Designation Assistant Manager - Insurer Engagement & Distribution Operations

Grade- Assistant Manager

Department - Retail (POS)

Experience - 4-7 years

Qualification - Minimum Graduation

Reporting - Deputy Manager / Manager / Sr. Manager

Key  Stakeholders POS Sales Team, Other Cross Functional Team , POS & Insurer

Jobs Location :- Andheri (E), Near JB Nagar metro station)

Salary Budget – 6 lacs

Assistant Manager - Insurer Engagement & Distribution Operations

Scope of Role

• Policy reconciliation & Upload on daily basis in CRM and ensure the same updated in POS account.

• Maintaining the Accuracy, Quality of policy upload in CRM (Defined TAT to be adhered).

• Regular publishing the MIS of upload and highlighting the concerns found while uploading for process improvement.

• Monthly, Quarterly, Yearly Reporting as per defined format from Finance/Respective Owner.

•Ensuring day to day activity is completed, for smooth functioning of workflow and maximum work effectiveness. This may require

 flexible working hours as per business need.

Vacancies for back office work from home | Male/Female | Fresher/Experience 

• Daily, Weekly, MTD, YTD, CTD Business Reporting to defined Internal Group.

• Internal/External Contest/Incentive Data recon and preparation of MIS to share with Finance/IE Support Team for their working and further releasing the payout.

• On Transactional working, regular feedback to be shared with concern team for process improvement (like system enhancement, process change or any other request which enhance the productivity and reduce working hours).

• Closely working with Tech Team for any CR closure and doing the UAT of same as per given suggestion.

• Provide recommendations to update current MIS to improve reporting efficiency and consistency.

• Understand management requirements and accordingly generate the MIS which helps management to take decision about the particular process.

• Work Closely with Internal Customers and fulfill their logical needs.

• Customizing the Report in CRM and accordingly give the requirement to CRM Tech Team for releasing the same on the set time with pre-defined group on regular basis to avoid any manual working/interventions.

• Reconciliation of Receivables  & Payables Sales team incentive calculations

• Co-ordination with insurers, Good COMM's skills. 

Knowledge & Skills Required

Candidate should have worked in a fast paced Environment. General Insurance / Broking Domain (POS) Distribution Operations experience is a must

 Good Insurance knowledge.
 Strong follow up skill.
 Good Customer relationship skills
 Excellent communication skills
 Strong domain knowledge
 Excellent proven track record, 
 Strong Team player and should be effective collaborator 
  Following timelines and completing assignments as per target dates established High Accuracy

04 - 07 years of experience 

2-      Insurance Engagement

No of Position – 1     Mansi -9869979735