1. Policy Processing & Documentation: Manage new business processing: application entry, documentation validation, and coordination with insurers. Verify KYC, income proof, and medical documents as per underwriting requirements. Upload proposals on insurer portals and track issuance status. Generate and maintain proposal and policy issuance MIS. 2. Renewals & Persistency: Monitor policy renewal due dates for both life and general insurance. Send timely renewal reminders and follow-ups with clients and sales teams. Process renewals on insurer portals and issue renewal receipts. 3. Claims Assistance (Life & Non-Life): Receive, validate, and forward claims documents to insurers. Maintain claim tracker and coordinate for updates with TPA/Insurer. Ensure timely communication with clients regarding claim status and requirements. 4. Endorsements & Policy Servicing: Handle requests for changes like nominee updates, address changes, sum insured modifications, and endorsements. Coordinate with underwriters/insurers for service requests and ensure closure within defined TATs. Issue revised documents and communicate changes to clients. 5. MIS, Reporting & Compliance: Maintain accurate data and MIS for policy issuance, renewals, claims, and endorsements. Ensure adherence to IRDAI guidelines and company SOPs. Support audit processes by preparing required data and documentation. 6. Communication & Coordination: Liaise with insurance companies, underwriters, TPAs, and internal teams. Provide backend support to sales and client service teams. Respond to internal and client queries on policy status and documentation.

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