    and volume achievement.

  • Quality
    and accuracy scores.

  • SLA
    adherence.

  • Training
    and certification completion.

  • Process
    compliance and audit readiness.

Working Hours

  • Flexible
    to support U.S. business hours.

  • Participation
    in business meetings and training sessions as required.

Position Justification

This backfill position is required to maintain operational
continuity and support business requirements across New Business, Renewals,
Endorsements, and Premium Finance functions while ensuring adherence to
quality, productivity, and SLA commitments.

Recommended Grade: Operation Associate / Senior
Operation Associate.

 



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