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A.C. Agarwal
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Customer Care Executive - Insurance

Customer Care Executive - Insurance

A.C. Agarwal

2 - 4 years

2 - 3 Lacs

vadodara

Posted:5 hours ago| Platform:

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Skills Required

customer care claims processing client communication customer service ms office crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:
1 Process new insurance Quotations, renewals, customer services, and policy changes.2 Review and enter data into systems accurately and quickly.3 Support claims processing by collecting and verifying documents.4 Communicate with internal teams (like sales, underwriting, and customer service) toresolve issues.5 Ensure compliance with company policies and insurance regulations.6 Help improve internal workflows and suggest ideas for more efficient processes.7 Generate reports and summaries as needed.8 Conduct fact finding to generate and follow up on insurance quotations andendorsements.9 Deliver excellent service to all customers.10 Handle customers' queries and feedback.11 Process insurance applications, renewal, cancellation and payment.12 Provide various premium collection reports for commission payout purpose.What Were Looking For:1 Experience in insurance (life, health, property, or general) or a similar back-officeoperations role is a plus.2 Strong attention to detail accuracy matters a lot in this job.3 Good communication skills youll work with different teams.4 Comfortable with spreadsheets and basic software tools (Excel, Word, CRM orinsurance platforms).5 Able to multi-task and manage time well under deadlines.6 A problem-solver who takes initiative and works independently when needed.Nice to Have:1 Knowledge of insurance terms, products, and processes2 Familiarity with regulatory requirements in insurance3 Prior experience in a General Insurance/ Life insurance/ Health Insurance.

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Customer Care Executive - Insurance