AttachedMicrosoft Word - JD Customer Relatioship Manager Current Designation: Customer Service Executive Proposed Designation Customer Service Executive Department/Group: All Department Occupied by Location: Mumbai Kandivali Position Type: Full-Time Reports to: Manager Positions Supervised None Internal Relation: Data Management Executive, Dispatch, CRM, BDM, Runners External Relation: Insurance Companies, Customers Mandatory Skills: 1. Proactive 2. Persuasive 3. Empathy 4. Customer-centric 5. Keen to learn 6. Target Driven 7. Good Communication & networking skills 1. Identify the customer s product/plan requirement 2. Identify/understand customer problems and areas of concern 3. Abreast with various insurance plans & policies available 4. Understand the current product portfolio 5. Knows all lines of authority and respects Job Description Role and Responsibilities: Attending incoming calls and transferring them to the respective department Understand customer requirements and suggest appropriate solutions Handling complaints calls specially related to operations Build & develop own database of potential customers Maintaining daily call reports and weekly call reports of all department Daily call listening maintaining MIS, Giving feedback to managers Outcall for Google review Education: Minimum Graduate Experience: 2Years & above Language Skill: Well Versed in English

Current Designation: Sr. Executive - Claims Proposed Designation Senior Executive - Claims Department/Group: General Insurance Occupied by Location: Mumbai Kandivali Position Type: Full-Time Reports to: Operation Manager Positions Supervised Runner Internal Relation: CRM, Data Management, BDM. Dispatch Mandatory Skills: 1. Sharp Claims can be of various types 2. Empathy - Demonstrates an understanding of the situation and acts fast and cooperatively 3. Communication Skills - Good communication skills will allow the executive to communicate sensitively. 4. Problem Solving The unfortunate truth about this positions is that most of the time, you re dealing with people who have an issue or problem of some sort. 1. Knowledge Knows the various types of dispute resolution process that exist, understanding of what is meant by claims leakage and the different ways in which it 2. Process Oriented - Knows organisation s claims service management principles and procedures & complaints handling process and complaints referral procedure 3. Relationship Management: Able to get work done effectively with the surveyors and other external officers who may be involved in the claims management process. 4. Alert - Able to define fraud and to list the main indicators including any particular to the classes of business being handled. Job Description Role and Responsibilities: 1. Is responsible to examine, investigate & review clients claim in order to determine whether or not they are covered under a policy and to evaluate the extent of a settlement that the insurance company must pay. 2. Knows the organizational processes and procedures for discouraging, detecting and handling actual or potentially fraudulent claims 3. Knows organizational procedures for the appointment of experts/surveyors etc. 4. Reviewing insurance claims after they are submitted to make sure that proper filing procedures 5. Assist insurance adjusters with complicated or unusual claims. 6. Ensure that the costs of a particular treatment are reasonable depending on the diagnosis a patient received. 7. Depending on the findings, claims specialists guide the client if the claim may get denied, or it may go for further investigations. 8. The primary duty is to examine complex or unusual claims to determine whether they may be 9. Coordinate with Insurance company officials like disaster recovery firms, solicitors, loss adjusters, and surveyors.

AttachedMicrosoft Word - JD - Health Insurance new Current Designation: Sr Executive Liability - General Insurance Department/Group: General Insurance Location: Mumbai Kandivali Position Type: Full-Time Reports to: Assistant Manager Positions Supervised Runner Boys Internal Relation: Customer Service, Sales External Relation: Insurance Companies, Customers Required Skills 1. Customer Driven Should be concern that the customer does not miss the deadline and effective guide them with 2. Effective Communicator - As much as you might prefer email and text messaging, insurance business still gets done over the phone. 3. Time Management - A renewal is late if all renewal requirements are not met on or before the expiration date 4. Proactive Time being the biggest essence, the executive has to be proactive and can t effort to procrastinate 1. Calendar Management and Alertness - Insurance professionals who handles renewal should be alert with the calendar management and alert the customers well 2. Subject matter expert Knowledge about 3. Organizational Skills - Because insurance professionals handle customer files and records, they must have efficient organizational skills. 4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations Job Description Role and Responsibilities: 1. Public Liability Insurance: o Manage policies under the Public Liability Act, including coverage for industrial and non-industrial risks. o Assess liability exposure and recommend appropriate coverage limits. 2. Commercial General Insurance (CGI): o Offer advice on comprehensive insurance policies that cover business risks, including third-party liabilities and property damage. o Customize policies to meet the unique needs of commercial clients. 3. Clinical Trial Policy: o Provide insurance solutions for clinical trials, ensuring compliance with regulatory requirements. o Manage claims and risk assessments for trial-related injuries or adverse effects. o Assess clients cyber risk exposure and recommend policies to protect against data breaches, ransomware, and other digital threats. o Stay updated on emerging cyber threats and evolving coverage options. 5. Jewellers Comprehensive Policy: o Offer tailored insurance for jewellery, covering stock, property, and transit risks. o Handle claims related to theft, damage, or loss of jewellery and valuable items. 6. Professional Indemnity Insurance: o Advise on policies that cover errors, omissions, and professional liabilities for various industries. o Assist professionals in managing risks associated with their services. o Provide coverage solutions for cash, cheques, and other monetary instruments. o Manage risks associated with money transit, safe custody, and theft. 8. All Risk Insurance: o Offer comprehensive policies that cover a range of risks, including accidental loss or damage to valuable items. o Customize coverage based on individual or business needs. o Ensure adequate coverage for employee injuries, occupational illnesses, or accidents. o Stay compliant with regulatory requirements related to workplace safety. 10. Contractor All Risk Insurance: o Manage insurance for construction projects, covering risks associated with building activities. o Provide risk assessments and recommend appropriate policy limits. 11. Erection All Risk Insurance: o Offer specialized coverage for the erection of machinery, plants, and structures. o Ensure comprehensive protection during installation or construction phases. o Provide insurance solutions for various events, including coverage for cancellations, liability, and property damage. o Assist clients in mitigating risks associated with organizing events. 13. Pet/Cattle Insurance: o Manage policies for livestock and pet coverage, including health, theft, and accidental injury. o Advise clients on coverage options and claims processes. Minimum 2 Years of Experience. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on the company s success Critical thinker and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field.

Current Designation: Tele caller Sales Proposed Designation Executive / Sr. Executive Department/Group: Health Insurance Occupied by Location: Mumbai Kandivali Position Type: Full-Time Reports to: Manager Positions Supervised None Internal Relation: Data Management Executive, Dispatch, CRM, BDM External Relation: Insurance Companies, Customers Mandatory Skills: 1. Proactive 2. Persuasive 3. Customer-centric 4. Keen to learn 5. Target Driven 6. Good Communication & networking skills 1. Identify the customer s product/plan requirement 2. Abreast with various insurance plans & policies available 3. Understand the current product portfolio 4. Knows all lines of authority and respects Job Description Role and Responsibilities: Understanding & processing Client query & objections. Cold calling & lead generation through new and existing customers Build & develop own database of potential customers Rightly assess their insurance/investment requirements Ensure quick closures of potential candidates. Having experience in Health Insurance background Education: Minimum HSC / Graduation Experience. 2-4 Years Languages fluency: English/Hindi/Marathi/Gujarati Know how about Call center - software and computer handling. I have read and discussed the above and I fully understand the description of my job and agree to abide by this description of my duties.

Current Designation: Executive / Sr Executive Health General Insurance Location: Mumbai Kandivali Position Type: Full-Time Reports to: Operations Manager Positions Supervised Runner Boys Internal Relation: Customer Service, Sales External Relation: Insurance Companies, Customers Required Skills 1. Customer Driven Should be concern that the customer does not miss the deadline and effective guide them with 2. Effective Communicator - As much as you might prefer email and text messaging, insurance business still gets 3. Time Management - A renewal is considered to be late if all renewal requirements are not met on or before the expiration date of the license. 4. Proactive Time being the biggest essence, the executive have to be proactive and cant effort to procrastinate 1. Calendar Management and Alertness - renewal should be alert with the calendar management and alert the customers well 2. Subject matter expert Knowledge about 3. Organizational Skills - Because insurance professionals handle customer files and records, they must have efficient organizational skills. 4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations Job Description Role and Responsibilities: 1. Renewing current policies and assisting with claims. 2. Provide proactive support to clients in the renewal process consistently, timely and accurately. 3. Track contracts that are soon to be expired and contact customers for renewals. The customers need to be contacted both in writing and by call, 2 months in advance and reminders to be given 4. When sending reminders, detailed fresh Quotes for renewal with complete information has to be 5. Gracefully accept discontinuation and record the feedback. 6. Analyze customer feedbacks and develop new techniques to ensure customer retention. 7. Respond to customer queries and address service complaints in a timely manner. 8. Provide excellent customer services and ensure customer satisfaction. 9. Build positive working relationships with customers for repeat businesses. 10. When advising for renewal, you will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. Evaluating business or individual customers needs and financial status and proposing protection plans that meet their criteria 11. Fill all proposals & portability forms & handover to team members. 12. Submit documents to relevant concern department. 13. Scan all documents and email it to the team/ insurance company for approval and get the confirmation of portability from the insurance company. 14. Once everything is approved, inform the client and get the cheque collected. 15. Submit all the original documents to the insurance Company. 16. Report the progress of monthly/quarterly initiatives to stakeholders 17. Maintain bookkeeping systems, database and records 18. The goal is to build up strong positive relationships, to ensure growth attainment and increase our Minimum 3 Years of Experience in Health Insurance. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on company s success Critical thinker and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field.

Reports to: Director Positions Supervised Operations, Sales Team, Customer Support Team Mandatory Skills 1. Leadership: Demonstrates the ability to inspire, guide, and lead a diverse team toward achieving business objectives. 2. Customer Orientation: Exhibits a customer-first mindset, ensuring client satisfaction and long-term relationships. 3. Problem-Solving: Proactively identifies challenges and devises effective solutions to address customer concerns. 4. Collaboration: Works effectively across teams, building partnerships to meet customer needs seamlessly. 5. Adaptability: Quickly adapts to dynamic market conditions and client demands to maintain relevance and competitiveness. 6. Effective Communication: Displays excellent interpersonal skills to convey ideas clearly and build trust with stakeholders. 7. Accountability: Takes ownership of responsibilities and strives to exceed client and organizational expectations. in identifying new opportunities, expanding client portfolios, and driving branch revenue growth. 2. Client Relationship Management: Strong ability to nurture, retain, and deepen customer relationships to ensure loyalty and satisfaction. 3. Product Knowledge: Comprehensive understanding of general and life insurance products and their relevance to client needs. 4. Market Analysis: Skilled in assessing market trends, competitor strategies, and customer behavior to drive business success. 5. Negotiation Skills: Adept at negotiating contracts and ensuring mutual benefits for the company and its clients. 6. Compliance Management: Ensures adherence to regulatory requirements and organizational policies in all client dealings. Job Description Role and Responsibilities: Build and nurture relationships with key employees and stakeholders among customers. Create strategic plans to address clients business needs and objectives. Advise clients on implementing profitable processes and best practices. Schedule regular check-ins with customers to ensure satisfaction and resolve any concerns. Act as the primary point of contact for complaints, ensuring timely escalation and resolution of issues. Assist the sales team in up-selling or cross-selling relevant products and services. Ensure adherence to contractual terms by both the company and clients. Monitor competition to identify innovative methods for client retention and acquisition. Set and achieve sales and revenue targets aligned with organizational goals. Collaborate with internal teams (sales, senior management, etc.) to effectively address and Bachelor s degree in any discipline (preferred: Finance, Business, or Insurance). Licentiate/Associate from the Insurance Institute will be an added advantage. 5+ years of proven experience in relationship management within the insurance sector. A track record of achieving sales and customer retention goals in both general and life insurance domains. Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce)

Reports to: Director Positions Supervised Operations Team LI, GI, Back Office Team Internal Relation: Customer Service, Sales External Relations: Insurance Companies, Customers, Employees Mandatory Skills 1. Leadership: Demonstrates the ability to inspire, guide, and lead a diverse team towards achieving business objectives 2. Communication: Strong verbal and written communication skills to effectively engage with internal teams, clients, and external stakeholders. 3. Customer-Centric Approach: Ensures the branch delivers clients and partners a seamless, high-quality experience. 4. Decision-Making: Proactively identifies issues and opportunities, making sound decisions that align with organizational goals. 5. Conflict Resolution: Resolves employee or client conflicts diplomatically, maintaining a positive branch environment. 6. Adaptability: Adjusts to changing industry trends and organizational priorities efficiently. in identifying new opportunities, expanding client portfolios, and driving branch revenue growth. 2. Operational Oversight: Strong understanding of insurance operations, compliance, and regulatory requirements. 3. Product Knowledge: Comprehensive knowledge of insurance products (Life, General, Corporate, and Health Insurance). 4. Risk Assessment: Skilled in assessing risk factors and underwriting processes and recommending solutions to mitigate potential issues. 5. Sales Management: Expertise in planning and executing sales strategies, ensuring the branch meets or exceeds targets. 6. Team Management: Ability to mentor and motivate staff to achieve their best, fostering a high-performance culture. Job Description Role and Responsibilities: Develop and implement strategies to grow the branch s business portfolio and revenue streams. Build and maintain relationships with clients, insurance companies, and key stakeholders. Monitor day-to-day operations to ensure efficiency and adherence to organizational guidelines Oversee the management of customer grievances and resolve them effectively. Drive sales targets for the branch and ensure team alignment with business objectives. Guide the sales team on cross-selling and up-selling techniques to maximize revenue Recruit, train, and mentor team members to achieve individual and team goals. Conduct regular performance reviews and provide constructive feedback for improvement. Ensure branch activities comply with all regulatory and company standards. Monitor risks associated with operations and implement mitigation strategies. Conduct regular client meetings to understand their insurance needs and provide tailored solutions. Represent the branch at industry events, seminars, and networking sessions to increase Bachelor s degree in any discipline (preferred: Finance, Business, or Insurance). 8 10 years of experience in the insurance industry, with at least 2 3 years in a managerial

AttachedMicrosoft Word - JD Customer Relatioship Manager Current Designation: Accountant Executive Proposed Designation Department/Group: Finance Occupied by Location: Mumbai Kandivali Position Type: Full-Time Reports to: Director Positions Supervised None Internal Relation: Accountants, Finance External Relation: Finance Mandatory Skills: 1. Proactive 2. Persuasive 3. Empathy 4. Keen to learn 5. Good Communication & networking skills 1. Accounts Process 2. Understand the All Akshar Finance process 3. Understand the current product portfolio Job Description Role and Responsibilities: +Should know about the Finance Process. PT Filling, Salary processing via NEFT online and offline, Bank reconciliation, Vendor Payment, Utility payments, GST Filling, manual cheque preparation & Other Accounting activities ensure quick closures of potential candidates Education: Minimum Graduate Experience: 2Years & above I have read and discussed the above and I fully understand the description of my job and agree to abide by this description of my duties.

Reports to: Director Positions Supervised Operations Team LI, GI, Back Office Team Internal Relation: Customer Service, Sales External Relation: Insurance Companies, Customers Mandatory Skills Operates performance of the entire team with systems and processes effectively. 2. Planning and organizing 3. Understanding the customer 4. Communication skills: Demonstrates an ability to communicate accurately and effectively both internally and externally at all levels & uses communication skills to make recommendations and to influence company strategy 5. Management of information: Develops and uses appropriate internal and external software packages to obtain and analyses relevant data to reach conclusions in support of recommendations for change at operational and/or strategic level concepts, theories, and ideas to respond to new and emerging situations that may be affected by the principles of insurance 2. Strategic decisions about situations that are affected by the principles of insurance to support business objectives 3. Company and market knowledge: complete knowledge and understanding of the own organization & the wider insurance marketplace and how this is applied on day-to-day basis. 4. Expert with various types of Insurance - Life, General, Property, Marine, Fire, Liability, Social, etc. 5. Expert Technical Knowledge with - Insurance principles and practice, Insurance products and services, Legal knowledge, Compliance, and operational risk, Assessing and transferring risk, Claims, Underwriting and pricing Job Description Role and Responsibilities: Set clear team goals and KPIs Delegate tasks and set work/task deadlines Oversee day-to-day teams operation and performance Do regular performance evaluation Ensure MIS/trackers are completed by team on time and submit to management as per agreed timelines. Create a health and motivating work environment and atmosphere Develop a well-designed and motivating evaluation program Communicate with teams about their performance Monitor team performance and report on metrics Motivate team members Discover training needs and provide coaching Listen to team members feedback and resolve any issues or conflicts Plan and organize team building activities Experience 8 years and above. Minimum 1 to 2 years of experience as a Team Leader or similar role. In-depth knowledge of performance metrics Good PC skills, especially MS Excel Experience with organizing training programs Sense of ownership and pride in your performance and its impact on company s success Critical thinker and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field & Degree in Management or training in team leading is a plus

AttachedMicrosoft Word - JD - Health Insurance new Current Designation: Executive / Sr Executive Marine / Fire General Insurance Location: Mumbai Kandivali Position Type: Full-Time Reports to: Operations Manager Positions Supervised Runner Boys Internal Relation: Customer Service, Sales External Relation: Insurance Companies, Customers Required Skills 1. Customer Driven Should be concern that the customer does not miss the deadline and effective guide them with 2. Effective Communicator - As much as you might prefer email and text messaging, insurance business still gets 3. Time Management - A renewal is late if all renewal requirements are not met on or before the expiration date 4. Proactive Time being the biggest essence, the executive has to be proactive and can t effort to procrastinate 1. Calendar Management and Alertness - renewal should be alert with the calendar management and alert the customers well 2. Subject matter expert Knowledge about 3. Organizational Skills - Because insurance professionals handle customer files and records, they must have efficient organizational skills. 4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations Job Description Role and Responsibilities: 1. Renewing current policies and assisting with claims. 2. Provide proactive support to clients in the renewal process consistently, timely and accurately. 3. Track contracts that are soon to be expired and contact customers for renewals. The customers need to be contacted both in writing and by call, 2 months in advance and reminders to begiven 4. When sending reminders, detailed fresh Quotes for renewal with complete information must be 5. Gracefully accept discontinuation and record the feedback. 6. Analyze customer feedbacks and develop new techniques to ensure customer retention. 7. Respond to customer queries and address service complaints in a timely manner. 8. Provide excellent customer services and ensure customer satisfaction. 9. Build positive working relationships with customers for repeat businesses. 10. When advising for renewal, you will sell, solicit, differentiate, and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. Evaluating business or individual customers needs and financial status and proposing protection plans that meet their criteria 11. Fill all proposals & portability forms & handover to team members. 12. Submit documents to relevant concern department. 13. Scan all documents and email it to the team/ insurance company for approval and get the confirmation of portability from the insurance company. 14. Once everything is approved, inform the client, and get the cheque collected. 15. Submit all the original documents to the insurance Company. 16. Report the progress of monthly/quarterly initiatives to stakeholders 17. Maintain bookkeeping systems, database, and records 18. The goal is to build up strong positive relationships, to ensure growth attainment and increase us Minimum 2 Years of Experience in Marine/Fire Insurance. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on company s success Critical thinker and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field.

Current Designation: Executive / Sr Executive Motor General Insurance Department/Group: General Insurance Location: Mumbai Kandivali Position Type: Full-Time Reports to: Operations Manager Positions Supervised Internal Relation: Customer Service, Sales External Relation: Insurance Companies, Customers Required Skills 1. Customer Driven Should be concern that the customer does not miss the deadline and effective guide them 2. Effective Communicator - As much as you might prefer email and text messaging, insurance business still gets done over the phone. 3. Time Management - A renewal is considered to be late if all renewal requirements are not met on or before the expiration date of the 4. Proactive Time being the biggest essence, the executive have to be proactive and cant effort to procrastinate 1. Calendar Management and Alertness - Insurance professionals who handles renewal should be alert with the calendar management and alert the customers well in advance. 2. Subject matter expert Knowledge 3. Organizational Skills - Because insurance professionals handle customer files and records, they must have efficient organizational skills. 4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations Job Description Role and Responsibilities: 1. Renewing current policies, and assisting with claims. 2. Provide proactive support to clients in the renewal process consistently, timely and 3. Track contracts that are soon to be expired and contact customers for renewals. The customers need to be contacted both in writing and by call, 2 months in advance and reminders to be given periodically. 4. When sending reminders, detailed fresh Quotes for renewal with complete information has to be emailed to the client. 5. Gracefully accept discontinuation and record the feedback. 6. Analyze customer feedbacks and develop new techniques to ensure customer retention. 7. Respond to customer queries and address service complaints in a timely manner. 8. Provide excellent customer services and ensure customer satisfaction. 9. Build positive working relationships with customers for repeat businesses. 10. Maintain all records 11. Punch all Policies & Endorse them. 12. Report the progress of monthly/quarterly initiatives to stakeholders 13. Maintain bookkeeping systems, database and records 14. The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm s reputation. Minimum 3 Years of Experience in Motor Insurance. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on company s success Critical thinker and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field.