Process Description:
Team of specialized examiners is responsible to review documents received from various entities such as insured, agents/Brokers, Underwriters/ Underwriting Assistants and accurately setup Submission intake and clearance, verify and update Policy / Policy information within client application as per guidelines/Instructions
Ensure that the process transactions are processed as per Desktop procedures
Ensure that the assigned targets are met in accordance with SLA and Internal standards
Ensure that the quality of transaction follows predefined parameters as defined by SoPs
Ensure adherence to established attendance schedules
Managing calendars and e-mails
Ensure compliance with internal policies and procedures, external regulations and information security standards.
Strong Communication Skills (Verbal and Written)
Good level of knowledge of Insurance Policy Servicing.
Good knowledge of complete MS Office suite (MS Word, MS Excel, Outlook)
Good decision making/analytical skill
Ability to prioritize & multi-task and exhibits meticulous attention to detail
Review and process audits for New Business, Renewals and Endorsements requests per guidelines
Dealing with underwriters, brokers, customers and answering any query they might have related to the Policy
Should be able to work on strict deadlines to manage client expectation
Review first pass accuracy of process worked for quality assurance
Bachelor Degree , PnC Insurance Domain knowledge
Choosing a digital partner is about more than capabilities — it’s about collaboration and character.
Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.
Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.
We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.
At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.
For more information, visit www.exlservice.com.
