Lead Specialist - Technical Placement

Arthur J. Gallagher & Co. (AJG); India; On-site; INR 1,500,000 - 2,500,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Collaborative culture

Global reach

Job summary

Gallagher in India seeks a Technical Lead for the GGB India vertical to manage employee benefits processes per IRDAI guidelines, lead a team, and drive billed/unbilled revenue reconciliation. You will foster collaboration, continuous improvement, and client focus across PAN India with strong Excel skills as a plus.

The role emphasizes governance, audits, and cross-functional coordination to ensure smooth operations and compliance. This is a high-impact shared services leadership position.

Qualifications

• Graduate in Finance/Accounting or postgraduate with any specialization.
• Minimum 5+ years of experience in Quality Analysis in Insurance domain & reconciliation.
• Insurance certification is a plus.
• Proficient in MS Excel for reporting and analytics.

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 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

MS Excel

Quality Analysis

Data Reconciliation

Critical Thinking

Communication Skills

Education

Graduate in Finance/Accounting

Postgraduate with any Specialization

Job description

Introduction

Welcome to Gallagher in India — where expertise, technology, and purpose come together. Since 2006, Gallagher in India has supported global teams by delivering quality, service, and speed through deep expertise, smart technology, and specialized knowledge services. More than just an operations center, it’s a place where careers grow through collaboration, continuous learning, and purposeful work. We drive efficiency, compliance, and innovation so our teams can focus on serving clients. If you enjoy solving problems and working with purpose, Gallagher is the place where you can grow and feel a sense of belonging.

Overview

Gallagher Center of Excellence is seeking to hire a Technical lead for GGB India vertical. As the GGB India vertical, you will be responsible to manage various processes like employee benefits process for direct clients per IRDAI guidelines. You will lead a team and ensure the smooth and efficient transition & delivery of various shared services functions to internal stakeholders. Your role will involve driving billed and unbilled revenue reconciliation. Additionally, you will be responsible for fostering a culture of collaboration, continuous improvement, and customer focus within the shared services team. You will be interacting with the team who are present in PAN India. Exposure to excel and its formula is a definite plus.

How you'll make an impact

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 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.

About you

Qualifications

• Education
  • Minimum Required Degree: Graduate.
  • Preferred Degree: Graduate in Finance/Accounting or Postgraduate with any Specialization.
• Experience
  • Minimum 5+ years of experience in Quality Analysis in Insurance domain & reconciliation process.
• Certifications
  • Insurance Certification will be an additional advantage.
• Technical Skills
  • Holds Technical Expertise in MS Excel, including basic and advanced formulas for reporting purposes.
• Competencies
  • Critical Thinking: Ability to think critically and make sound judgments based on the evidence presented.
  • Process Understanding: Understanding of best practices in business processes and quality assurance.
  • Teamwork: Ability to work independently and as part of a team to achieve quality and compliance objectives.
  • Continuous Learning: Willingness to continuously learn and develop new skills to enhance audit effectiveness.
• Knowledge, Skills and Ability
  • 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 improvements in matched and unmatched revenues.

Additional Information

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)