Operation Associate

Fulcrum Digital


Job Location:

Pune - India

Salary: Not Disclosed
Experience Required: 3years
Posted on: 2 hours ago
Vacancies: 1 Vacancy

Job Summary


Who are we

Fulcrum Digital is an agile and next-generation digital accelerating company providing digital transformation and technology services right from ideation to implementation. These services have applicability across a variety of industries including banking & financial services insurance retail higher education food healthcare and manufacturing.

Job Description Operation Associate (Backfill Position)

Position Title

Operation Associate Underwriting Operations Support

Location

Pune India

Department

Business Services Group (BSG) Underwriting Operations

Reports To

Supervisor / Team Lead Underwriting Operations

Position Summary

The Operation Associate supports U.S. Commercial Lines Underwriting Operations by processing New Business Renewals Endorsements and Premium Finance transactions. The role requires strong attention to detail adherence to established procedures and collaboration with Underwriters and stakeholders to ensure timely and accurate policy processing.

Key Responsibilities

  • Process New Business Renewal Endorsement and Premium Finance transactions.
  • Review and validate submission data for accuracy and completeness.
  • Support Underwriters with policy processing and servicing activities.
  • Meet established turnaround times and SLA requirements.
  • Follow quality standards procedures and checklists.
  • Perform quality reviews before task completion.
  • Partner with U.S. stakeholders to resolve operational queries.
  • Participate in cross-training and knowledge-sharing activities.
  • Support process improvement and automation initiatives.
  • Achieve productivity quality and compliance targets.

Requirements

Required Qualifications

Education

  • Bachelors degree in Commerce Business Finance Insurance or related field.

Experience

  • 13 years of experience in Insurance Operations Underwriting Support or Back-office Operations.
  • Commercial Insurance experience preferred.

Skills

  • Proficiency in MS Excel Outlook and Microsoft Office.
  • Strong analytical and data validation skills.
  • Effective communication and stakeholder management abilities.
  • Strong attention to detail and time-management skills.

Preferred Qualifications

  • Commercial Property & Casualty Insurance experience.
  • Underwriting support background.
  • Understanding of policy lifecycle activities.
  • Exposure to process improvement or automation initiatives.

Key Performance Indicators (KPIs)

  • Productivity and volume achievement.
  • Quality and accuracy scores.
  • SLA adherence.
  • Training and certification completion.
  • Process compliance and audit readiness.

Working Hours

  • Flexible to support U.S. business hours.
  • Participation in business meetings and training sessions as required.

Position Justification

This backfill position is required to maintain operational continuity and support business requirements across New Business Renewals Endorsements and Premium Finance functions while ensuring adherence to quality productivity and SLA commitments.

Recommended Grade: Operation Associate / Senior Operation Associate.





Required Skills:

US General Insurance Underwriting operations knowledge preferably in underwriting support or back-office processing. Required Knowledge of Policy Processing Binding & Booking. LOB Knowledge Commercial Products Auto GL & WC

Who are weFulcrum Digital is an agile and next-generation digital accelerating company providing digital transformation and technology services right from ideation to implementation. These services have applicability across a variety of industries including banking & financial services insurance ret...