Manager – Customer Service (MIS)

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Role Title: Manager – Customer Service (MIS)

Employer: Leading Life Insurance Company

Required Experience: 5–6 Years

Location: Mumbai

Date published: 14 March 2026

A leading life insurance company is seeking a highly analytical Manager – Customer Service (MIS) to join its dynamic team. In this critical role, you will lead the preparation, analysis, and filing of financial and business reports for IRDAI and the Life Council. Furthermore, you will collaborate with cross-functional teams to ensure all reporting aligns with internal compliance standards. Consequently, this position is vital for maintaining the integrity of the organization’s regulatory data and financial disclosures.

The Manager – Customer Service (MIS) must possess expert proficiency in Business Intelligence tools like Power BI or AWS QuickSight. Additionally, you will be responsible for automating manual reporting systems to significantly reduce error rates and processing time. Therefore, the company is looking for a professional with 5 to 6 years of experience and a strong background in SQL. If you are an ambitious expert in regulatory reporting, this Manager – Customer Service (MIS) role offers a premier platform for career growth.

Key Responsibilities for the Manager – Customer Service (MIS)

  • Lead the end-to-end preparation, analysis, and filing of financial reports to IRDAI and the Life Council.
  • Manage high-stakes regulatory filings, including BAP submissions and public disclosure requirements.
  • Coordinate with compliance and internal stakeholders to report financial data in various annexures.
  • Interpret complex requirements from regulatory guidelines and circulars to develop accurate reports.
  • Ensure 100% accuracy and robust controls in all financial and regulatory reporting processes.
  • Drive end-to-end automation of manual reports by raising BRDs and understanding system flows.
  • Conduct User Acceptance Testing (UAT) to ensure the technical output meets all business needs.
  • Design and implement automated reporting systems to replace outdated manual data collection methods.
  • Utilize SQL to query, manipulate, and optimize large datasets for strategic business analysis.
  • Prepare advanced presentations and reports using Microsoft Excel and PowerPoint for senior leadership.

Requirements and Qualifications

  • Minimum of 5 to 6 years of professional experience in MIS or financial reporting.
  • Previous experience in regulatory reporting is a mandatory requirement for this position.
  • Expert proficiency in at least one major BI tool, such as Microsoft Power BI or AWS QuickSight.
  • Strong hands-on experience with SQL for manipulating and optimizing high-volume datasets.
  • Advanced skills in Microsoft Excel and PowerPoint for creating comprehensive business reports.
  • Proven ability to interpret regulatory guidelines and translate them into technical reporting requirements.

Additional Skills and Competencies

  • Excellent communication skills with the ability to liaise across diverse organizational functions.
  • A dynamic and ambitious professional mindset focused on continuous process improvement.
  • Strong attention to detail to ensure zero error rates in all regulatory submissions.
  • Ability to work under pressure to meet strict predefined reporting frequencies and deadlines.

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

Apply Now
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