Any Graduate

Key Responsibilities:Client Servicing & Policy Support

• Act as the first point of contact for customer inquiries related to policy servicing, renewals, and claims.
• Ensure prompt resolution of client issues and maintain a high standard of service delivery.
• Build long-term relationships with clients by providing consistent and courteous communication.

Sales Support & Documentation

• Assist the sales team by preparing documents for new policies, endorsements, and renewals.
• Monitor and share updates regarding pending claims, documentation status, and underwriting needs.
• Ensure all policy-related documents are correctly prepared and submitted within timelines.

Insurance Partner Communication

• Coordinate with insurers for claim intimation, follow-ups, and approvals.
• Address escalations and track pending issues for timely closure.
• Manage TATs (Turnaround Times) by following up on documentation gaps or clarifications.

Claims Handling & Underwriting Assistance

• Organize and maintain accurate records for all claims filed, including status tracking and approvals.
• Assist in proposal form verification and follow-up for underwriting decisions.
• Ensure all documentation is digitized and archived systematically.

Administrative & Operational Tasks

• Maintain organized records of client files, renewals, and communication history.
• Update and manage data on Excel sheets and internal CRM software.
• Generate and compile MIS reports, policy logs, and monthly performance summaries.
• Coordinate with internal departments to ensure smooth daily operations.

Job Type: Full-time

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

Benefits:

• Health insurance
• Provident Fund

Work Location: In person