ACCOUNT OFFICER - INSURANCE

1 - 5 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As an Insurance Application Auditor, your primary role will involve auditing insurance applications, entering data into the internal system, scanning forms and documents, and forwarding them to insurance companies for final processing. You will also be responsible for collecting policy documents from insurance companies, scanning them into the internal system, auditing customer enrollment forms, and forwarding them to the head office for enrollment. Additionally, you will assist the head office and internal departments in updating pending transactions, managing inward and outward couriers, handling petty cash, and assisting walk-in customers. Your secondary role will include filing documents as per the defined process, providing administrative, HR, and IT support, coordinating with the head office, managing office administration, and supporting sales activities. Key Responsibilities: - Audit insurance applications - Enter data into the internal system - Scan forms and documents - Forward documents to insurance companies for processing - Collect policy documents and scan them into the system - Audit customer enrollment forms - Assist in updating pending transactions - Manage inward and outward couriers - Handle petty cash - Assist and handle walk-in customers - File documents according to the defined process - Provide administrative, HR, and IT support - Coordinate with the head office - Manage office administration - Support sales activities Qualifications Required: - Bachelor's degree in B.A, B.COM, or B.B.A - Area of Expertise: Computer Operating Please note that the Job Overview section did not provide any additional details about the company.,

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