Team Lead Insurance Operation

Insurance Operations Team Lead

Location: Madhapur, Hyderabad

Work from office

US Shift: 5.30 PM to 2.30 AM

Experience: 8 yrs

Must have Insurance Operations experience to be considered for this opening.

Basic Qualifications

· 5–8 years of experience in insurance accounting and operations.

· Should be a Commerce Graduate.

· Hands-on experience in: Commission reconciliation:

· Insurance accounting workflows.

· Policy documentation / operations.

· Hands-on experience working with insurance agency systems such as AMS360, EZLynx, Applied Epic, HawkSoft, or similar platforms.

· Ability to work across both accounting and operations functions.

· Experience handling multi-client environments.

· Prior experience managing or guiding a small team (2–5 members).

· Strong Excel and data handling skills.

· Exposure to US-based insurance clients.

· Good Strong willingness to learn and grow.

· Should be willing to work in US Shifts.

The ideal candidate will have end-to-end exposure to insurance agency workflows, including:

· Commission reconciliation.

· Insurance accounting.

· Policy documentation and operations.

The role requires the ability to work across both accounting and operational functions, ensuring accuracy, timeliness, and smooth client delivery.

1. Team Leadership & Execution:

· Guide and lead a team of 3–5 members (Accountants and Operations Specialists).

· Allocate and track daily work across multiple client engagements.

· Support team in resolving issues and completing tasks on time.

· Monitor performance and provide regular feedback.

2. Client Operations and Communication:

· Act as day-to-day operational point of contact for clients.

· Support and oversee commission reconciliation.

· Ensure accurate matching across AMS, accounting systems, and carrier statements.

· Assist in policy documentation and compliance workflows.

· Ensure timelines and quality standards are consistently met.

· Ability to communicate with clients on operational matters.

· Clear and professional communication.

3. Hands-On Delivery:

· Perform and review commission reconciliations and accounting).

· Support accounting-related tasks where required.

· Assist in operational/documentation work as needed.

· Ensure accuracy before final delivery.

4. End-to-End Insurance Workflow Handling:

• Work across:

· Commission reconciliation.

· Insurance accounting.

· Policy documentation and operations.

· New business workflows.

· Support team across all three areas based on workload.

5. Quality & Process:

· Review key outputs such as reconciliations and documentation

· Ensure adherence to SOPs and process standards.

· Maintain trackers and ensure reporting is up to date.

6. Multi-Client Coordination:

· Handle multiple insurance clients with different workflows.

· Prioritize tasks and manage deadlines effectively.

· Escalate issues to the Delivery Manager when required.

7. Accounting & Reconciliation:

· Ability to identify mismatches and resolve issues.

· Understanding revenue flows, commissions, and reconciliations.

8. Multi-Client Management and Insurance Systems Expertise:

· Ability to handle multiple clients simultaneously.

· Strong prioritization skills.

· Ability to work on AMS360, EZLynx, Applied Epic, or similar systems.

· Extract, validate, and reconcile data from these platforms.

Job Type: Full-time

Pay: ₹1,000,000.00 - ₹1,100,000.00 per year

Work Location: In person