Associate II - New Business
Zinnia (company site, opens in a new tab)1+ yrsGurugramOn-siteDirect career pageEst. 3–5 LPA
Posted 2h ago
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Job description
Structured overview of role & requirements
About This Role
- Process and review new business applications and transactions for annuity policies ensuring completeness and compliance.
- Manage multiple application screens to handle requests, follow-ups for information, transfers, funding, and correspondence throughout the new business lifecycle.
- Resolve routine questions based on guidelines and maintain accurate documentation of all case notes and workflow statuses.
Minimum Requirements
- Graduation mandatory; Commerce graduates preferred.
- Minimum 1 year work experience in Life Insurance, Annuities, or financial services focused on quality and accuracy.
- Proficient with Windows PC applications, typing speed of 30+ WPM at 98% accuracy required.
- Effective business English communication skills and basic knowledge in MS Excel and MS Outlook mandatory.
Ideal Candidate Profile
- Experienced in annuity new business processing within the Life/Annuity Insurance domain.
- Capable of working fixed US shift timings with strict adherence to timelines.
- Detail-oriented with proficiency in handling multiple software applications and maintaining precise data documentation.