Knowledge Lead Specialist – SSM (Broking - Premium & Placement Experience))

Placement:

Draft / Finalize Proposal & terms

Draft Market Presentation

Request for Quotes

Create Quote Comparison

Create RFQ

Invoicing

Initiate ad hoc requests / review GCOE output

Create / Update Enquiry

Chase Proposal Forms

Prepare Cover Note/EOC

Prep Authorization to Bind / Binding Instructions

Enhanced Policy Chasing

Send Policy Documents to Client

Policy Checking

Maintain Renewal Lists / Trackers

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

Generate closing statements to facilitate the collection of premium

Coordinate closely with cedents and underwriters to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly

Claims:

Identifying and booking claims: Our team identifies valid claims as per the slip, books them in the system and ensures all claim details are accurately documented

Generating closings: We generate closing statements to facilitate the settlement of claims

Coordinate closely with cedents and underwriters to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly

I.Additional Responsibilities

Coordinate closely with cedents and underwriters to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly

Ability to think critically and make sound judgments based on the evidence presented.

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 maintain confidentiality and handling sensitive information appropriately.

Willingness to continuously learn and develop new skills to enhance audit effectiveness.

II.Skills and Competencies

Technical Proficiency and Understanding of Insurance business services

Excellent Written and Oral communication skills

Interpersonal skills

Ownership and Accountability

Insurance domain knowledge

Insurer office visits

Client office visits

III.Minimum Qualifications

Education

Major

Any Graduate or Post Graduate with any Specialization

Degree

Bachelor Master

Licenses/Certificates

Insurance Certification will be the additional advantage

Work Experience

Minimum 8 to 10+ year of experience of Quality Analysis in Insurance domain

Mandatory: Only from Indian Insurance Company or Insurance broking firm.