AM – Customer Service (MIS)

A leading life insurance company is seeking a data-driven AM – Customer Service (MIS) to join its corporate team. In this specialized role, you will be responsible for the preparation, analysis, and filing of critical business reports to the IRDAI and Life Council. Furthermore, you will manage complex regulatory submissions such as BAP and Public Disclosures. Consequently, this position is vital for ensuring 100% accuracy and robust controls in all financial and regulatory reporting.

The AM – Customer Service (MIS) must interpret requirements from new guidelines and circulars to develop accurate reporting frameworks. Additionally, you will lead the end-to-end automation of manual reports by raising Business Requirement Documents (BRDs) and conducting User Acceptance Testing (UAT). Therefore, the company is looking for a graduate with 3 to 4 years of experience in regulatory reporting. If you are proficient in SQL and VBA, this AM – Customer Service (MIS) role offers a premier platform for professional growth.

Key Responsibilities for the AM – Customer Service (MIS)

• Lead the preparation, deep analysis, and filing of financial and business reports to IRDAI and Life Council.
• Manage high-priority regulatory submissions including BAP filing and periodic Public Disclosures.
• Coordinate effectively with Compliance and cross-functional teams to align on reporting standards.
• Report financial data through various annexures for internal stakeholders at predefined frequencies.
• Interpret complex requirements from regulatory guidelines and ad-hoc requests to develop new reports.
• Ensure 100% accuracy and maintain strict internal controls across all financial reporting outputs.
• Drive the automation of manual reports by understanding system flows and raising detailed BRDs.
• Execute User Acceptance Testing (UAT) to ensure the accuracy and integrity of automated data outputs.
• Collaborate with various organizational stakeholders to maintain data transparency and consistency.
• Stay updated on circulars from statutory agencies to ensure ongoing reporting compliance.

Requirements and Qualifications

• Graduate degree with a minimum of 3 to 4 years of professional work experience.
• Previous experience specifically in regulatory reporting is a mandatory requirement for this role.
• Advanced technical knowledge of MS Access, SQL, and VBA for data management and automation.
• Excellent communication skills for effective coordination with cross-functional departments.
• Proven ability to manage high-frequency reporting cycles with a focus on precision and accuracy.

Core Competencies

• Strong analytical mindset with the ability to interpret technical regulatory language.
• Technical proficiency in identifying system flows and automating manual data processes.
• High level of attention to detail to prevent reporting errors or compliance breaches.
• Ability to work collaboratively in a fast-paced environment with multiple reporting deadlines.

If you are an MIS professional ready to drive the AM – Customer Service (MIS) function for a premier insurer, we encourage you to apply today!