Position Summary: This role requires a comprehensive understanding of the policy life cycle and the various actions required for New Business/Renewals, Mid-Term Adjustments, claims cycle and its collection. The reinsurance placement & claims tasks process transactions for end to end client servicing of accounts per IRDAI guidelines.

Roles and Responsibilities:

Placement:
- Draft / Finalize Proposal & terms
- Draft Market Presentation
- Request for Quotes
- Create Quote Comparison
- Create RFQ
- Invoicing
- Initiate ad hoc requests / review GCOE output
- Create / Update Enquiry
- Chase Proposal Forms
- Prepare Cover Note/EOC
- Prep Authorization to Bind / Binding Instructions
- Enhanced Policy Chasing
- Send Policy Documents to Client
- Policy Checking
- Maintain Renewal Lists / Trackers




- 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
- Generate closing statements to facilitate the collection of premium

Claims:
- Identifying and booking claims: Our team identifies valid claims as per the slip, books them in the system and ensures all claim details are accurately documented
- Generating closings: We generate closing statements to facilitate the settlement of claims
- Coordinate closely with cedents and underwriters to ensure smooth processing of all transactions, maintaining explicit communication and addressing issues promptly

📌 Client Service Specialist (Uttarakhand)
🏢 Skywings Advisors
📍 Uttarakhand