Lead Specialist Employee benefits

Trigent Software; Gurugram District; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Trigent Software in Gurugram, Haryana, is seeking a Lead Specialist - Employee Benefits to manage and enhance the endorsement process, validate new/renewal and mid-term changes, and perform weekly checks. You will coordinate with Brokers, RMs, Insurers, TPAs and clients, perform audits for IRDAI compliance, prepare renewal MIS reports, and develop dashboards to improve revenue matching.

The role requires strong communication, ownership, confidentiality, and the ability to work with underwriters

Qualifications

• Minimum knowledge of insurance service.
• Strong written and oral communication.
• Ability to work independently and as part of a team.

Responsibilities

• Manage & enhance Endorsement process, validate New/Renewal & mid-term additions/deletions and perform checks on weekly basis.
• Perform regular audits endt booking, resolving discrepancies, establish clear guidance for pendency clearance, always ensure compliance per IRDAI standards.
• Create, verify, and issue active dump, QTR reconciliation, CD statement coordinate with Brokers, RMs, Insurers, TPAs & clients for timely add/del, payments, and maintain organized pendency records.
• Suggest and implement improvements to endorsement booking processes for enhanced efficiency and accuracy.
• Collaborate with internal teams, communicate with clients, work with underwriters, and liaise with regulatory bodies to ensure smooth operations and compliance.
• Assist in preparing renewal MIS reports, analyze gaps in CD replenishment & reconciliation, SLA reports, and support audits with necessary documentation.
• Coordinate closely with brokers to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly.
• Ability to think critically and make sound judgments based on the evidence presented.

Skills

Insurance knowledge

Communication skills

Audit compliance

Attention to detail

Job description

Role & responsibilities

Preferred candidate profile

Payroll Comoany - Trigent Software

Client Company - Gallagher

Lead Specialist -Employee Benefits

Job Description:

• Manage & enhance Endorsement process, validate New/Renewal & mid-term additions/deletions and perform checks on weekly basis
• Perform regular audits endt booking, resolving discrepancies, establish clear guidance for pendency clearance, always ensure compliance per IRDAI standards
• Create, verify, and issue active dump, QTR reconciliation, CD statement coordinate with Brokers, RMs, Insurers, TPAs & clients for timely add/del, payments, and maintain organized pendency records
• Suggest and implement improvements to endorsement booking processes for enhanced efficiency and accuracy
• Collaborate with internal teams, communicate with clients, work with underwriters, and liaise with regulatory bodies to ensure smooth operations and compliance
• Assist in preparing renewal MIS reports, analyze gaps in CD replenishment & reconciliation, SLA reports, and support audits with necessary documentation
• Coordinate closely with brokers to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly
• Ability to think critically and make sound judgments based on the evidence presented

KNOWLEDGE, SKILLS AND ABILITY:

(List the MINIMUM knowledge, skills and ability required to perform the essential functions of the position):

• Technical Proficiency and Understanding of Insurance service
• Excellent Written and Oral communication skills
• Interpersonal skills
• Ownership and Accountability
• Insurance domain knowledge
• Understanding of best practices in business processes and quality assurance
• Ability to work independently and as part of a team to achieve quality and compliance objectives
• Commitment to maintaining confidentiality and handling sensitive information appropriately
• Willingness to continuously learn and develop new skills to enhance audit effectiveness
• Publish dashboards to suggest the improvement in matched and unmatched revenues