Senior Operations Insights Specialist

Location: Bangalore, KA, IN

About the Role

As APAX continues to demonstrate growth potential and increasing importance in managing the Inforce portfolio, the L&H Operations Insights team plays a critical role in enhancing client service delivery and strengthening operational efficiency. This role contributes directly to these objectives by:

• Conducting detailed data analysis to support informed and timely decision making.
• Interpreting large and complex datasets to generate actionable insights for the business.
• Identifying opportunities to streamline processes and champion operational excellence across functions

Key Responsibilities

1. Data Quality and Risk Management

• Identify risks and process gaps, recommend monitoring tools and controls to strengthen governance across TA Operations, Operations Insights and Stargate or data related projects and initiatives.
• Drive data quality improvements in collaboration with enabling teams to reduce risk exposure and optimize resource utilization.
• Provide audit and regulatory support by coordinating with TA Operations, Regional Relationship Managers and local or branch level auditors.

2. Advanced Validation & Reporting

• Manage regulatory reporting requirements for APAX and ANZ, including VAT/GST and APRA related submissions.
• Review contractual agreements and perform detailed validations related to premiums, claims and underwriting clauses for APAX and ANZ
• Prepare product level summaries to generate insights for Operations, Portfolio Management, Actuarial and Product teams. Validate new business deals and complex treaties, support actuarial modelling across the Asia region.
• Perform premium rate and complex data validations using Python, SQL and formula driven logic to identify variances and provide quality assurance.
• Support automation initiatives by defining validation logic, contributing to coding and data structuring and enhancing end-to-end validation workflows.
• Develop dashboards and insights using Power BI and other visualization tools.

3. Financial Monitoring

• Support Actuarial and Finance teams with financial monitoring for the L&H business.
• Conduct financial comparisons including Actuals vs Estimates, Actuals vs Actuals, cash flow variance analysis and collaborate across teams to resolve discrepancies.
• Lead quarterly monitoring activities and prepare reports supporting regional closing cycles.
• Analyze revenue trends and key statistical metrics during periodic closing.
• Perform pre and post closing activities and publish control and monitoring reports.
• Compare new business volumes with client reported data to support accurate financial projections whenever requested.
• Conduct simplified lapse studies to identify early warning indicators and highlight business impacting trends.

About the Team 

The L&H Operations Insights team is part of Life & Health Operations. The team plays a pivotal role in delivering high quality operational insights, maintaining robust financial controls and enabling risk mitigation. With the growing scale and complexity of APAX markets, the team ensures agility, client centricity and proactive performance monitoring across key portfolios.

About You

• 4–6 years of experience in Life & Health Insurance/Reinsurance, preferably with exposure to Financial Planning and Analysis.
• Strong technical understanding of L&H concepts and a solid end-to-end value chain perspective.
• Advanced analytical skills with expertise in Excel, SAS/SQL and Stargate. Experience with Machine Learning/AI or Python is an advantage.
• Excellent communication skills (written and verbal) with the ability to drive outcomes aligned to risk management standards.
• Strong stakeholder management experience across multicultural and cross functional teams in a virtual environment.
• Ability to challenge existing processes, think critically and act with accountability, ownership and commitment.
• Strong business acumen with the ability to understand underlying rationale and support decisions that drive positive outcomes for clients.
• An agile team player who effectively manages workload while demonstrating accountability, responsibility and a strong sense of commitment
• Bachelor’s/master's degree in finance, Accounting, Insurance, or related fields; IFRS 17 knowledge/certifications preferred.
• Proven ability to coach or mentor team members, prior project management, stakeholder engagement or training experience is a plus.

Keywords: 
Reference Code: 136241