Insurance Transaction Processor

7 days ago

Lucknow, Uttar Pradesh, India beBeeBroker Full time ₹ 4,00,000 - ₹ 8,00,000

Be a part of our team and contribute to shaping the future of work.

Job Description:

As a Process Associate-Broker Technical Support Specialist, you will be responsible for processing transactions for the Underwriting Support Teams and communicating with the Onsite Team. You will need to utilize your experience in insurance/reinsurance and underwriting processes to identify and retrieve relevant compliance documentation necessary to process new policies and policy renewals, changes, additions, deletions, and cancellations.

  • Perform necessary activities to support broking teams in collaborating with account management to initiate a renewal, preparing and submitting marketing proposals to underwriters, processing endorsements and policy checking along with other requests
  • Identify and retrieve relevant compliance documentation necessary to process new policies and policy renewals, changes, additions, deletions, and cancellations
  • Calculating adjustments and premiums on policies and other insurance documents
  • Ensure repository of record is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail
  • Communicating directly with underwriters/brokers/account executives to follow up or obtain additional information
  • Monitor and attend to requests via client service platform that require action in a timely manner
  • Help colleagues troubleshoot and resolve basic issues and perform other related duties as required
Required Skills and Qualifications:

Minimum Qualifications

  • Graduate with excellent interpersonal, communication, and presentation skills, both verbal and written
  • Relevant 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 Qualification and Experience

  • 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
Benefits:

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 140,000+ 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

Let’s build tomorrow together.

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