1. Manage & enhance Endorsement process, validate New/Renewal & mid-term additions/deletions and perform checks on weekly basis
2. Perform regular audits endt booking, resolving discrepancies, establish explicit guidance for pendency clearance, always ensure compliance per IRDAI standards
3. Create, verify, and issue active dump, QTR reconciliation, CD statement coordinate with Brokers, RMs, Insurers, TPAs & clients for timely add/del, payments, and maintain organized pendency records
4. Suggest and implement improvements to endorsement booking processes for enhanced efficiency and accuracy
5. Collaborate with internal teams, communicate with clients, work with underwriters, and liaise with regulatory bodies to ensure smooth operations and compliance
6. Assist in preparing renewal MIS reports, analyze gaps in CD replenishment & reconciliation, SLA reports, and support audits with necessary documentation
7. Coordinate closely with brokers to ensure smooth processing of all transactions,



maintaining clear communication and addressing issues promptly
8. Ability to think critically and make sound judgments based on the evidence presented

KNOWLEDGE, SKILLS AND ABILITY:

(List the MINIMUM knowledge, skills and ability required to perform the essential functions of the position):

Technical Proficiency and Understanding of Insurance service

Excellent Written and Oral communication skills

Interpersonal skills

Ownership and Accountability

Insurance domain knowledge

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 new skills to enhance audit effectiveness

Publish dashboards to suggest the improvement in matched and unmatched revenues

📌 Lead specialist - Employee Benefits (Gurugram)
🏢 TRIGENT SOFTWARE PRIVATE
📍 Gurugram