Senior Operations Analyst Insurance and Finance

Greetings from NAVSAN!

Job Title: Senior Operations Analyst for a HITL Reviewer role AI Data Extraction (Insurance &
Finance)
Job Location : [India / Remote]
Experience : 710 years

Job Summary
We are looking for a detail-oriented and experienced Senior Operations Analyst for a HITL (Human-in-
the-Loop) Reviewer role with a strong background in insurance claims and finance operations.
The role involves reviewing, validating, and correcting AI-extracted data from documents while ensuring high
levels of accuracy, consistency, and compliance. The candidate will also contribute to process
improvements, SOP creation, and root cause analysis to enhance AI model performance and operational
efficiency.
Key Responsibilities
Data Validation & Review



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Validate AI-extracted data from insurance claims, invoices, contracts, and financial documents
Compare system outputs with source documents and identify discrepancies
Correct errors and ensure completeness and accuracy of data
Handle structured and unstructured data across multiple document types
Quality Assurance
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Perform QA checks on AI outputs and annotated datasets
Ensure adherence to data standards and review guidelines
Maintain high consistency in data validation processes
Domain-Specific Validation
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Review insurance and finance-related data such as:
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Claims details, claim amounts, policy data
Premiums, deductibles, billing, and invoice data
Financial figures and document fields
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Ensure compliance with business rules and regulatory standards
Process Documentation & Improvement
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Follow and contribute to Standard Operating Procedures (SOPs)
Document workflows, requirements, and process updates
Conduct root cause analysis (RCA) to identify recurring issues
Suggest improvements to enhance process efficiency and AI accuracy
Collaboration & Escalation
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Escalate complex or ambiguous cases to project leads/SMEs
Provide structured feedback to AI/ML teams on model errors
Support training and mentoring of junior reviewers
Operational Excellence
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Meet defined accuracy, productivity, and turnaround time (TAT) targets
Maintain quality logs, audit trails, and performance metrics
Ensure compliance with data privacy and confidentiality policies
Required Qualifications
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Bachelors degree in Finance, Business, Accounting, or related field
710 years of experience in:

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Insurance claims processing / finance operations
Data validation / QA / document review roles
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Strong attention to detail and analytical skills
Experience in reviewing and validating large volumes of data
Proficiency in MS tools with the ability to analyze details in Excel Sheets
Experience in SOP creation and process improvement initiatives
Strong written and verbal communication skills
Preferred Qualifications
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Experience in AI data annotation / HITL workflows
Familiarity with Intelligent Document Processing (IDP) tools
Key Skills
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Data validation & verification
Quality assurance (QA)
Insurance claims & financial data understanding
Root cause analysis (RCA)
SOP documentation
Attention to detail & accuracy
Critical and Analytical thinking
Time management
Communication & reporting
Performance Metrics (KPIs)
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Data accuracy rate
Error detection rate
Productivity / throughput
Turnaround time (TAT)
Annotation consistency
Compliance with guidelines
Typical Daily Activities
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Review AI-processed insurance and financial documents
Validate extracted data against source information
Correct errors and standardize outputs
Flag and escalate complex cases
Track quality metrics and document errors
Provide feedback to improve AI model performance
Screening Focus for HR
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Experience in insurance or finance domain
Background in data validation / QA / BPO operations
Strong attention to detail and document review skills
Basic Excel proficiency
Ability to work with accuracy and productivity targets