Lead Associate Operations

Proactively manage agents direct clients to ensure adherence to credit terms. Receive and allocate payments from agents/direct clients to respective insurance policies. Investigate and resolve queries related to insurer/client accounts by liaising with agents underwriters and internal divisions. Raise and follow up on queries with underwriters/divisions; communicate resolutions to stakeholders. Chase and clear outstanding ledger entries ensuring ledgers are accurate and up to date. Build rapport with key agents clients divisions to foster trust and improve payment turnaround. Maintain detailed records of agent sub-agent and client payment performance. Minimize net overdue balances through timely follow-ups and reconciliations. Proactively chase high-premium aged items and unallocated cash entries to ensure timely clearance. Process invoices and execute payments based on reconciled statements. Approve first and second-level payments within defined authority limits. Communicate effectively with insurers and divisions to resolve queries in line with service standards and process guidelines. Make outbound calls to agents underwriters divisions regarding aged debts and unallocated cash. Manage agent and client accounts to meet key performance indicators including reduction of uncollected brokerage unallocated cash client retentions and overdue balances. Verify bank account details for all first-time payments to ensure accuracy and prevent payment errors Collaborate effectively with team members to achieve collective goals. Prepare internal reports and management information (MI) for process tracking and analysis. Identify and implement process improvement initiatives to enhance operational efficiency. Support month-end and year-end closing activities related to broker accounting. Participate in system upgrades or transitions related to accounting platforms. Work closely with underwriting claims and finance teams to ensure end-to-end process alignment. Train and mentor junior team members on IBA processes systems and best practices. Actively support the Deputy/Assistant manager assisting team members through technical skills. Serve as a backup resource for the Deputy/Assistant manager supporting leadership responsibilities as part of career development. Work with the supervisor for any creation of daily weekly monthly reports Monitor the TAT and SLAs for the team along with the team leader Drive cross functionality within the team Actively participate in team activities and initiatives to encourage a collaborative team approach. Adhere to the WNS & Skills Excellent communication and interpersonal skills. Ability to work independently and manage multiple priorities. Strong analytical and problem-solving abilities. Commitment to accuracy timeliness and confidentiality. Strong comprehension and decision-making based on DPM rules and process knowledge Analytical mindset with ability to resolve queries independently Understanding of upstream/downstream process impacts Clear written and verbal communication in English Skilled in stakeholder engagement and escalation handling Effective in coaching and team collaboration Proficient in MS Excel (pivot tables VLOOKUP formatting) and MS Word Basic insurance knowledge; certifications a plus Accurate documentation of processes DPMs and manuals Ability to generate internal reports and suggest process improvements Commitment to accuracy timeliness and confidentiality. Proven experience in an accounting environment within the financial services or insurance sector Demonstrated ability to operate effectively in client-facing roles ensuring high levels of service and responsiveness

Qualifications :

Bachelors degree in Insurance Accounting Finance or related field (MBA/CA Inter preferred). Minimum 5-7 years of experience in insurance accounting or broker finance operations. Back office Excellent comprehension and business writing skills voice experience would be added an advantage WNS policy on background checks to be followedExperience Proven experience in an accounting environment within the financial services or insurance sector Demonstrated ability to operate effectively in client-facing roles ensuring high levels of service and responsiveness Solid understanding of core insurance principles and industry practices Clear awareness of organizational goals and the ability to align personal responsibilities to support broader business objectives Familiarity with regulatory frameworks and compliance requirements including FCA guidelines data protection laws and anti-money laundering protocols

Remote Work :

No

Employment Type :

Full-time