Senior Solutions Specialist - Insurance broking

Job Description :

Lead Specialist – SSM :

• Placement and premium experience.
• Insurance domain experience is mandatory.
• Minimum 7+ years of experience
• Indian market experience
• Insurance broking experience

Role & Responsibilities-

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