Client Services-RB(Revenue Billing)
Client Services-RB(Revenue Billing)
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Job Description
Job Title: Associate – Client Services
Department: GGB India
Division: Operations
Reporting To: Team Manager – Client Services
Location: Mumbai
About Gallagher
Gallagher is a global leader in insurance brokerage risk management and HR & benefits consulting with a presence in over 130 countries and 52000 employees.
The Gallagher Center of Excellence (GCoE) supports teams worldwide by offering back-office and knowledge-intensive services that ensure top-tier quality compliance and speed to market. With over 11000 employees across Bengaluru Pune Mumbai Kolhapur and Shimoga GCoE enables professionals to grow and thrive in a dynamic global environment.
Position Summary
We are looking for an Associate to join the Revenue Booking team within our India business. This role involves managing post-placement process transactions across the policy life cycle—New Business Renewals and Mid-Term Adjustments—aligned with IRDAI guidelines. You will be responsible for maintaining data accuracy regulatory compliance and ensuring seamless client servicing.
Primary Responsibilities
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Manage and process booking inquiries for potential clients
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Accurately book transactions in the system per IRDAI regulations
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Ensure accurate brokerage calculations
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Handle quote share placements
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Generate unique reference numbers for renewals
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Maintain knowledge of applicable taxes including GST
Additional Responsibilities
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Possess deep technical expertise in insurance policy types and wordings
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Ensure adherence to business process best practices
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Maintain confidentiality of sensitive data
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Demonstrate willingness to continuously upgrade skills and domain knowledge
Required Skills & Competencies
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Strong technical understanding of insurance services
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Excellent verbal and written communication
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Effective interpersonal and team collaboration skills
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Strong sense of ownership and accountability
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Solid domain knowledge of insurance
Qualifications
Education:
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Any Graduate or Postgraduate (any specialization)
Certifications (Preferred):
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Insurance Certifications (e.g. Licentiate or equivalent)
Work Experience:
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Minimum 1 year in the insurance domain with exposure to quality analysis or servicing functions
Position Hierarchy: Process Associate
Work Model: Hybrid (based in Mumbai)
Skills
Industry Knowledge, Technical Proficiency, Written And Oral Communication Skill, Quality Assurance, Visio, Accountability, Interpersonal Skill, Customer Service, Compliance, Oral Communication Skill, Excel, Communication Skill, Hiring, Interpersonal Skills
Employment Type
Full Time
