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 :

I.         Additional Responsibilities

II.       Skills and Competencies

III.     Minimum Qualifications

Education

Major

Any Graduate or Post Graduate with any Specialization

Degree

Bachelor Master

Licenses / Certificates

Work Experience

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

Education

Bachelor of Commerce (B.Com), Bachelor Of Computer Application (B.C.A), Bachelor of Science (B.Sc), Bachelor of Business Administration (B.B.A), Bachelor of Arts (B.A)

Skills Required

premium sales , Placement Officer, Insurance Process, Broking Firm