Investor Claims Support- Pune

DESCRIPTION:

We are looking for a detail-oriented and process-driven Claims Support Executive/Associate to support the end-to-end administration of investor claims.

The role will be responsible for preparing and maintaining claim documentation, monitoring suspended claims, following up on outstanding funds and requirements, completing document uploads and reporting, managing referrals, and ensuring accurate updates in client and internal systems.

The ideal candidate should have strong attention to detail, good follow-up skills, the ability to work with multiple stakeholders, and a strong understanding of process compliance and documentation.

1. Document Preparation

·       Prepare and organize documents required for investor claim processing.

·       Review claim documentation for completeness, accuracy, and consistency.

·       Identify missing or incorrect information and coordinate with relevant teams for resolution.

·       Maintain proper documentation and ensure records are updated as per process requirements.

·       Ensure all claim-related documents are prepared within defined timelines.

2. Suspended Claims Management

·       Monitor claims placed on suspension and maintained an accurate tracker.

·       Review the reason for suspension and identify pending requirements.

·       Coordinate with internal teams, clients, or relevant stakeholders to resolve outstanding issues.

·       Follow up regularly on suspended claims and ensure timely movement toward resolution.

·       Escalate long pending or complex cases to the appropriate team.

3. Funds Follow-Up

·       Track claims where funds, payments, refunds, or other financial information are pending.

·       Coordinate with relevant internal teams and stakeholders for fund status updates.

·       Maintain accurate records of follow-ups and expected resolution dates.

·       Perform regular follow-ups on outstanding funds until closure.

·       Escalate delayed or unresolved cases as per the defined escalation process.

4. Document Uploads, Reporting & Referrals

·       Upload claim-related documents accurately into designated clients or internal platforms.

·       Verify that uploaded documents are complete, legible, and associated with the correct claim.

·       Prepare and maintain daily/weekly/monthly reports and claim trackers.

·       Monitor claim status and provide accurate reporting to management.

·       Identify cases requiring additional review or specialist intervention and initiate referrals as per process.

·       Ensure all referrals are properly documented and tracked through closure.

5. Client AIQ / System Updates

·       Maintain accurate and timely updates in client AIQ and other internal systems.

·       Update claim status, notes, actions taken, pending requirements, and follow-up details.

·       Ensure system records accurately reflect the status of each claim.

·       Perform data validation and identify discrepancies between trackers, documents, and system records.

·       Support system-related updates and process changes as required.

·       Maintain data confidentiality and follow all applicable access and security requirements.

QUALIFICATIONS:

·       Experience in claims processing, claims administration, investor claims, financial services is preferred.

·       Experience handling documentation, case management, follow-ups, reporting, or transaction processing will be an advantage.

·       Candidates with experience working with multiple systems and process trackers are preferred.

·       Basic to intermediate proficiency in MS Excel and MS Office.

·       Ability to work with CRM, claims management, workflow, or internal systems.

·       Strong analytical and problem-solving skills.

·       Ability to identify missing information and proactively follow up.

·       Ability to work within defined SLAs and process timelines.

·       Strong sense of ownership and accountability.

·       Ability to work effectively in a team environment.