Client Services - GGB - PA RB

Position Summary

Revenue Booking process

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 new skills to enhance audit effectiveness

Skills and Competencies

• Technical proficiency and understanding of

  insurance service

• Excellent

  written and oral communication skills

• Strong

  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