The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Business- Insurance Operations

Process: Claim and Underwriting

Location: Gurgaon

Role Summary

The Senior Associate will support end-to-end insurance claims and underwriting operations, ensuring that cases are processed accurately, efficiently, and in accordance with policy terms, regulatory requirements, service-level agreements, and internal quality standards.

The role involves reviewing insurance applications, validating policy and customer information, assessing claims documentation, coordinating with internal and external stakeholders, identifying exceptions or potential risks, and maintaining accurate process records. The Senior Associate is also expected to handle complex cases, support quality improvement initiatives, and provide guidance to junior team members.

Key duties and responsibilities

• Review and process insurance-related cases, including claims, underwriting requests, policy transactions, renewals, endorsements, and other assigned activities.
• Validate customer, policy, coverage, risk, claim, and supporting information against established guidelines and process requirements.
• Review documents for completeness, accuracy, consistency, and compliance with applicable procedures.
• Assess cases based on policy terms, underwriting guidelines, claims instructions, client requirements, and authorization limits.

• Identify missing information, discrepancies, exceptions, and potential risks, and initiate appropriate follow-up actions.
• Coordinate with internal and external stakeholders to obtain additional information, resolve queries, and complete cases within defined timelines.
• Process standard transactions and update relevant systems, workflow tools, and records accurately.
• Support the identification and reporting of potential fraud, errors, policy breaches, or unusual case patterns.
• Ensure that all case decisions, actions, approvals, referrals, and supporting documents are properly recorded.
• Maintain confidentiality and protect customer, policy, claims, and business information in accordance with data protection requirements.
• Meet defined productivity, accuracy, turnaround-time, quality, and service-level targets.
• Perform quality checks and take corrective action to minimize errors, rework, and processing delays.
• Monitor pending cases and follow up proactively to ensure timely closure.
• Respond to routine process-related queries from stakeholders in a professional and timely manner.
• Follow standard operating procedures, internal controls, client requirements, and applicable regulatory guidelines.
• Participate in quality audits, process reviews, calibration sessions, and compliance checks.
• Identify process gaps and recommend improvements to enhance efficiency, quality, and customer service.
• Assist with knowledge sharing, process training, and mentoring of new or junior team members.
• Adapt to changes in insurance products, procedures, systems, client requirements, and regulatory expectations.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.