Posted:2 weeks ago|
Platform:
On-site
Full Time
Location: Surat
**Job Type:** Full-Time
**Working Hours:** 09:30 AM to 06:30 PM (Monday to Saturday)
**Experience Required:** Any Graduate Fresher
**Salary Range:** ₹12,000 to ₹15,000 per month (based on experience & skillset)
**Probation Period:** 3 Months
Key Responsibilities:
Customer Coordination
Communicate with clients for policy servicing, queries, claim documentation, and
follow-ups.
Ensure timely responses and resolution of client issues related to policies and claims.
Maintain strong client relationships through professional and proactive communication.
Sales Team Coordination
Support sales team with documentation for policy issuance, endorsements, and
renewals.
Share updates regarding claim status, underwriting requirements, or pending
documentation.
Ensure policy accuracy and smooth processing from backend.
Insurance Company Coordination
Liaise with insurance company representatives for claim processing, underwriting
clarifications, and follow-ups.
Handle escalations, documentation gaps, and TAT monitoring for faster resolution.
Coordinate for approvals, settlements, and necessary clarifications.
Claims & Underwriting Support
File and manage claim documentation, track progress, and maintain status reports.
Support in proposal form checking, underwriting queries, and follow-ups for approvals.
Ensure complete and accurate documentation is maintained digitally and physically.
Admin & Back Office
Handle internal filing, documentation, renewal trackers, and client record updates.
Maintain Excel sheets and CRM entries for policy data, MIS, and monthly business
reports.
Coordinate with internal teams for smooth office operations and compliance with
process flow.
Job Types: Full-time, Fresher
Pay: ₹12,376.01 - ₹14,450.44 per month
Benefits:
Work Location: In person
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