Client Services -DIFC

r3 Consultant; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

A leading insurance brokerage firm seeks an Analyst to support the Dubai Placement process. You will manage post-placement activities including policy document preparation and compliance verification. The ideal candidate should have a strong understanding of the insurance policy lifecycle and effective communication skills. A Bachelor’s or Master’s degree in Finance or Accounting is required, along with a minimum of 1 year of experience in relevant fields. This position is located in Mumbai and offers an inclusive workplace culture.

Qualifications

• Minimum 1+ year of experience in insurance quality analysis and reconciliation processes.
• Insurance Certifications e.g., Licentiate, Associate, or equivalent are preferred.

Responsibilities

• Prepare placement slips, generate UMRs, and issue debit/credit notes for Cedants and Re-insurers.
• Perform post-inception policy checks and conduct sanction screenings.
• Organize key documentation including debit notes, credit notes, and tax invoices.
• Collaborate with internal teams, clients, and regulators to ensure accurate and compliant service.
• Suggest and implement improvements for accounting efficiency.

Skills

Technical knowledge of insurance processes and services

Strong written and verbal communication skills

Effective interpersonal and team collaboration skills

High ownership and accountability in assigned responsibilities

Sound understanding of accounting/reconciliation in the insurance domain

Education

Bachelor’s or Master’s Degree in Finance or Accounting

Job description

About Gallagher

Gallagher is one of the world’s leading insurance brokerage, risk management, and HR & benefits consulting firms, employing over 52,000 professionals across more than 130 countries.

Gallagher is committed to creating a diverse and inclusive workplace, where every employee has the opportunity to thrive and grow.

The Gallagher Center of Excellence (GCoE) supports global operations 24/7, delivering a broad range of services including back‑office support and knowledge-intensive business processes. With a workforce of 11,000+ employees across Bengaluru, Pune, Mumbai, Kolhapur, and Shimoga, GCoE empowers employees to grow professionally and contribute to Gallagher’s reputation for quality, compliance, and customer service.

Job Title: Analyst –

Department: GGB India

Division: Operations

Reporting To: Sr. Team Manager / SDM

Location: Mumbai

Position Level: Lead Specialist

Position Summary

We are seeking an Analyst to support the Dubai Placement process within the India Operations. This role involves managing and executing post‑placement activities like policy document preparation, compliance verification, claims process handling, and maintaining filing systems. The ideal candidate should have a solid understanding of the insurance policy lifecycle—covering New Business, Renewals, Mid‑Term Adjustments—and must be adept at identifying and resolving discrepancies.

Primary Responsibilities

• Prepare placement slips, generate UMRs, and issue debit/credit notes for Cedants and Re‑insurers
• Perform post‑inception policy checks and conduct sanction screenings
• Organize key documentation including debit notes, credit notes, and tax invoices
• Collaborate with internal teams, clients, and regulators to ensure accurate and compliant service
• Suggest and implement improvements for accounting efficiency

Additional Responsibilities

• Publish dashboards to highlight matched/unmatched revenue and suggest improvements
• Ensure adherence to quality and compliance best practices
• Maintain confidentiality of sensitive information
• Exhibit a continuous learning mindset to enhance process effectiveness
• Contribute to a collaborative, high‑performing team culture

Skills And Competencies

• Technical knowledge of insurance processes and services
• Strong written and verbal communication skills
• Effective interpersonal and team collaboration skills
• High ownership and accountability in assigned responsibilities
• Sound understanding of accounting/reconciliation in the insurance domain

Qualifications

Education

• Bachelor’s or Master’s Degree (preferably in Finance or Accounting)

Certifications (Preferred)

• Insurance Certifications (e.g., Licentiate, Associate, or equivalent)

Experience

• Minimum 1+ year of experience in insurance quality analysis and reconciliation processes