Financial Transactions Coordinator

1 week ago


Udaipur, Rajasthan, India beBeeInsurance Full time ₹ 50,00,000 - ₹ 80,00,000
Insurance Specialist Role Overview

We are seeking a highly skilled Insurance Specialist to join our team. As an Insurance Specialist, you will play a crucial role in handling various activities related to premium processing, suspense, workflow queries, email queries, reports, and payments.

Key Responsibilities:
  • Maintaining and updating project documents, schedules, and trackers.
  • Supporting financial transactions related to payments.
  • Coordinating with different teams to ensure timely updates.
  • Tracking risks, issues, and changes in the project.
  • FOLLOWING UP ON PENDING TASKS AND DEADLINES.
Requirements:
  • Good communication and coordination skills.
  • Basic understanding of project management.
  • Proficiency in MS Excel, PowerPoint, and Word.
  • Attention to detail and good organizational skills.
  • 3-5 years of experience in U.S Insurance preferable life and annuity experience.
Ideal Candidate Profile:

The ideal candidate should have a finance/accounts background and not be an engineer. They should possess excellent analytical and problem-solving skills, with the ability to work effectively in a team environment.

This is an exciting opportunity for individuals who are passionate about delivering exceptional results and contributing to the growth and success of our organization.



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