Executive - Operations & Retention - Ahmedabad, India - Merito

Merito

Verified Company

Ahmedabad, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

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 backoffice 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
Followup with insurance companies for brokerage recovery
Rapport building with insurance companies.
Followup with internal stakeholders for requirement closure
Create reports and dashboards and publish to internal and external stakeholders and management on a timely basis.
Followup 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

Salary:
₹180, ₹300,000.00 per year

Schedule:

Day shift

Supplemental pay types:

Yearly bonus

Application Question(s):

Do you have 2+ years of experience in backoffice operations related to Insurance broking business?
Do you have experience in SAIBA software or any other Insurance broking software? Name them.
Are you proficient in MS-Excel?
What is your current CTC/ expected CTC/ Notice period?

Speak with the employer
Application Deadline: 31/03/2023