Responsibilities

- Conduct detailed audits of pre-bind checklist client files to ensure compliance with regulatory requirements, internal policies, and industry standards.
- Verify the accuracy, completeness, and consistency of documentation, including client documentation, policies, endorsements, and correspondence.
- Identify and document discrepancies, errors, or non-compliance issues, and recommend corrective actions.
- Perform regular quality checks on pre-bind checklists prepared by the brokers to ensure adherence to best practices and company standards.
- Collaborate with teams to identify root causes of quality issues and drive process improvements.
- Prepare QA reports, highlighting findings, trends, and actionable recommendations.
- Present insights to stakeholders and leadership to support informed decision-making.
- Collaborating with on-shore operations teams, account executives, brokers, and other stakeholders to address audit and QA findings.
- Provide training and guidance to teams on checklist creation, quality standards, and best practices for records keeping.

Key Skills and Competencies

- Strong attention to detail and analytical skills.
- Proficient in using audit and QA tools,



as well as Microsoft Office Suite.
- Strong written and verbal communication skills.
- Ability to work independently and collaboratively in a rapid-paced environment.
- Knowledge of insurance brokerage operations Specialty insurance.
- Problem-solving mindset with a focus on process improvement and innovation.

Qualifications

- High School diploma/equivalent plus 1 year directly applicable experience.
- Proficiency in Microsoft Office and basic math skills.
- Must have producer s license. Appropriate licensing as required.
- Preferred: Associates degree, professional certification, or equivalent training and experience preferred.
- Previous experience managing client relationships.

Behaviors

- Exceptional organizational skills
- Proficient in using technology as a tool to maximize productivity and quality.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sr Analyst - Operations Management (Pune)
🏢 Artex Risk Solutions
📍 Pune