Senior Executive

4 weeks ago

Bengaluru Karnataka India, Karnataka Prudent Insurance Brokers Pvt Ltd. Full time

Job Summary: 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.

Roles & 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.

Desired profile/who should join:

• Bachelor’s degree particularly from any background, General Insurance certifications will be an added advantage.

• 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 “SAIBA”.

• 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.

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