Client Services - GGB - PA RB

Position Summary

We are hiring an Associate for the Revenue Booking process , to ensure the quality and effectiveness of business, products, and services within the India business . The post-placement process handles 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 and Mid-Term Adjustments cycle .

Primary Responsibilities

• 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 per IRDAI regulatory requirements
• Ensure that brokerage is calculated correctly
• Hold knowledge on quote share placements
• Generate unique reference numbers to facilitate renewals
• Hold knowledge on GST and various other taxes

Additional Responsibilities

Skills and Competencies

Minimum Qualifications

Education

Licenses / Certificates

Work Experience

Skills Required

Quality Analysis, Client Services