Senior Process Associate
Finance, Banking & Legal · Banking & Investments · Financial Analysis · Business Analysis
In short
This role focuses on ensuring smooth operational delivery in Group Benefits, including policy administration, claims support, and customer servicing, while driving process efficiency and compliance. Responsibilities include managing customer queries, troubleshooting issues, evaluating workflows, and ensuring data accuracy and quality.
Responsibilities
- Oversee customer support operations, ensuring efficient data management, high-quality interactions, and continuous workflow improvements.
- Direct the resolution of customer queries and issues via email or chat, ensuring swift and effective responses.
- Manage troubleshooting tasks, providing effective solutions, and escalating complex issues to higher levels of support.
- Evaluate operational workflows, identifying inefficiencies and suggesting enhancements for improvement.
- Ensure the quality and precision of processed data and customer interactions are maintained at the highest standards.
- Oversee the accurate entry, updating, and management of data across multiple systems and databases.
- Support end-to-end processing of Group Benefits operations, including policy administration, enrolments, and servicing requests.
- Assist in claims processing and validation, ensuring accuracy and adherence to SLAs.
- Perform data entry, verification, and reconciliation across systems.
- Ensure timely resolution of customer and partner queries.
- Follow standard operating procedures (SOPs) and maintain compliance with regulatory and internal policies.
- Identify process gaps and support continuous improvement initiatives.
- Contribute to automation and efficiency projects.
- Collaborate with internal teams (Claims, Underwriting, Finance, Customer Service) to ensure seamless operations.
- Communicate effectively with stakeholders to resolve operational issues.
- Maintain operational trackers, dashboards, and MIS reports.
- Analyze basic operational data to highlight trends, errors, and improvement opportunities.
- Ensure adherence to compliance standards, audit requirements, and data privacy guidelines.
- Escalate risks, discrepancies, or operational issues in a timely manner.
Requirements
- Bachelor’s degree in Business Administration, Finance, Insurance, or related field.
- 1–2 years of experience in Insurance operations (preferred – Group Benefits, Life, Health) OR BFSI/financial services operations.
- Strong attention to detail and accuracy.
- Basic understanding of insurance concepts (Group Benefits preferred).
- Proficiency in MS Excel (data handling, basic formulas, reporting).
- Good written and verbal communication skills.
- Problem-solving and analytical mindset.
Desired Qualifications
- Exposure to policy administration or claims systems.
- Experience working in SLA-driven operational environments.
- Knowledge of regulatory/compliance frameworks in insurance.
- Customer-centric approach.
- Process-driven mindset.
- Ability to work under deadlines.
- Team collaboration and accountability.
- Continuous learning orientation.
Benefits
- At HCLTech, you'll supercharge your potential. You'll find your career. And you'll find your spark.
- All at a place that knows that helping its customers stay on top starts by putting its people first.
#Business Operations#Group Benefits#Policy Administration#Claims Support#Customer Servicing#Process Efficiency#Compliance#Insurance Operations#Financial Services#Analytical Skills#Problem-Solving#Data Management#SOPs#MIS Reports#Data Privacy
Company
HCLTech
Job Posted
2 weeks ago
Employment Type
Full Time
WorkMode
On Site
Experience Level
Associate
Locations
Chennai, India
Qualification
Bachelor
Applicants
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