Transaction Operations Specialist

7 days ago

Madurai, Tamil Nadu, India beBeeProcessAssociate Full time ₹ 15,00,000 - ₹ 28,00,000
Process Associate

We are looking for a highly skilled and experienced professional to join our team as a Process Associate.

This role will require you to utilize your expertise in insurance/reinsurance and underwriting processes to process transactions, communicate with the Onsite Team, and perform various activities to support broking teams.

The successful candidate will be responsible for:

  1. Collaborating with account management to initiate renewals, preparing and submitting marketing proposals to underwriters, processing endorsements and policy checking.
  2. Identifying and retrieving relevant compliance documentation necessary to process new policies and policy renewals, changes, additions, deletions, and cancellations.
  3. Calculating adjustments and premiums on policies and other insurance documents.
  4. Ensuring the accuracy and currency of the repository of record to ensure outputs and client deliverables meet guidelines and policy details.
  5. Communicating directly with underwriters/brokers/account executives to follow up or obtain additional information.
  6. Monitoring and attending to requests via the client service platform that require action in a timely manner.
  7. Helping colleagues troubleshoot and resolve basic issues and performing other related duties as required.
Requirements
  • Graduate with excellent interpersonal, communication, and presentation skills, both verbal and written.
  • Relevant and meaningful years of experience working in US P&C insurance lifecycle - pre-placement, placement, and post-placement activities (such as endorsements processing, policy administration, policy checking, policy issuance, quoting, renewal prep, submissions, surplus lines, licensing, agency admin, inspections, and so on).
  • Demonstrate and cultivate customer focus, collaboration, accountability, initiative, and innovation.
  • Proficient in English language- both written (Email writing) and verbal.
  • A strong attention to detail analytical skills and the ability to multi-task are important.
Preferred Qualifications
  • Relevant years of insurance experience and domain knowledge, especially P&C insurance.
  • Candidate having Broker (US P&C insurance) experience would be an asset.
  • Proficient with Microsoft Office (Word, PowerPoint, Excel, OneNote).
  • A strong attention to detail analytical skills and the ability to multi-task are important.
  • Should be a team player with previous work experience in an office environment required.
  • Client-focused with proven relationship-building skills.
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision.
  • Highly organized with a proven ability to prioritize competing requirements and deadlines under pressure.
Why Join Us

Be a transformation leader - Work at the cutting edge of AI, automation, and digital innovation.

Make an impact - Drive change for global enterprises and solve business challenges that matter.

Accelerate your career - Get hands-on experience, mentorship, and continuous learning opportunities.

Work with the best - Join bold thinkers and problem-solvers who push boundaries every day.

Thrive in a values-driven culture - Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress.

Come join us and take your career in the only direction that matters: Up.

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