Asst. Manager / Dy. Manager (CRM / Administration)

(Hiring for one of our clients)

We are recruiting an Assistant Manager / Deputy Manager (CRM/Admin) on behalf of one of our clients operating in the insurance sector. The role is responsible for supporting and managing operations related to policy servicing, client relationship management, compliance reporting, and day-to-day CRM functions. The position requires close coordination with internal departments including underwriting, reinsurance, finance, and administration.

The role also oversees processes related to employee payments and reimbursements in line with approved recommendations, as well as estate-related administrative matters such as office rental agreements, employee accommodations, and vehicle leasing arrangements.

Key Responsibilities1. Policy Servicing

• Manage all aspects of policy servicing, including Loans, Surrenders, Maturities, Death Claims, and Discounted Maturity cases.
• Prepare, verify, and process policy documents and related financial calculations accurately.
• Communicate with business units regarding claim decisions, pending cases, and required documentation.
• Track and follow up on outstanding policy servicing and claim requirements to ensure timely resolution.
• Maintain and update policy servicing databases and records for audit and compliance purposes.

2. Office Services

• Process office bills, invoices, and operational payments in accordance with company procedures.
• Prepare office notes for invoice approvals and maintain complete supporting documentation for audits.
• Maintain Excel trackers to monitor financial limits and provisions for operational expenses.
• Coordinate with the Accounts Department on payment approvals, reconciliations, and statutory provisions.

3. CRM (Customer Relationship Management)

• Prepare and submit Quarterly Statement of Complaints to the Central Bank of Bahrain (CBB), ensuring timely resolution of customer complaints.
• Handle IOMIS system data exports and ensure accuracy of policy and claim data uploaded to regulatory platforms.
• Support data reporting and coordination between CRM, Operations, and Compliance teams.

4. Building Institutional Memory

• Assist in maintaining the BIMPIM application by uploading relevant records for future reference.
• Archive Admin and CRM documents in an organized and retrievable manner.
• Support documentation of processes to strengthen corporate knowledge and operational consistency.

5. Other Administrative Duties

• Provide administrative support across operational and HR-related activities with proper controls.
• Assist in organizing reports, meetings, and internal communications within the CRM and Operations departments.
• Contribute to process improvements and workflow standardization to enhance efficiency.

Key Skills and Competencies

• Strong communication and interpersonal skills to manage internal and external stakeholders.
• Good understanding of insurance operations, compliance requirements, and customer service standards.
• Excellent organizational, analytical, and problem-solving skills.
• Proficiency in MS Office (Excel, Word, Outlook) and CRM/ERP systems.
• High attention to detail, accuracy, and adherence to regulatory timelines.

Qualifications and Experience

• Education: Bachelor’s or Master’s degree in Business Administration, Finance, Insurance, or a related field.
• FIII from the Insurance Institute of India is preferred.
• Experience: Minimum 5–6 years of relevant experience in CRM, Operations, or Insurance Administration.
• Preferred Background: Experience in insurance policy servicing, regulatory reporting, and compliance management.

Job Type: Full-time