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Lead policy issuance, underwriting document audit, and customer policy verification. Requires knowledge of IRDAI compliance and risk management.
Execute retail customer onboarding, customer due diligence (CDD), statutory AML verification, and deposit transaction monitoring.
Design and deploy generative AI document parsing workflows, automated policy comparison agents, and financial document extraction prompts.
Audit and process health, life, and commercial reimbursement claims. Verify hospital billings, policy deductible riders, and regulatory disclosures.
Facilitate wire transfers, account reconciliations, core banking ledger balancing, and priority client servicing.
Evaluate mortality/morbidity risk tables, examine applicant medical and financial histories, and issue preliminary coverage terms.