Position Summary
We are hiring an Associate for the Revenue Booking process , to ensure the quality and effectiveness of business, products, and services within the India business . The post-placement process handles transactions for end-to-end client servicing of accounts per IRDAI guidelines . This role requires a comprehensive understanding of the policy life cycle and the various actions required for Recent Business/Renewals and Mid-Term Adjustments cycle .
Primary Responsibilities
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 per IRDAI regulatory requirements
Ensure that brokerage is calculated correctly
Hold knowledge on quote share placements
Generate unique reference numbers to facilitate renewals
Hold knowledge on GST and various other taxes
Additional Responsibilities
Holds technical expertise in policy types and wordings
Understanding of best practices in business processes and quality assurance
Commitment to maintaining confidentiality and handling sensitive information appropriately
Willingness to continuously learn and develop recent skills to enhance audit effectiveness
Skills and Competencies
Technical proficiency and understanding of insurance service
Excellent written and oral communication skills
Robust interpersonal skills
High degree of ownership and accountability
Solid insurance domain knowledge
Minimum Qualifications
Education
Major : Any Graduate or Post Graduate with any Specialization
Degree : Bachelor's / Master's
Licenses/Certificates
Insurance certification will be an additional advantage
Work Experience
Minimum 1+ year of experience in Quality Analysis in the insurance domain
📌 Client Services Mumbai
🏢 Gallagher Service Center
📍 Mumbai
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