Process Associate/Analyst/QA Analyst/Team Lead - Insurance

Job Description

Hi All,Mega Walkin drive at HCLTech - Navallur, Chennai (Banking & Finance) Saturday, 30th May 2026Walkin Venue: HCLTech Navallur ETA 3,Sandhya Infocity next to VIVIRA MALL.Date: Saturday, 30th May 2026Timings: 12 noon to 3:00 pm.Contact person: SanjayPlease carry anyone Government ID proof.Category: Experienced in the below rolesRole: Team Lead OperationsLocation: ChennaiJob Summary:We are looking for a proactive and experienced Operations Supervisor to lead and manage teams handling ARF Post-Retirement and New Business S&I processes. The role involves overseeing daily operations, ensuring SLA adherence, and mentoring team members to achieve performance goals.Key Responsibilities:Supervise day-to-day activities across ARF and S&I operations.Allocate tasks and monitor team performance.Ensure timely and accurate processing of transactions (e.g., ARF inputting, surrenders, savings updates).Resolve escalations and support complex case handling.Conduct team huddles, performance reviews, and coaching sessions.Collaborate with QA and compliance teams to maintain standards.Prepare operational reports and contribute to strategic planning.Required Qualifications:Bachelors degree in Business, Finance, or related field.46 years of experience in financial operations, with at least 12 years in a supervisory role.Strong knowledge of ARF and investment products.Experience in team management and workflow optimization.
• ROLE : PENSIONS
EXPERIENCE: 1-3 yearsMandatory Skills:Strong written communication, knowledge of insurance operations (claims, alterations, servicing), customer service, and compliance with UK industry regulations.Role Overview:Handle written enquiries from policyholders and IFAs, process back-office insurance tasks, respond professionally to complaints, and contribute to team meetings and projects.Process Insight:Work within defined procedures and service standards, collaborate in self-managed teams, and continuously suggest improvements while maintaining high quality and compliance.
• ROLE : APPROVED RETIREMENT FUND (ARF)
EXPERIENCE: 1-3 yearsMandatory Skills:Bachelors in Finance or related field, 2 years in retirement fund operations, strong data entry and reconciliation skills, familiarity with ARF products and compliance standards.Role Overview:Manage post-retirement ARF processes including new business input, income payments, surrenders, top-ups, and fund switches with a focus on accuracy, timeliness, and regulatory compliance.Process Insight:Use internal systems to execute and monitor ARF transactions, collaborate with teams to ensure service quality, and maintain confidentiality while delivering high service standards.
• ROLE : SAVINGS & INVESTMENTS
EXPERIENCE: 1-3 yearsMandatory Skills:Bachelors in Finance or related field, 2 years in financial or insurance operations, strong Excel skills, and in-depth knowledge of savings and investment products.Role Overview:Process savings and investment activities for new business, including data input, investment updates, special underwriting cases, conversions, and electronic data matching with a focus on accuracy and compliance.Process Insight:Ensure accurate and timely financial data handling across systems, coordinate with underwriting teams for special cases, and maintain data integrity throughout onboarding and conversion workflows.
• ROLE : Individual Personal Retirement Savings Account- IP
EXPERIENCE: 1-3 yearsMandatory Skills:Strong written communication, knowledge of life and pension policy servicing, attention to detail, customer service, and compliance with UK insurance regulations.Role Overview:Manage written enquiries, process back-office operations like claims and alterations, handle complaints, support customer satisfaction, and contribute to service development and team collaboration.Process Insight:Operate within company systems and compliance frameworks, ensure service standards, participate in team initiatives and projects, and support continuous improvement in a self-managed team environment
• ROLE:Individual Personal Retirement Savings Account- IE
EXPERIENCE: 1-3 yearsMandatory Skills:Strong written communication, knowledge of life and pension policy servicing, attention to detail, customer service, and compliance with UK insurance regulations.Role Overview:Manage written enquiries, process back-office operations like claims and alterations, handle complaints, support customer satisfaction, and contribute to service development and team collaboration.Process Insight:Operate within company systems and compliance frameworks, ensure service standards, participate in team initiatives and projects, and support continuous improvement in a self-managed team environment .
• ROLE : Senior Analyst- Supervisor
EXPERIENCE: 5 yearsMandatory Skills:Bachelors in Business or Finance, 46 years in financial operations with 12 years in a supervisory role, strong understanding of ARF and investment products, and experience in team leadership.Role Overview:Lead ARF Post-Retirement and New Business S&I teams, ensure timely and accurate transaction processing, manage escalations, drive performance, and maintain compliance with service standards.Process Insight:Oversee daily workflows, coach team members, collaborate with QA and compliance, generate reports, and contribute to continuous improvement and strategic operational planning.
• ROLE : Senior Analyst QA
EXPERIENCE: 5 yearsMandatory Skills:Bachelors in Finance or related field, 3 years in quality assurance or financial operations, strong knowledge of ARF and investment products, and proficiency in Excel and audit tools.Role Overview:Conduct audits across ARF and S&I transactions, ensure compliance with internal and regulatory standards, identify process gaps, and support quality improvement and training initiatives.Process Insight:Monitor operational accuracy through detailed audits, collaborate with teams to resolve issues, maintain quality metrics, and contribute to system testing and ongoing process enhancements.Seniority Level
• Mid-Senior level
Industry
• Banking
Employment Type
• Full-time
Job Functions
• Analyst
Skills
• Investment Products
• Managerial Finance
• Supervisory Skills
• Savings
• Finance
• ARFF
• Operations
• Investments
• Pension Funds
• Quality
Please note that immediate to 30days notice period candidates will be preferred.

Keyskills :
insuranceuk processlife insurancepensionslifeannuity