{bc}
oracle

Assistant Manager

EXL
Noida, IND
Manager · 6–9 years experience
Discovered 1 weeks ago
Free

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Responsibilities

  • Key Responsibilities
  • Review and reconcile inbound and outbound broker statements to ensure accuracy of outstanding balances and overdue debt positions.
  • Monitor aged debt portfolios and proactively drive collection activities through structured follow-up processes.
  • Investigate policy-level discrepancies by reviewing policy documents, premium records, payment schedules, and related supporting documentation.
  • Analyze and validate key policy information including UMR, broker details, client information, premium amounts, brokerage, signed lines, and deductions.
  • Maintain accurate debt records, comments, and audit trails within debt management systems.
  • Manage broker communications and respond to queries within agreed turnaround times.
  • Escalate unresolved collection issues and complex queries to onshore stakeholders as required.
  • Investigate and validate payment statuses for fully paid, partially paid, and outstanding accounts.
  • Coordinate with brokers, underwriters, and internal stakeholders to obtain missing documentation and resolve account discrepancies.
  • Review upcoming due accounts and ensure debt records are updated with current and accurate information.
  • Key Responsibilities - Review and reconcile inbound and outbound broker statements to ensure accuracy of outstanding balances and overdue debt positions. - Monitor aged debt portfolios and proactively drive collection activities through structured follow-up processes. - Investigate policy-level discrepancies by reviewing policy documents, premium records, payment schedules, and related supporting documentation. - Analyze and validate key policy information including UMR, broker details, client information, premium amounts, brokerage, signed lines, and deductions. - Maintain accurate debt records, comments, and audit trails within debt management systems. - Manage broker communications and respond to queries within agreed turnaround times. - Escalate unresolved collection issues and complex queries to onshore stakeholders as required. - Investigate and validate payment statuses for fully paid, partially paid, and outstanding accounts. - Coordinate with brokers, underwriters, and internal stakeholders to obtain missing documentation and resolve account discrepancies. - Review upcoming due accounts and ensure debt records are updated with current and accurate information.

Qualifications

  • 6 - 9 years’ experience in Insurance Credit Control, Accounts Receivable, or Debt Management.
  • Exposure to Lloyd's / London Market insurance processes preferred.
  • Experience working with broker statements, statement of accounts (SOA), premium collections, and debt recovery activities.
  • Familiarity with insurance finance systems and debt management platforms.
  • - 6 - 9 years’ experience in Insurance Credit Control, Accounts Receivable, or Debt Management. - Exposure to Lloyd's / London Market insurance processes preferred. - Experience working with broker statements, statement of accounts (SOA), premium collections, and debt recovery activities. - Familiarity with insurance finance systems and debt management platforms.

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