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Associate

Talentmate

India

26th August 2026

2608-6121-1788

Job Description

Basic Function: Responsible for processing Life / Annuity transactions accurately in the system as per customer or service provider requests, while meeting productivity, quality and turnaround-time expectations.

Essential Functions

• Review documents to identify request type and process as per SOPs / guidelines.

• Process New Business, Policyholder Services (financial and non-financial), Claims or post-issue policy maintenance requests as allocated.

• Process transactions received through fax, web submission, mail, contact center requests or other intake channels.

• Verify sender/request details, update relevant admin systems and trigger confirmation communication using predefined templates.

• Redirect documents to the appropriate operational area wherever required.

• Meet individual productivity, quality, TAT, attendance and schedule adherence expectations.

• Build working knowledge of client business, systems, workflows and product rules.

• Escalate exceptions, unclear requests and system/process issues promptly to SME / supervisor.

Performance Parameters

Core Parameters	Role-Specific Indicators
• Productivity • Quality • Turnaround Time of work assigned • Attendance & Schedule Adherence	• Adherence to assigned work standards and process instruction

Primary Internal Interactions

• Senior Associate / SME / AM for clarifications, performance reporting, escalation support and real-time query resolution.

• QCA / Quality team for audit feedback and quality improvement inputs.

• Mentors / Trainers for process guidance and knowledge reinforcement.

Skill Requirements

Skill Area	Requirements
Desirable Skills	• Ability to read and comprehend English in a clear and precise manner. • Reasoning ability and basic problem-solving skills. • Strong eye for detail and willingness to learn.
Technical Skills	• Good computer navigation skills. • Typing speed of 25 WPM with 95% accuracy preferred. • Basic knowledge of Microsoft Office, Outlook and Excel.
Process-Specific Skills	• Basic understanding of Employee Benefits, US Life and Annuity Insurance preferred. • Ability to process non-financial post-issue policy maintenance transactions as trained. • Ability to navigate multiple systems and applications.
Soft Skills	• Ability to follow SOPs and work independently with limited supervision. • High attention to detail while processing transactions. • Ability to work in multiple shifts basis process requirement, including graveyard shifts.

Education Requirements and Work Experience

Bachelor’s degree and computer literacy. Relevant business exposure in Life / Annuity / Employee Benefits will be preferred.

Job Details

Role Level:	Entry-Level	Work Type:	Full-Time
Country:	India	City:	Noida ,Uttar Pradesh
Company Website:	http://www.exlservice.com	Job Function:	Others
Company Industry/ Sector:	Business Consulting and Services

What We Offer

About the Company

Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.

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