Lead Specialist SSM

Experience

• Placement and claims experience.

• Insurance

  domain experience is mandatory.

Position Summary

We are hiring an Lead Specialist - SSM to Direct process for ensuring the quality and effectiveness of

business, products, and services within India business. The reinsurance placement & claims tasks process

transactions for end to end client servicing of accounts per IRDAI guidelines. This role requires a

comprehensive understanding of the policy life cycle and the various actions required for New

Business/Renewals, Mid-Term Adjustments, claims cycle and its collection.

Primary Responsibilities:

• Draft / Finalize Proposal & terms
• Draft Market Presentation
• Request for Quotes
• Create Quote Comparison
• Create RFQ
• Invoicing
• Initiate ad hoc requests / review 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
• 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.

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

Education :

• Major Any Graduate or Post Graduate with any Specialization
• Degree Bachelor Master

Licenses/Certificates

• Insurance Certification will be the additional advantage