Policy Operations Associate
Nexus Venture Partners
Operations
Chennai, Tamil Nadu, India
Posted on May 25, 2026
AssetPlus
AssetPlus
Department: Insurance Policy Operations (L1)
Reporting To: Lead - Policy Insurance Operations
Location: Chennai (Onsite)
Employment Type: Full-Time
About AssetPlus
AssetPlus is one of India’s fastest-growing fintech platforms, transforming how investors and advisors experience mutual funds and insurance. Our mission is to simplify financial journeys through technology-led operations, compliance rigour, and seamless service delivery.
As part of the Insurance Policy Operations team, you will play a critical role in ensuring process excellence, accuracy, and trust across every stage of the insurance lifecycle.
Role Overview
The Policy Operations Associate will manage the end-to-end lifecycle of insurance policies across health and life insurance segments. The role includes quote generation, proposal validation, documentation management, compliance adherence, renewals, and coordination with insurers and internal teams.
This position blends operational precision with proactive communication, requiring the individual to handle daily policy processing and limited outbound coordination calls to ensure timely closures, smooth issuance, and audit-ready documentation.
Key Responsibilities
Collaborate with sales or partner teams to capture customer details and recommend suitable product options.
Share premium illustrations, ensure accurate data entry, and track proposal conversion rates.
Review policy copies for accuracy in coverage, sum assured, and premium details before release.
Maintain end-to-end case logs with issuance dates, TAT compliance, and exception handling records.
Maintain digital and physical documentation repositories in line with AssetPlus standards.
Ensure adherence to IRDAI guidelines, insurer SOPs, and company compliance frameworks at every stage of processing.
Participate in periodic audits and support internal compliance checks to maintain 100% data and document hygiene.
Flag discrepancies or incomplete files proactively to the Lead and rectify within set timelines.
Process endorsements such as address changes, contact updates, or nominee modifications.
Maintain renewal and endorsement MIS with closure timelines and pending status visibility.
Maintain professional call etiquette and ensure all call notes are logged into the CRM system.
Collaborate closely with internal operations, technology, and sales teams for the resolution of operational gaps.
Prepare weekly MIS reports highlighting productivity, accuracy, and SLA adherence.
Identify workflow bottlenecks and recommend process automation or simplification opportunities.
Skills & Competencies
Strong understanding of life and health insurance products and operational workflows.
Excellent documentation and compliance discipline with strong attention to detail.
Effective verbal and written communication skills for coordination and follow-ups.
Proficiency in MS Excel, Google Sheets, CRM tools, and insurer portals.
Self-motivated, dependable, and capable of working within tight turnaround times.
Qualifications & Experience
Graduate or Postgraduate in Commerce, Business Administration, or Insurance Management.
0-3 years of experience in insurance operations, policy servicing, or quote generation.
Exposure to aggregator or POSP models and multi-insurer platforms will be an added advantage.
What Does Working at AssetPlus Look Like?
At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights.
Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey.
We can’t wait to show you what makes AssetPlus a great place to build your career!
Share with someone awesome
View all job openings
Department: Insurance Policy Operations (L1)
Reporting To: Lead - Policy Insurance Operations
Location: Chennai (Onsite)
Employment Type: Full-Time
Qualifications & Experience
Graduate or Postgraduate in Commerce, Business Administration, or Insurance Management.
0-3 years of experience in insurance operations, policy servicing, or quote generation.
Exposure to aggregator or POSP models and multi-insurer platforms will be an added advantage.
What Does Working at AssetPlus Look Like?
At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights.
Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey.
We can’t wait to show you what makes AssetPlus a great place to build your career!
AssetPlus
Department: Insurance Policy Operations (L1)
Reporting To: Lead - Policy Insurance Operations
Location: Chennai (Onsite)
Employment Type: Full-Time
About AssetPlus
AssetPlus is one of India’s fastest-growing fintech platforms, transforming how investors and advisors experience mutual funds and insurance. Our mission is to simplify financial journeys through technology-led operations, compliance rigour, and seamless service delivery.
As part of the Insurance Policy Operations team, you will play a critical role in ensuring process excellence, accuracy, and trust across every stage of the insurance lifecycle.
Role Overview
The Policy Operations Associate will manage the end-to-end lifecycle of insurance policies across health and life insurance segments. The role includes quote generation, proposal validation, documentation management, compliance adherence, renewals, and coordination with insurers and internal teams.
This position blends operational precision with proactive communication, requiring the individual to handle daily policy processing and limited outbound coordination calls to ensure timely closures, smooth issuance, and audit-ready documentation.
Key Responsibilities
- Quote Generation & Proposal Management
Collaborate with sales or partner teams to capture customer details and recommend suitable product options.
Share premium illustrations, ensure accurate data entry, and track proposal conversion rates.
- Policy Servicing & Issuance
Review policy copies for accuracy in coverage, sum assured, and premium details before release.
Maintain end-to-end case logs with issuance dates, TAT compliance, and exception handling records.
- Documentation & Compliance
Maintain digital and physical documentation repositories in line with AssetPlus standards.
Ensure adherence to IRDAI guidelines, insurer SOPs, and company compliance frameworks at every stage of processing.
Participate in periodic audits and support internal compliance checks to maintain 100% data and document hygiene.
Flag discrepancies or incomplete files proactively to the Lead and rectify within set timelines.
- Renewals & Endorsements
Process endorsements such as address changes, contact updates, or nominee modifications.
Maintain renewal and endorsement MIS with closure timelines and pending status visibility.
- Coordination & Calling Activities
Maintain professional call etiquette and ensure all call notes are logged into the CRM system.
Collaborate closely with internal operations, technology, and sales teams for the resolution of operational gaps.
- Reporting & Process Improvement
Prepare weekly MIS reports highlighting productivity, accuracy, and SLA adherence.
Identify workflow bottlenecks and recommend process automation or simplification opportunities.
Skills & Competencies
Strong understanding of life and health insurance products and operational workflows.
Excellent documentation and compliance discipline with strong attention to detail.
Effective verbal and written communication skills for coordination and follow-ups.
Proficiency in MS Excel, Google Sheets, CRM tools, and insurer portals.
Self-motivated, dependable, and capable of working within tight turnaround times.
Qualifications & Experience
Graduate or Postgraduate in Commerce, Business Administration, or Insurance Management.
0-3 years of experience in insurance operations, policy servicing, or quote generation.
Exposure to aggregator or POSP models and multi-insurer platforms will be an added advantage.
What Does Working at AssetPlus Look Like?
- Best in the Fintech Industry - Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions.
- Exponential Career Growth - Accelerate your professional journey with opportunities to take on new challenges and responsibilities.
- Building a Future Together - Be part of a company that values collaboration and long-term success.
- Lucrative Roles & Industry Exposure - Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities.
- Continuous Learning & Development - Enhance your knowledge through structured learning programs and real-world problem-solving.
- Team Engagement & Culture-Building Activities - Participate in fun and engaging team events that foster collaboration and camaraderie.
- Young & Vibrant Team - Work with passionate, driven individuals in an energetic work environment.
- Employee Healthcare Benefits - Prioritising your well-being with comprehensive health coverage.
- Be part of a leading fintech start-up that fosters a Learn & Grow culture.
- Work in a fast-paced, dynamic environment where your contributions make a real impact.
- If you're passionate about finance/mutual funds and their role in the high-growth fintech space, this is the place for you.
- Innovate at scale with endless learning opportunities.
At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights.
Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey.
We can’t wait to show you what makes AssetPlus a great place to build your career!
Share with someone awesome
View all job openings
Department: Insurance Policy Operations (L1)
Reporting To: Lead - Policy Insurance Operations
Location: Chennai (Onsite)
Employment Type: Full-Time
Qualifications & Experience
Graduate or Postgraduate in Commerce, Business Administration, or Insurance Management.
0-3 years of experience in insurance operations, policy servicing, or quote generation.
Exposure to aggregator or POSP models and multi-insurer platforms will be an added advantage.
What Does Working at AssetPlus Look Like?
- Best in the Fintech Industry - Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions.
- Exponential Career Growth - Accelerate your professional journey with opportunities to take on new challenges and responsibilities.
- Building a Future Together - Be part of a company that values collaboration and long-term success.
- Lucrative Roles & Industry Exposure - Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities.
- Continuous Learning & Development - Enhance your knowledge through structured learning programs and real-world problem-solving.
- Team Engagement & Culture-Building Activities - Participate in fun and engaging team events that foster collaboration and camaraderie.
- Young & Vibrant Team - Work with passionate, driven individuals in an energetic work environment.
- Employee Healthcare Benefits - Prioritising your well-being with comprehensive health coverage.
- Be part of a leading fintech start-up that fosters a Learn & Grow culture.
- Work in a fast-paced, dynamic environment where your contributions make a real impact.
- If you're passionate about finance/mutual funds and their role in the high-growth fintech space, this is the place for you.
- Innovate at scale with endless learning opportunities.
At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights.
Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey.
We can’t wait to show you what makes AssetPlus a great place to build your career!