Claims Manager

About Us

Torin Wealth Management is South Gujarat's largest 360° wealth management firm catering

to Financial Planning, Investments, Insurance, Financing and Estate Planning needs for

UHNIs/HNIs, families, trusts, and SMEs. With 13+ years of expertise and a strong presence

in 6 cities across India — Surat (Headquarters), Anand, Rajkot, Vadodara and Mumbai along

with global presence.

Job Summary

You would be responsible for managing the end-to-end claims process for clients, ensuring seamless handling from claim intimation to settlement follow-ups. You will be the key point of contact for clients and AMCs regarding claim processes. You should be strategic and detail-oriented, ensuring timely documentation, filing, and resolution of claims while also contributing to business growth through lead generation and upselling.

Job Duties and Deliverables include, but are not limited to

• Constantly upgrading yourself on industry trends and claim procedures.
• Managing claim intimations and ensuring accurate registration of claims.
• Coordinating with AMCs for smooth claim processes and timely resolutions.
• Collecting, verifying, and maintaining claim documentation from clients.
• Filing all claims-related documents systematically for easy retrieval.
• Proactively following up on pending claims to ensure settlement.
• Identifying opportunities for lead generation and upselling additional products or services during client interactions.
• Supporting other general insurance operations, including client follow-ups and coordination, as needed.
• Demonstrate ownership to resolve complex claims issues, escalating when necessary.

Minimum Requirements

• You have a bachelor’s degree in administration, commerce, or a related field.
• 2-3 years of hands-on experience in insurance claims processing.
• Ability to communicate correctly and clearly with all customers.
• Maintain a positive attitude with a focus on customer satisfaction.

Preferred Skills

• Superior knowledge of insurance products and claim processes.
• Excellent documentation and organisational skills.
• Good listening ability to understand customer concerns and provide resolutions.
• Ability to function independently as well as in a team.
• Demonstrated conflict resolution, negotiation, and follow-up skills.