Junior Account Servicing Specialist

2 days ago


Allahabad, Uttar Pradesh, India beBeeAccount Full time ₹ 5,00,000 - ₹ 10,00,000

Job Role Overview:

The Placing and Billing team plays a vital part in delivering end-to-end account servicing. We act as the central documentation and billing hub for our brokers, providing them with critical information to service accounts efficiently.

This role relates to creating documents pre- and post-business placement, generating invoices on behalf of the broker, and furnishing the final policy document.

Key Responsibilities
  • Maintain set KPIs and SLA accuracy/quality standards prescribed by the Business Unit.
  • Develop an in-depth understanding of business processes.
  • Accurately update work trackers and time tracking tools in real-time.
  • Complete ad-hoc tasks assigned by Team Leaders.
  • Prioritize adherence to compliance regulations and internal/external guidelines.
  • Participate actively in team meetings and contribute to key initiatives.
  • Provide instant feedback (including breaches/errors) found in processes to Team Managers.
  • Ensure ongoing relationships with stakeholders (internal/external).


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