Insurance Placement Specialist
6 days ago
We are seeking a talented individual to join our team at M Marsh in Mumbai. This role will be based in the office for at least three days a week.
Job DescriptionWe are seeking a specialist who will provide essential support to Client Executives and Brokers, facilitating the placement of policies and delivering exceptional client service within the Placement value stream.
- Ensure compliance with internal targets related to error reduction, quality checking, and processing.
- Develop and maintain productive relationships with CE/Broker and Policy Servicing teams.
- Ensure all documentation complies with Marsh Procedures, Marsh Compliance Standards, and regulatory guidelines.
- Assist Client Executives and Brokers in managing placements within the Marsh systems.
- File necessary documentation in the Marsh systems and support internal and external teams with updates.
- Prepare Slips/Quotes, Contracts, Endorsements document templates, adapting them based on client information and input from Broking teams.
- Review renewal reports, identifying unnecessary risks and ensuring all documents are accurate and ready for renewal.
- Monitor and manage workflow, coordinating the flow of business into Placement Teams.
- Manage own queue of work to ensure timely delivery on all cases as per SLA.
- Understand process steps and guidance and processes case as per process guidelines and checklist.
- Escalate delays and queries appropriately after due investigation.
- Identify gaps and anomalies in information provided to ensure process completeness before submission for client delivery.
- Ensure quality of data provided by taking end–to-end responsibility of process delivery.
- Ensure adherence to policies & procedures as per organization's standards and laid out SOPs.
- Highlight operational risks on time and escalate the same to proper authorities for corrective action.
- Adhere to data and information security guidelines ensuring zero DLP.
- Aware of and adhere to regional regulations on data management, financial crime, GDPR etc.
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