Transaction Coordinator

6 days ago


Lucknow, Uttar Pradesh, India beBeeProcessAssociate Full time ₹ 6,72,000 - ₹ 10,12,000

We are seeking a skilled Process Associate to support our Underwriting Support Teams in their efforts to process transactions and communicate with the Onsite Team.

About This Role

This is an excellent opportunity for a detail-oriented individual with strong analytical skills to join our team and contribute to our success.

As a Process Associate, you will play a key role in supporting the Underwriting Support Teams by processing transactions, communicating with the Onsite Team, and identifying and retrieving relevant compliance documentation. You will also be responsible for calculating adjustments and premiums on policies and insurance documents, maintaining accurate records, and communicating directly with underwriters, brokers, and account executives.

Key Responsibilities
  • Process transactions and communicate with the Onsite Team to ensure seamless execution of tasks.
  • Identify and retrieve relevant compliance documentation to support policy renewals, changes, additions, deletions, and cancellations.
  • Calculate adjustments and premiums on policies and insurance documents with precision and accuracy.
  • Maintain accurate and current records to ensure outputs and client deliverables meet guidelines and policy detail.
  • Communicate effectively with underwriters, brokers, and account executives to obtain information and provide updates.
Requirements
  • Graduate with strong interpersonal, communication, and presentation skills.
  • Relevant years of experience in US P&C insurance lifecycle, including pre-placement, placement, and post-placement activities.
  • Demonstrate customer focus, collaboration, accountability, initiative, and innovation in your work.
  • Proficient in English language, both written and verbal, with a strong attention to detail and analytical skills.
Preferred Qualifications
  • Relevant years of insurance experience and domain knowledge, especially in P&C insurance.
  • Candidate having Broker (US P&C insurance) experience is an asset.
  • Proficient with Microsoft Office (Word, PowerPoint, Excel, OneNote).
  • A team player with previous work experience in an office environment required.
  • Client-focused with proven relationship-building skills.
About Us

We are an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Our deep business knowledge, operational excellence, and cutting-edge solutions help companies across industries get ahead and stay ahead. We are powered by curiosity, courage, and innovation, and we're committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.



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