Prepare placement slips, generate UMR, calculate premiums, issue debit and credit notes for Cedants and Re-insurers.
Perform sanction checks on booked accounts, verify policies booked after inception, and organize debit notes, credit notes, and tax invoices for future reference.
Suggest and implement improvements to accounting processes for enhanced efficiency and accuracy.
Collaborate with internal teams, communicate with clients and liaise with regulatory bodies to ensure smooth operations and compliance.
V. Additional Responsibilities:
Coordinate closely with cedents and underwriters to ensure smooth processing of all transactions, maintaining transparent communication and addressing issues promptly.
Ability to think critically and make sound judgments based on the evidence presented.
Understanding of best practices in business processes and quality assurance.
Ability to work independently and as part of a team to achieve quality and compliance objectives
Commitment to maintaining confidentiality and handling sensitive information appropriately.
Willingness to continuously learn and develop recent skills to enhance audit effectiveness.
Publish dashboards to suggest the improvement in matched and unmatched revenues.
VI. Skills and Competencies:
Technical Proficiency and Understanding of Insurance service
Excellent Written and Oral communication skills
Interpersonal skills.
Ownership and Accountability Insurance domain knowledge.
Team handling experience of minimum 1 or 2 years is a must.
Licenses/Certificates:
Insurance Certification will be the additional advantage.
Job Location - Vikhroli, Mumbai (5 days WFO).
📌 Lead Re Insurance Operations & Client Servicing Role Mumbai Suburban
🏢 Anlage Infotech
📍 Mumbai Suburban
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