Team leader - Underwriting

Greetings from IndiaFirst Life

IndiaFirst Life is promoted by Bank of Baroda. With our strong foundation, we are driven by a relentless passion for success, guided by values that matter. We appreciate your interest in working with us.

Why IndiaFirst Life?

Among India’s Top 50 Best Companies to Work For (2026)

Ranked among India’s 12 private life insurers

Great Place to Work for Eight consecutive years (2019 - 2026)

310+ awards won across functions since inception

Among India’s Top 25 Best Workplaces in BFSI (2026)

ETBFSI Award for Workplace Transformation & People Excellence (2026)

We celebrate those who embody our Core Values:

• Be Honest
• Do More
• Think New
• Be Helpful

In return, we are committed to creating a culture of CARE, where we focus on:

• Celebrating People and Success
• Accelerating Growth
• Recognizing Achievements
• Empowering Employees

Job Description at A Glance:

Designation:	Senior Executive – New Business & Underwriting
Location:	Jaipur
Grade:	Executive
Work Experience:	0 – 6 years (In Life Insurance)
Qualification:	Preferably Graduate with specialization in Pharmacy (B. Pharma) from reputed university. Science Graduate / Graduate in Banking and Insurance would be an added advantage.

Your journey with us begins here, where success is more than just a possibility — it’s the Certainty of Life.

1. What are your roles and responsibilities?

New Business & Underwriting Support Processing

• Verify completeness and accuracy of proposal forms and supporting documents.
• Support medical and financial underwriting assessments as per approved underwriting guidelines (Retail & Group)
• Analyse customer information, medical reports, and financial documents.
• Maintain underwriting records and case documentation accurately.
• Coordinate with sales, operations, and branch teams for pending requirements and document collection.
• Assist in policy issuance processing within defined service timelines.
• Conducting UAT’s for New Product Launches & Enhancements

Service & Quality Management

• Ensure adherence to defined Turnaround Time (TAT) and quality benchmarks.
• Follow compliance, audit, and regulatory requirements during case processing.
• Resolve underwriting - related queries from stakeholders within agreed timelines.
• Contribute towards continuous process improvement initiatives.

Reporting & MIS

• Maintain daily productivity and underwriting reports.
• Prepare and update MIS reports and case trackers.
• Support data analysis and reporting requirements of the underwriting team.

Cross - Functional Coordination

• Liaise with Operations, Compliance, Sales, IT, and Customer Service teams for smooth policy processing.
• Participate in team discussions and process reviews.

2. What are the role’s deliverables/goals?

To support the New Business and Underwriting team in evaluating insurance applications, processing policy issuance requests, maintaining underwriting records, and ensuring adherence to company underwriting guidelines, service standards, and regulatory requirements.

Key Performance Indicators

Qualitative:

• Interdepartmental (HO) and Branch Coordination
• Team Management
• Adherence to defined TATs.
• Accuracy of underwriting and policy issuance processing.
• Productivity as per team targets.
• Timely completion of MIS and reporting activities.

Quantitative:

• Quality of case assessment and documentation.
• Stakeholder satisfaction and query resolution.
• Compliance with underwriting guidelines and company policies.
• Effective coordination with internal departments.

Competencies

Behavioral competencies

• Good Communication Skills
• Eye for details
• Presentation skills
• Team Player

Functional competencies

• Good understanding of Insurance domain
• Excel and PowerPoint
• Life Asia and basic Insurance system would be an added advantage

Confidential