Senior Executive

Posted On
30 Jul 2025
End Date
13 Sep 2025
Required Experience
2 - 4 Years

Basic Function

To do the transactional level processing in an insurance collections process. To do the reconciliation of the policies/accounts and accordingly make collections efforts via phone or email. To manage the ageing of debts/credits on the portfolio of accounts. It involves dealing with internal & external staff for gathering relevant information. To manage critical accounts by placing outbound calls & responding to all the queries. Strategizing the work & preparing the ageing report for review

Essential Functions

• Candidate should have analytical skills
• F&A (Insurance) collections background is essential
• Past work experience of SAP ERP will be of weightage advantage
• Good working knowledge of Microsoft Excel
• Ensure that the guidelines are followed as per standard procedures
• Coaching & providing effective feedback to the collectors
• Quality monitoring & review of accounts
• Allocation of accounts as per the guidelines
• Ensure timely closure of accounts
• Ensure that the quality of the transactions is in compliance with predefined parameters
• Ensure adherence to Company Policies and Procedures
• Ensure fair methods are used to collect outstanding balance on the account
• Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns
• Achieving key targets for the process in line with the SLA (Service level Agreement)/KSFs (Key Success Factors)
• Prepare reports of the accounts assigned to the team
• Preparing business review templates for performance review

Any other essential function that may occur from time to time as directed by the manager

Primary Interactions @ EXL

• Manager for the purpose of review, feedback, clarification and operations communication
• Senior Processors for the purpose of Pre-process and Process training
• Processors for performance updates
• Business head for overall performance of process and or any other thing related to the process

Primary Interactions @ Zurich

• SME for process updates , performance review, feedback on the team & process