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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

Task:

• Make documentations with formatting and in proper detailing
• Basic knowledge on Excel working with formula handling & reporting.
• Need to do multitasking, able to deliver tasks on time with expected quality
• Candidate should have thinking out of the box which supports the department to deliver good results in the pre-defined processes.
• Needs to be quick learner and able to come up with own thoughts on the tasks explained/shared to deliver good results
• Work closely with German team for operative processes/execution/deliverables.
• Flexible to adopt the changes in terms of processes/task handling.
• Knowledge on order fulfillment processes, managing support content on the website, inputs on support handling processes are added advantage.

We wish:

• At least bachelor in any stream or equivalent experience
• At least 1 year of experience in MS-Excel or similar office tools – is preferred
• Knowledge on VB script, macros is preferred
• Documentation skills
• Good Communication skills, at least speaking in English is required
• Good analytical skills
• Eager to know/experiment new technology and tools
• Web Browsing , ability to search quick results from web
• Experience on process documentation & presentation is preferred
• Ability to work independently with little or no daily supervision
• Out of box thinking and quick learner with willingness to learn new things

We Offer:

• Freedom to realise your own ideas & individual career & development opportunity.
• A motivating work environment, flat hierarchical structure, numerous company events which cannot be forgotten and fun at work place with flexibilities.
• Professional challenges and career development opportunities.

• Job Title:- Marketing & Back Officer
• Experience: 1yr to 2yr (Only Female)
• Edu. - Graduate in Mechanical or chemical or electrical,
• Location: Nikol, Ahmedabad

• Excellent verbal and written communications skills.
• Insides Sales.
• Lead generate.
• Proven inside sales experience.
• Track record of over-achieving quota.
• Strong phone presence and experience dialing dozens of calls per day.
• Proficient with corporate productivity and web presentation tool Strong listening and presentation skills.
• Ability to multi-task, prioritize, and manage time effectively.