Job Title- Placement and Billing

Job Location: Thane

Experience: 0 to 2 Years

Shift Timing: 6:30AM to 3.30PM & 1:30PM to 10:30PM

Job Summary:

P&B team plays an integral part in the end to end servicing of an account. We act as the documentation and billing team for our brokers, enabling them with information to service an account in a timely manner. Placing and Billing relates to - creation of documents before and after placing the business, generating invoices on behalf of the broker and providing the final policy document.

Principal Duties/Responsibilities

KPI Management

• Deliver as per the KPI's defined for the role. To always maintain set SLA Accuracy/quality, TAT standards prescribed by the Business Unit. Manage work load/ volumes and delivery expectations as per business requirement
• Develop a sound understanding of the business process.
• Update work tracker and time tracking tools accurately and on real time basis
• Complete ad-hoc tasks as directed by Team Leader.
• Ensure adherence to compliance and operate within the guidelines of internal and external regulators. Ensure that all statutory and company procedures are followed while processing work to protect clients, colleagues and the business interests of the company.

Operations Management/Operational Effectiveness

• Participate and contribute in team huddles.
• Proactively support key initiatives that have been delivered to implement change.
• To ensure any feedback (including breach/errors) found in the process is informed to the team Manager instantly.

Relationship management

• Ensure ongoing, effective relationships with stakeholders (Internal/external)

Qualifications:

Minimum bachelor's degree required. Preferred Commerce or Insurance background