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Executive - Operations & Retention
A Financial Services Company
Executive - Operations & Retention
A Financial Services Company's logo

Executive - Operations & Retention

at A Financial Services Company

Agency job
via Merito
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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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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