Job Description
Role : Data Management โ Employee Benefits
Department : Employee Benefits Practices
About Us :
Prudent is a Composite Insurance Broker regulated by the Insurance Regulatory and Development Authority of India (IRDAI) and headquartered in Mumbai, India. Prudent is one of the leading insurance brokers in the country. We specialize in building long-term relationships and instilling confidence in our partners. As a partner-focused organization, we are committed to delivering best-in-class insurance solutions and services tailored to meet the diverse needs of our clients.
Recognized as :
- Great Place to Work โ 2024 and 2025 - This achievement reflects our unwavering commitment to a workplace where innovation, collaboration, and success go hand in hand; thanks to each Prudent family member for being the driving force behind our success.
- One of ๐๐ป๐ฑ๐ถ๐ฎโ๐ ๐ง๐ผ๐ฝ ๐ญ๐ฌ๐ฌ ๐๐ฒ๐๐ ๐ช๐ผ๐ฟ๐ธ๐ฝ๐น๐ฎ๐ฐ๐ฒ๐ ๐ณ๐ผ๐ฟ ๐ช๐ผ๐บ๐ฒ๐ป ๐ฎ๐ฌ๐ฎ๐ฑ! This honor reflects our unwavering commitment to fostering a culture where every woman can thrive and shine, and every voice is heard. Together, weโre building a future of ๐ด๐ฟ๐ผ๐๐๐ต, ๐ฒ๐พ๐๐ฎ๐น๐ถ๐๐, and ๐๐๐ฐ๐ฐ๐ฒ๐๐ for all team members!!
Job Title : Senior Executive โ Employee Benefits โ Data Management
Reporting to : Assistant Vice President
Job Summary / About the role :
This position is responsible for managing data management function, data reconciliation, data analysis, periodical reports preparation and presentation. To maintain good relations with the corporate, clients, TPA and insurance companies for the smooth functioning of Endorsements / policies.
Required Qualifications :
Must have Bachelor's Degree / Masterโs Degree.
Required Experience and Skills :
Should have minimum of 2-3 years of experience in General Insurance industry (Insurance Company / Brokers / TPA).Should have minimum of 2-3years of experience in handling data management portal preferably โSAIBAโ.Should have strong communication skills both verbal and written.Should be strong in MS-Office.Should be a good team player.Demonstrates good judgment in selecting methods and techniques for obtaining solutions.Should possess strong Communication skills and must have good negotiation skills.Key Responsibilities :
To ensure data management (collection, collation, reconciliation and uploading) of all clients and policies in the portal on time with 100% accuracy.Responsible for gathering, collating, storage, preparing required reports as per requirement for business.Developing reports as per business requirements.To maintain TAT of Addition, Deletion, corrections in endorsement.To conduct quantitative / qualitative data analysis on large data using different Excel tools.Intimation of Monthly data of client to insurer post QC and calculation.Follow up with insurer for closure of endorsements within TAT period.To Construct forecasts, Predictions and recommendations based on the Existing Policy Terms.To prepare and present reports monthly, quarterly, and as requested with issues, observations or outcomes specified.