Job Description

Job Summary-:


The Lead – New Business, Retail Operations will be responsible for managing and optimizing end-to-end new business operations across retail distribution channels including Agency, Bancassurance, and Direct/Alternate channels. The role ensures timely issuance of policies, operational efficiency, regulatory compliance, and superior partner and customer experience while supporting business growth initiatives.


Key Responsibilities:


1) New Business Operations Management


  • Oversee end-to-end new business processing including proposal intake, underwriting coordination, medical requirements, AML guideline adherence, policy issuance, and welcome processes.
  • Ensure adherence to internal controls, underwriting guidelines, and regulatory requirements (IRDAI or local regulator).
  • Drive improvements in turnaround time (TAT), first-time-right...

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