Executive - Operations & Retention
A Financial Services Company
2 - 3 yrs
₹2L - ₹3L / yr
Ahmedabad
Skills
Operations
Back office
Insurance
MS-Excel
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Objective:
• To manage complete back-office operations related to insurance broking business.
• SAIBA (Insurance broking software) based transactions management.
• Business renewals and retention
Roles & Responsibilities:
• Entry / booking of new / renewal business.
• Tracking the proposal end to end from booking, issuance, endorsement, and brokerage recovery.
• Recon of broking account statements and raising of invoices with insurance companies and timely collection of commission
• Follow-up with insurance companies for brokerage recovery
• Rapport building with insurance companies.
• Follow-up with internal stakeholders for requirement closure
• Create reports and dashboards and publish to internal and external stakeholders and management on a timely basis.
• Follow-up with IT team for reporting and closure of systems bugs/ issues
• Reconciliation Management
• Data Management
Requirements:
• Graduation / Post Graduation. Insurance related qualification would be added advantage.
• 2 -3 years of relevant experience
• Strong proficiency on MS- Excel. Good working knowledge of MS Office – Word, PowerPoint, and Outlook
• Experience of working in the space of insurance broking operations
• Conversant to SAIBA software or any other insurance broking software
• Good cross functional coordination capabilities with internal stakeholders like Finance, compliance, internal audit etc.
• Excellent skills in Microsoft Excel
• Good communication skills
• Good hold on data and datacentric assignments
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