Description

- Have basic insurance and accounting knowledge and working knowledge of Agency Billing and Direct Bill as part of agency billing landscape
- Understanding of Direct Billing & Agency Billing, Bill Date, Due Date, Fee Waives, Earned Premium and Cancellation & Reinstatement
- Understanding of Aging, past due & Delinquency reporting
- Assign work to the team members daily
- Review daily transactions & monitor completion of work
- Team management and Transaction Monitoring
- Improve efficiency
- Error analysis, volume trend analysis and mailbox management
- Client interaction, if required at supervisory level
- Ensure compliance with internal policies and procedures, external regulations and information security standards
- Management reporting and oversight
- Leading a team of executives for checking, verifying, and validating data to ensure all details are correctly mentioned
- Driving Quality initiatives in the process to attain measurable positive results
- Create reports on a daily, weekly & monthly basis for performance review with the onshore team
- Conduct quality audits from a sample of transactions
- Onboard any recent team member & complete training
- Understanding of Aging, past due & Delinquency reporting




- Hold regular feedback & coaching sessions with the team
- Communicate with the internal teams within the client area for any further information required for completing transactions
- Capture metrics in the process & analyze trends to take proactive measures
- Have business reviews with the clients & internal management
- Ensure the quality of the transactions is in compliance with predefined parameters
- Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns

Responsibilities

- Understanding of Insurance Finance and Accounting
- Working knowledge of Agency Billing and Direct Bill as part of agency billing landscape
- Ability to match/ reconcile 2 datasets
- Ability to identify inefficient/ineffective processes and develop recommendations to enhance controls and efficiency.
- Providing coaching and feedback to team members to enable them to improve their performance
- Handling Escalation and client queries
- Provide inputs on process and system to the team
- Excellent Communication Skills

Qualifications

Bachelor Degree

📌 Lead Assistant Manager (Noida)
🏢 EXL
📍 Noida