Process Associate
2 days ago
Job Title:
Sr. Process Associate
Department:
Operations
Location:
Vikhroli, Mumbai
About The Role
We are hiring a
Sr. Process Associate
for the
Revenue Booking
process within the Insurance domain. The role is focused on ensuring accuracy, quality, and compliance in the end-to-end client servicing process, including post-placement transactions as per
IRDAI
guidelines. The candidate will be responsible for maintaining process excellence and supporting smooth coordination with internal and external stakeholders.
Key Responsibilities
- Handle booking inquiries for all potential clients on the system.
- Book business transactions accurately and in compliance with client and regulatory requirements.
- Ensure correct brokerage calculation and record keeping.
- Maintain knowledge of quote share placements, GST, and other applicable taxes.
- Generate unique reference numbers to facilitate renewals.
- Coordinate closely with cedents and underwriters for smooth transaction processing and issue resolution.
Additional Responsibilities
- Apply critical thinking and sound judgment in all operational activities.
- Follow best practices in business processes and quality assurance.
- Maintain confidentiality of sensitive information.
- Work both independently and collaboratively to meet quality and compliance standards.
- Continuously learn and upskill to enhance process effectiveness.
Skills & Competencies
- Strong technical understanding of insurance operations and processes.
- Excellent written and verbal communication skills.
- Good interpersonal and coordination skills.
- High level of ownership and accountability.
- In-depth insurance domain knowledge.
Qualifications
Education:
- Graduate or Postgraduate in any specialization
Certifications
- Insurance certification preferred (advantageous but not mandatory)
Experience
- Minimum 2–3 years of experience in Quality Analysis or Insurance Operations within the Insurance domain
Compensation
CTC:
Up to
8 LPA
Skills: communication,revenue booking,revenue,insurance
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