Global Distribution Associate

Job Summary:

We are seeking a proactive and detail-oriented Sales & Underwriting Support Associate to join our team in Pune. This role is designed to provide critical administrative and operational support to our UK and US Sales and Underwriting teams. The ideal candidate will assist with both day-to-day tasks and long-term initiatives, helping to streamline operations, improve efficiency, and enable the sales teams to focus on strategic activities.

What you will do:

• Maintain and update Salesforce contact records and territory assignments.
• Assign new leads and contacts to appropriate states and sales territories.
• Collaborate with partners (e.g., Keystone, ISU, Fortified) to support monthly reporting and commission tracking.
• Support UK renewals by generating quotes and preparing documentation for underwriter review, similar to a Renewal Account Executive (RAE).
• Manage policy binders and subjectivities for the UK market, filling a current gap in Underwriting Assistant (UA) support.
• Format and process bulk uploads on a monthly basis with precision and consistency.
• Conduct TOBA (Terms of Business Agreement) due diligence and facilitate onboarding for new agencies and users onto the platform.
• Participate in the mapping and management of agency locations within internal platforms to support territory planning and performance analysis.

What we need from you:

• Bachelor's degree in Business Administration, Insurance, or a related field.
• 2–4 years of experience in sales support, underwriting operations, or a similar administrative function within the insurance or fintech sector.
• Familiarity with Salesforce or similar CRM systems required.
• Strong Excel and data formatting skills; experience with bulk data uploads is a plus.
• Knowledge of UK and US insurance processes is desirable but not mandatory.

Skills and Competencies:

• Excellent attention to detail and organizational skills.
• Strong communication and collaboration abilities, especially across international teams.
• Ability to work independently, manage multiple tasks, and meet tight deadlines.
• Proactive problem-solving mindset with a willingness to learn.