Any Graduate

Responsibilities:Client Handling & Support

• Respond to client queries related to policies, renewals, and claims via phone, email, or WhatsApp.
• Ensure a seamless customer experience by following up on service requests and documentation.
• Maintain a professional relationship with clients through regular updates and support.

Sales Coordination

• Collaborate with the internal sales team for new policy issuance, endorsements, and policy updates.
• Track pending documentation or clarifications needed from clients or insurers.
• Ensure backend processing of policies is completed accurately and timely.

Insurance Company Interface

• Communicate with insurance company representatives for updates on claims, underwriting queries, and escalations.
• Ensure timelines are met by tracking pending approvals and documentation.
• Facilitate issue resolution through continuous follow-ups.

Claims & Underwriting Process

• Handle claim intimation, document collection, and status updates.
• Assist in proposal form checking and ensure all underwriting requirements are fulfilled.
• Maintain claim files both digitally and in physical records.

Administrative Support & MIS

• Update trackers for renewals, client interactions, and claims using Excel and CRM tools.
• Maintain accurate MIS reports and policy registers.
• Coordinate with internal teams for daily office activities and process compliance.

Job Type: Full-time

Pay: ₹12,000.00 - ₹15,000.00 per month

Benefits:

• Provident Fund

Work Location: In person