Client Services - GGB - PA RB

Position Summary

We are hiring an Associate for the Revenue Booking process, to ensure the quality and effectiveness of business, products, and services within the India business. The post-placement process handles transactions for end-to-end client servicing of accounts per IRDAI guidelines. This role requires a comprehensive understanding of the policy life cycle and the various actions required for New Business/Renewals and Mid-Term Adjustments cycle.

Primary Responsibilities

• Handle booking inquiries for all potential clients on our system
• Book the business on the system, ensuring all the transactions are accurately recorded and aligned with the clients requirements per IRDAI regulatory requirements
• Ensure that brokerage is calculated correctly
• Hold knowledge on quote share placements
• Generate unique reference numbers to facilitate renewals
• Hold knowledge on GST and various other taxes

Additional Responsibilities

• Holds technical expertise in policy types and wordings
• Understanding of best practices in business processes and quality assurance
• Commitment to maintaining confidentiality and handling sensitive information appropriately
• Willingness to continuously learn and develop new skills to enhance audit effectiveness

Skills and Competencies

• Technical proficiency and understanding of insurance service
• Excellent written and oral communication skills
• Strong interpersonal skills
• High degree of ownership and accountability
• Solid insurance domain knowledge

Minimum Qualifications

Education

• Major: Any Graduate or Post Graduate with any Specialization
• Degree: Bachelor's / Master's

Licenses/Certificates

• Insurance certification will be an additional advantage

Work Experience

• Minimum 1+ year of experience in Quality Analysis in the insurance domain