Review proposals and supporting documents for completeness and compliance. Issue insurance policies in the system after verification and approval sales team. Coordinate with the sales teams for any discrepancies or additional requirements. Maintain records of issued policies and upload documents to internal systems or portals. Generate and share policy documents with customers and internal records. Address queries related to issued policies, endorsements, or renewals. Follow up on pending documentation from sales or clients. Assist in cancellation or endorsement processing, when required. Prepare daily/weekly/monthly issuance reports. Ensure compliance with company policies and IRDAI regulations. Key Skills & Competencies: Knowledge of Motor and Non Motor insurance products Proficiency in MS Office (especially Excel) and policy management software Strong attention to detail and accuracy Good communication and coordination skills Ability to multitask and meet deadlines Familiarity with compliance and documentation norms in the insurance sector
Key Responsibilities: Policy Issuance: Process new motor insurance policy issuance in the system (OD + TP or bundled). Verify and validate proposal forms, documents, and premium payments before issuance. Ensure policy issuance within the defined turnaround time (TAT). Data Entry & Documentation: Accurate entry of customer, vehicle, and premium data in the system. Maintain physical and digital records of all issued policies and proposals. Customer Coordination: Coordinate with agents/customers for missing documents or payment clarifications. Provide support for policy-related queries and endorsements. Quality & Compliance: Ensure compliance with IRDAI regulations and internal underwriting guidelines. Monitor issued policies for errors and initiate rectification through endorsements if needed. MIS & Reporting: Maintain daily reports of issued policies, cancellations, endorsements, etc. Share periodic updates with the reporting manager or central operations. Key Skills: Knowledge of motor insurance products (Private Car, Two-Wheeler, CV, etc.) Basic understanding of IRDAI guidelines Strong attention to detail and accuracy Good communication skills (written & verbal) Proficiency in MS Excel and policy issuance software Time management and multitasking
MIS Executive – Insurance Operations Key Responsibilities: Collect, validate, and enter financial and operational data from various internal sources (policies, claims, renewals, commissions, etc.) Maintain and update MIS reports related to premium collections, policy issuance, renewals, TATs, claims status, and agent performance Prepare daily, weekly, and monthly dashboards for various departments and management Analyze large data sets to identify trends, variances, and anomalies Generate customized reports for internal departments like Sales, Operations, Underwriting, and Claims Support finance team in commission payout reports, reconciliations, and audit trail documentation Create PowerPoint presentations for internal reviews and external stakeholder meetings Automate repetitive reporting tasks using Excel tools such as pivot tables, macros, and advanced formulas Coordinate with other teams to ensure timely data collection and resolve data discrepancies Always maintain confidentiality and data integrity.
Key Responsibilities Manage and oversee the daily operations of the accounting department, including accounts payable, accounts receivable, general ledger, and bank reconciliations. Prepare and review monthly, quarterly, and annual financial statements in compliance with accounting standards. Ensure timely closing of books and submission of MIS reports. Coordinate with auditors for statutory, tax, and internal audits. Ensure compliance with taxation (GST, TDS, Income Tax, etc.) and other statutory requirements. Develop and implement accounting policies, procedures, and internal controls. Monitor cash flows, budgeting, and forecasting to support management in decision-making. Review journal entries, balance sheets, and reconciliations to ensure accuracy. Lead, guide, and mentor junior accountants or finance team members. Liaise with banks, vendors, and external stakeholders on financial matters. Exposure to labour Compliance IRDAI Complaince kowledge Required Skills & Competencies Strong knowledge of accounting principles, standards (Ind-AS/IFRS), and regulatory compliance. Hands-on experience in taxation, GST filing, and statutory audits. Proficiency in accounting software (Tally ERP, SAP, or other ERP systems) and MS Excel (advanced level). Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to work independently and manage multiple priorities with strict deadlines.
Retail Health Expert (Counter Sales & Claims) Key Responsibilities Counter Sales (Front Office Support) Attend walk-in customers at the retail counter and guide them on health insurance products and services. Explain product features, benefits, premium details, and policy terms in a clear and customer-friendly manner. Achieve monthly sales targets through cross-selling and up-selling health insurance plans. Maintain customer records, proposals, and application forms accurately. Build lasting relationships with customers to drive repeat business and referrals. Claims Assistance Assist customers with claim intimation, documentation, and submission processes. Coordinate with insurance companies/TPAs to ensure timely processing of claims. Track claim status and proactively update customers. Resolve claim-related queries and escalate issues wherever necessary. Educate customers about claims guidelines, required documents, and timelines. Customer Service & Operations Handle policy renewals, endorsements, and corrections in customer details. Maintain compliance with company policies, regulatory norms, and IRDAI guidelines. Generate daily/weekly MIS reports related to sales and claims. Provide feedback to management on customer needs, market trends, and competitor activities. Key Skills & Competencies Strong knowledge of health insurance products and claims process. Good communication and interpersonal skills. Customer service orientation with problem-solving attitude. Basic knowledge of computers (MS Office, CRM tools). Ability to handle pressure and achieve sales targets. Qualifications & Experience Graduate in any discipline (preferred: commerce, business, or related field). Minimum 1–3 years of experience in health insurance / retail sales / claims assistance. IRDAI certification (if required for sales role). Preferred Qualities Prior experience in insurance broking, TPA, or hospital front desk will be an advantage. Multilingual skills (English, Hindi, and local language) desirable. Energetic, approachable, and customer-focused personality.
Explain product features, benefits, premium details, and policy terms in a clear and customer-friendly manner. Achieve monthly sales targets through cross-selling and up-selling health insurance plans. Maintain customer records, proposals, and application forms accurately. Build lasting relationships with customers to drive repeat business and referrals. Handle policy renewals, endorsements, and corrections in customer details. Maintain compliance with company policies, regulatory norms, and IRDAI guidelines. Generate daily/weekly MIS reports related to sales and claims. Provide feedback to management on customer needs, market trends, and competitor activities. Assist customers with claim intimation, documentation, and submission processes. Coordinate with insurance companies/TPAs to ensure timely processing of claims. Track claim status and proactively update customers. Resolve claim-related queries and escalate issues wherever necessary. Educate customers about claims guidelines, required documents, and timelines.