Client Service Associate

1 - 3 years

0 - 2 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Work Mode

Remote

Job Type

Full Time

Job Description

Client Service Associate Insurance

  • Bachelors degree

    in business, Finance, Insurance, or a related field (preferred but not required).
  • 0-1 years

    of experience in customer service, insurance, or administrative support.
  • Experience in

    insurance, risk management, and financial services

    is a plus.
  • Knowledge of

    insurance policies, underwriting, and claim processes

    is beneficial.

Skills & Competencies:

  • Excellent verbal and written communication skills.

  • Strong

    customer service

    and

    problem-solving

    abilities.
  • Attention to detail and ability to

    handle multiple tasks efficiently

    .
  • Knowledge of

    insurance regulations and compliance requirements

    .
  • Ability to work independently and collaboratively

    in a team environment.
  • Strong organizational skills with the ability to

    manage client records and documentation

    .
  • Should have knowledge in Microsoft Excel.
  • Should be able to work in Night Shifts

Responsibilities:

  1. Client Support & Communication

    • Serve as the

      primary point of contact

      for client inquiries regarding policies, renewals, billing, and claims.
    • Respond to customer concerns and escalate issues when necessary.
    • Maintain strong relationships with clients, and underwriters.

  1. Policy Administration & Documentation

    • Assist with

      policy issuance, renewals, endorsements, and cancellations

      .
    • Ensure

      accuracy in client records

      and update account details as needed.
    • Handle

      COI (Certificate of Insurance) requests

      and ensure timely delivery.

  1. Claims & Billing Assistance

    • Assist in

      billing inquiries

      , payment processing, and premium reminders.
    • Ensure clients receive the correct policy documents and explanations.

  1. Compliance & Reporting

    • Ensure all policies and procedures comply with

      insurance regulations

      .
    • Maintain accurate records and generate reports as needed.
    • Stay updated on

      industry trends, policy changes, and coverage options

      .

Why Join Us?

  • A

    collaborative work environment

    with professional growth opportunities.
  • Exposure to a

    dynamic insurance industry

    with client-facing responsibilities.
  • Competitive compensation with benefits (if applicable).

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