Act as the primary point of contact for the branch, providing comprehensive support. Responsible for end to end support of the policy lifecycle services. Participate in renewal review meetings alongside Producer, CSM and sales team. Support a team of 5-7 Client Service Managers at the branch. Take proactive measures to initiate pre and post-renewal activities promptly. Monitor and follow up on triggered activities, ensuring their accuracy and timely completion. Handle queries effectively, aiming to minimize re-work at service center. Collaborates with branch to identify time consuming activities that can be offshored to service center. Foster and maintain a positive relationship with branch staff to enhance the overall customer experience.
Responsibilities
- Act as the primary point of contact for the branch, providing comprehensive support
- Responsible for end to end support of the policy lifecycle services
- Participate in renewal review meetings alongside Producer, CSM and sales team
- Support a team of 5-7 Client Service Managers at the branch
- Take proactive measures to initiate pre and post-renewal activities promptly
- Monitor and follow up on triggered activities, ensuring their accuracy and timely completion
- Handle queries effectively,
aiming to minimize re-work at service center
- Collaborates with branch to identify time consuming activities that can be offshored to service center
- Foster and maintain a positive relationship with branch staff to enhance the overall customer experience
Qualifications
Education and Experience
- Minimum Required Degree: Bachelor's degree
- Preferred Degree: Bachelor's degree
- Certificate(s)/Special Training: Property and Casualty Insurance Certification
- Experience: 3-5 years of experience in an Insurance domain/BFSI
- Transition/onboarding of service
- Onshore travel experience
- Insurance certifications
Knowledge, Skills and Ability
- Excellent Written and Oral communication skills
- Very valuable Interpersonal skills
- Proactive Ownership and Accountability
- Logical thinking and decision making
- Flexible to work in Night Shift (US Coverage) 8pm IST to 5am IST
- Property and Casualty Insurance Certification
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