Responsible for managing the CEO's calendar including scheduling / organizing all types of meetings including client meetings, executive team meetings, board meetings etc This includes finding a time that works for all parties, prepping the CEO for the meeting, minuting the meetings, sending out recaps and next step action items to attendees and following up on the same for completion as per committed timelinesResponsible for monitoring inbox, drafting email correspondence and responding on behalf of the CEO Also responsible for highlighting emails that may require the CEO's immediate action / importanceResponsible for preparing, drafting, proofreading and executing accurate business correspondence (both internal and external) on behalf of the CEO using excellent communication skills An example of an internal communication scenario would be sending out a company-wide update introducing a new initiative An example of an external communication would be responding to or reaching out to a client on behalf of the CEO Tracking timelines and deliverables and ensuring accomplishment of the same involving multiple stakeholders Responsible for helping the CEO in specific proposals / projects by undertaking research where required and presenting the same in the required form Preparing reports / presentations for the CEO Responsible for proofreading documents shared with the CEOs office before submission to the CEO for further action Responsible for planning, booking and coordinating travel arrangements for the CEO and problem solving any issues that may arise Responsible for handling expense management details for the CEO Responsible for event planning including team building, conferences, client events etc Responsible for handling / coordinating any personal requirements for the CEO Candidate Profile Excellent organizational skills and ability to maintain an orderly system so as to be able to multitask yet stick to schedules, not miss deadlines, lose track of important details etc Time management is essential - the ability to multitask, take interruptions in stride, stay focussed and prioritize effectively Excellent verbal and written communication skills are paramount and he / she must know how to speak / write professionally to executives, business partners and clients Impeccable attention to detail to ensure that there no are errors in his / her tasks Proficiency in office productivity suites (MS Office 365 / Google Apps), ability to design and edit presentations and materials Ability to conduct research and present data in a succinct and well-written manner Ability to maintain a high level of integrity and discretion in handling confidential / personal information High degree of professionalism in dealing with diverse groups of people, including Board members, senior executives, staff etc

Manage account reconciliation processes to ensure accuracy and efficiency Identify and resolve discrepancies in revenue cycle transactions Analyze financial data to optimize revenue cycle performance Collaborate with internal teams to achieve business objectives

Timely settlement of assigned claims Effectively coordinating between client / branch office / insurer / surveyor to ensure timely resolution of non-EB claims within Company defined TATs Handling day-to day servicing requirements of claims on a timely basis to ensure complete customer satisfaction Effectively managing the team of Executives who may report to him / her Ensuring that all required MIS reports are updated and submitted on a timely basis Ensuring compliance with IRDA requirements in respect of claims management Maintaining excellent relationships with insurers / surveyors to ensure support for claims settlement Ensuring that all operational requirements / processes are met as per Company defined TAT

CRM Executive / Health Insurance Claims Executive / TPA - Helpdesk / TPA - Executive / TPA - Senior Executive Handling day-to-day servicing requirements of clients in a timely basis to ensure complete customer satisfaction Effectively coordinating between client / insurers for any document collection / handover Effectively coordinating with the TPA for daily service requirements Ensuring that all operational requirements / processes are met as per Company defined TAT Communicating with internal & external stakeholders as needed based on business requirements Accountable for deliverables pertaining to the areas assigned and responsible for results Basic knowledge of insurance / insurance products (EB at the minimum) Good communication skills Good interpersonal skills Proactive attitude for handling customer needs Multi-tasking & prioritizing Attention to detail Time management Willingness to learn Minimum 1 year in handling client relations / Helpdesk Activity in TPA or Insurance Broking Company

Responsible for P&L of the branch Achievement of Branch targets for retention, cross selling and new business Retention of the Companys clients in assigned region Leveraging on the existing clients of the Company for cross selling Identification and conversion of leads for new business generation (corporate business) in assigned region Handling day-to day underwriting and servicing requirements of clients on a timely basis to ensure complete customer satisfaction Effectively managing the team that reports to him Ensuring that all underwriting requirements of clients are met as per Company defined TATs Effectively coordinating between client / centralised claims team to ensure timely resolution of claims Ensuring that all operational requirements / processes are met as per Company defined TATs. Minimum: 5 years with insurance broking firm / insurer . Excellent knowledge of general insurance products to enable effective marketing / servicing of the same Good knowledge of general insurance underwriting / claims management If he has a book of business that can be brought over to the Company, it is a big plus as it will reduce the pressure on new business generation In depth knowledge of the general insurance market in assigned region - corporates and their contacts, renewal dates, databases etc Good relationships with most insurers in assigned region Prior experience with insurance broking firm / insurer Able to deal with / handle the requirements of large corporates Proactive in handling customer needs Multi-tasking & prioritizing Strong interpersonal skills Excellent communication skills Networking & Collaborative Abreast with technology.

Responsible for P&L of the branch Achievement of Branch targets for retention, cross selling and new business Retention of the Companys clients in assigned region Leveraging on the existing clients of the Company for cross selling Identification and conversion of leads for new business generation (corporate business) in assigned region Handling day-to day underwriting and servicing requirements of clients on a timely basis to ensure complete customer satisfaction Effectively managing the team that reports to him Ensuring that all underwriting requirements of clients are met as per Company defined TATs Effectively coordinating between client / centralised claims team to ensure timely resolution of claims Ensuring that all operational requirements / processes are met as per Company defined TATs. Excellent knowledge of general insurance products to enable effective marketing / servicing of the same Good knowledge of general insurance underwriting / claims management If he has a book of business that can be brought over to the Company, it is a big plus as it will reduce the pressure on new business generation In depth knowledge of the general insurance market in assigned region - corporates and their contacts, renewal dates, databases etc Good relationships with most insurers in assigned region Prior experience with insurance broking firm / insurer Able to deal with / handle the requirements of large corporates Proactive in handling customer needs Multi-tasking & prioritizing Strong interpersonal skills Excellent communication skills Networking & Collaborative Abreast with technology.

Handling day-to-day servicing requirements of clients in a timely basis to ensure complete customer satisfaction Effectively coordinating between client / insurers for any document collection / handover Effectively coordinating with the TPA for daily service requirements Ensuring that all operational requirements / processes are met as per Company defined TAT Communicating with internal & external stakeholders as needed based on business requirements Accountable for deliverables pertaining to the areas assigned and responsible for results. Basic knowledge of insurance / insurance products (EB at the minimum) Good communication skills Good interpersonal skills Proactive attitude for handling customer needs Multi-tasking & prioritizing Attention to detail Time management Willingness to learn

The position is expected to take the ownership of generating new business (adding clients) for the assigned region Is expected to be good in anticipating new business opportunities by exploring specific needs of potential clients. Also responsible for conceptualizing new initiatives for increasing the sales Should be able to come with leads for new business and also convert the leads being provided by being the eyes and ears in the market and abreast with developments in the insurance industry Being able to understand the competitors market share and analyze their strengths & weaknesses for business forecasting Ability to have a clear focus on sales targets and revenue achievement Ability to generate leads, consolidate databases, schedule meetings and open doors to enable sale of commercial insurance products Proactive in customer engagement and ability to influence for conversion Ability to deal / handle large corporate clients including managing positive working relationship at various levels Reasonable knowledge of general insurance products will be added advantage People skills are very important - ability to motivate salesforce to perform optimally Experience in devising and implementing processes and standard operating procedures to drive sales Multi-tasking & prioritizing as strong work ethics Strong interpersonal skills Excellent communication skills Networking & Collaborative aligned to result orientation Proficiency in office productivity applications (MS Office, Google Apps etc.,) Exp.- Minimum 3 years in B2B Sales or Commercial Insurance Sales

Responsible for P&L of the branch Achievement of Branch targets for retention, cross selling and new business Retention of the Companys clients in assigned region Leveraging on the existing clients of the Company for cross selling Identification and conversion of leads for new business generation (corporate business) in assigned region Handling day-to day underwriting and servicing requirements of clients on a timely basis to ensure complete customer satisfaction Effectively managing the team that reports to him Ensuring that all underwriting requirements of clients are met as per Company defined TATs Effectively coordinating between client / centralised claims team to ensure timely resolution of claims Ensuring that all operational requirements / processes are met as per Company defined TATs Excellent knowledge of general insurance products to enable effective marketing / servicing of the same Good knowledge of general insurance underwriting / claims management If he has a book of business that can be brought over to the Company, it is a big plus as it will reduce the pressure on new business generation In depth knowledge of the general insurance market in assigned region - corporates and their contacts, renewal dates, databases etc Good relationships with most insurers in assigned region Prior experience with insurance broking firm / insurer Able to deal with / handle the requirements of large corporates Proactive in handling customer needs Multi-tasking & prioritizing Strong interpersonal skills Excellent communication skills Networking & Collaborative Abreast with technology

Develop & execute lead generation strategies Conduct market research to identify target audiences & trends Generate & qualify leads through multiple channels Track & optimize lead generation metrics Reach the prospective leads through Cold call/Email and Fixing / scheduling appointments with prospective customers to meet Stay updated on industry techniques & technologies Familiarity in tools like Linkedin Sales Navigator / Zoominfo / Apollo.io/Email Marketing / Web Scraping tools Good oral and written communication Minimum 1 year experience as a Lead Generation Executive Skills : - Network Marketing, Market Research, B2B Lead Generation, Linkedin Marketing, Cold calling, Online Lead Generation, Email Campaign,

Timely settlement of assigned claims Effectively coordinating between client branch office insurer surveyor to ensure timely resolution of non-EB claims within Company defined TATs Handling day-to day servicing requirements of claims on a timely basis to ensure complete customer satisfaction Effectively managing the team of Executives who may report to him her Ensuring that all required MIS reports are updated and submitted on a timely basis Ensuring compliance with IRDA requirements in respect of claims management Maintaining excellent relationships with insurers surveyors to ensure support for claims settlement Ensuring that all operational requirements processes are met as per Company defined TAT

Responsible for P&L of the branch Achievement of Branch targets for retention, cross selling and new business Retention of the Companys clients in assigned region Leveraging on the existing clients of the Company for cross selling Identification and conversion of leads for new business generation (corporate business) in assigned region Handling day-to day underwriting and servicing requirements of clients on a timely basis to ensure complete customer satisfaction Effectively managing the team that reports to him Ensuring that all underwriting requirements of clients are met as per Company defined TATs Effectively coordinating between client centralised claims team to ensure timely resolution of claims Ensuring that all operational requirements processes are met as per Company defined TATs. Minimum: 5 years with insurance broking firm insurer . Excellent knowledge of general insurance products to enable effective marketing servicing of the same Good knowledge of general insurance underwriting claims management If he has a book of business that can be brought over to the Company, it is a big plus as it will reduce the pressure on new business generation In depth knowledge of the general insurance market in assigned region - corporates and their contacts, renewal dates, databases etc Good relationships with most insurers in assigned region Prior experience with insurance broking firm insurer Able to deal with handle the requirements of large corporates Proactive in handling customer needs Multi-tasking & prioritizing Strong interpersonal skills Excellent communication skills Networking & Collaborative Abreast with technology.

To ensure that all underwriting placement/ client service requirements of clients are met as per Company defined TATs Structuring and sourcing quotes for fire, marine, property, engineering, liability, motor and other miscellaneous insurance policies of clients Ensuring optimal product coverage & premium pricing Negotiating with insurers for best rates terms Vetting policy documents received from insurers in terms of terms, coverage, etc., Timely reconciliation of each account Ensuring timely updation of data details in appropriate tools solutions Effectively coordinating between client insurers for any document collection handover Effectively coordinating with the TPA for daily service requirements Communicating with internal & external stakeholders as needed based on business requirements Accountable for deliverables pertaining to the areas assigned and responsible for results Background in underwriting of non-retail insurance products in essential Knowledge on marine & property underwriting is necessary Basic knowledge of premium pricing and product coverage Good communication skills Multi-tasking & prioritizing Strong interpersonal skills Networking & Collaborative Abreast with technology

Dusting Clean wipe all furniture and fixtures Clean wipe all glass fittings Wash dishes cups Make and serve tea coffee to employees and guests as and when required Housekeeping Kitchen Provisions Repairs & Maintanance - Travel to shop, order based on Front Office Assistants requirement Assist in minimal office tasks required by the office staff Purchase of lunch for HO employees, Internal Auditors when required and other guests Travel for HO office work like delivery of documents (Claims Department, HO, Bank, Auditors etc) When someone is sick takes the employee to hospital When the BO Assistant goes on leave, support work at BO

Responsible for P&L of the branch Achievement of Branch targets for retention, cross selling and new business Retention of the Companys clients in assigned region Leveraging on the existing clients of the Company for cross selling Identification and conversion of leads for new business generation (corporate business) in assigned region Handling day-to day underwriting and servicing requirements of clients on a timely basis to ensure complete customer satisfaction Effectively managing the team that reports to him Ensuring that all underwriting requirements of clients are met as per Company defined TATs Effectively coordinating between client centralised claims team to ensure timely resolution of claims Ensuring that all operational requirements processes are met as per Company defined TATs Excellent knowledge of general insurance products to enable effective marketing servicing of the same Good knowledge of general insurance underwriting claims management If he has a book of business that can be brought over to the Company, it is a big plus as it will reduce the pressure on new business generation In depth knowledge of the general insurance market in assigned region - corporates and their contacts, renewal dates, databases etc Good relationships with most insurers in assigned region Prior experience with insurance broking firm insurer Able to deal with handle the requirements of large corporates Proactive in handling customer needs Multi-tasking & prioritizing Strong interpersonal skills Excellent communication skills Networking & Collaborative Abreast with technology

Record and handle all incoming outgoing physical documents and distribute to respective personnel with documentation in SAIBA and an automatic mail to be sent to all persons. All despatches should be sent centralised from Front Office (whether by hand delivery registered post courier parcel service) and maintain the details of Proof Of Delivery. Attend to all calls and forward to the respective employee. Supervise Maids and HO Office Assistant and ensure housekeeping checklist is followed. Monitor stock of housekeeping materials and refill as and when required. Monitor stock of milk, groceries and water can and buy as and when required Follow up with vendors for bills and collect the same by the 5th of every month. Eg. Office Maintenance Bills, EB wtc. Coordinate with the Finance Team for payment for all administrative expenses.

We are looking for a female candidate for this position. Conduct market research to identify potential clients and new business opportunities within the general insurance sector. Generate leads through various channels, including cold calling, email campaigns, social media, and networking events. Make cold calls to generated leads to introduce our services and assessing their insurance needs, budget, and decision-making processes. Secure appointments with qualified leads for the sales team to meet with clients. Maintain and update a database with accurate lead information. Collaborate with the sales team to ensure a smooth handover of qualified leads. Develop and implement lead generation strategies to meet and exceed targets. Prepare and present regular reports on lead generation activities and results. Stay up-to-date with industry trends, market conditions, and competitor activities. Proven experience in lead generation, preferably within the insurance or financial services industry. Familiarity with social media and lead generation tools. Excellent verbal and written communication skills, including the ability to effectively make cold calls and set appointments. Ability to work independently and as part of a team. Strong organizational and time management skills. Results-oriented with a strong drive to achieve targets. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).