Job Description: We are seeking a highly motivated and customer-oriented individual to join our team as Executive -Client Services. The Executive will be responsible for providing excellent service, resolving issues in a timely and efficient manner. The ideal candidate will have strong communication and problem-solving skills, the ability to work in a fast-paced environment, and a passion for helping customers. Responsibilities: Processing all GMC, GPA, GTL policies endorsements requests to be sent to insurer for further processing with pre and post quality check. Along with the CD reconciliation, Follow up for endorsement from insurer. Arranging the CD Balance Statements from the insurer on monthly basis. Maintaining good relationship with internal team members and with insurers Maintain accurate customer records and update information as needed. Collaborate with other departments to resolve customer issues. Follow company policies and procedures to ensure customer satisfaction. Assist with other tasks as needed. Skills and Qualification: Proficient in working on Excel. Education Qualification : Bachelors Degree Ability to learn and update the Knowledge relating to Insurance. Ability to work well in a team environment. Good communication skill. Only Eligible and interested candidates must Apply.
Job Description: At Edify Insurance Brokers Pvt Ltd, our ideal Retention Manager must be a go getter in in Sales with excellent relationship building skills with corporate stake holders. We are seeking a quick learner with strong negotiating skills and a track record of success who can inspire the same in others. Knowledge of insurance products and experience with the insurance retention process will be an added advantage. Duties and responsibility : Build and Nurture relationship with the existing clients to renew policies. Follow a retention process with precise planning and execution of activities to ensure retention of clients effectively. Understanding Clients requirements and giving them a solution to meet their needs. Help a client understand the solution provided, clarify doubts and queries, handle any objections and close sales. Conducting regular meetings with the HR / CFO with updates on policy management, advise on risk management initiatives. and understand service requirements/ corrections. Identify unfulfilled clients insuring needs and Cross sell appropriate products to existing clients. Represent our company, with a comprehensive understanding of our offerings of our products and services, to our existing clients. Achieve company objectives through effective planning, setting retention goals, analysing performance data and projecting future performance. Track, analyse and communicate key quantitative metrics and business trends as they relate to partner relationship. Create and execute a strategic Retention plan that helps retain the customers. Skills and Qualification Minimum Bachelor degree. Masters in Marketing or Business administration is a plus 2-8 years of experience in Sales/Retention within a corporate setting interfacing with HR heads/ Finance Heads. Experience in Corporate Insurance sales or a Corporate Concept selling experience will be an added advantage. Excellent communication, interpersonal skills and quick learner Ability to learn and update the knowledge of new products
Company At Edify Insurance Brokers Pvt Ltd , we are seeking an experienced professional with strong negotiating skills and extensive expertise in the placement process within insurance. The ideal candidate will have a proven track record of identifying and securing the most suitable policies and carriers for clients, alongside the ability to effectively navigate and manage the placement process with efficiency and precision. Objective of the role: Collaborate with BD team to understand the client requirement. Procuring the quotes from all the Insurance companies. Prepare the Request for Quotation (RFQ) . Negotiating with insurers to secure the best pricing and quotes. Secure the most competitive quotes for clients, ensuring optimal premiums while delivering a high level of client satisfaction. In-depth understanding of underwriting in general insurance . Engaging with various insurance companies to obtain quotes. Assess and compare quotes from various insurance companies. Experienced in non-EB insurance products, including fire, marine, property, asset, and burglary risks Skills and qualification: Minimum bachelors degree. Masters in marketing or business administration is a plus 2-8 years of experience in Placement, underwriting In General Insurance. Excellent communication, interpersonal skills and quick learner Ability to learn and update the knowledge of new products Possesses strong knowledge of non-employee benefit (non-EB) insurance products, including fire, marine, property, asset protection, and burglary coverage
Company Profile At Edify Insurance Brokers Pvt Ltd, our Client Service team is the engine that drives our customer satisfaction and query solutions. We are seeking a qualified Client service - manager to help our clients in claims and any other query solution through their own skills. Our ideal CS manager has to have indepth knowledge of and experience with the Claim process, Policy terms and conditions, relationship building and MIS management. We are seeking a quick learner with strong communication skills, and someone with a track record of success who can inspire the same in others Objective of this Role One stop solution for all client queries and requirements Represent our company, with a comprehensive understanding of our services in the area of claim process and policy terms and conditions including conducting orientation for employees. Providing the timely help to clients in claim settlements in both cashless and reimbursements. Co-ordinating with Insurance company in updating endorsements, CD Balance and other MIS reports. Co-ordinating with TPA in claim settlements, in solving the issues due to any calculation error and any data error with the MIS reports. Team Management and Leading the team by Co-ordinating with the team members for updating the MIS reports. Reporting any issues to the sales team to help them maintain the relationship with clients. Co-ordinating with clients, HR Head and Finance Head in resolving any issues. Maintaining MIS reports Co-ordinating with the Retention team. Visiting clients to understand if they have any concerns and help them in fixing the issues. Visiting the TPA and Insurance company to maintain good relationship with the customer relation team. Resolving the clients queries. Skills and Qualification Bachelors degree in any field 1-6 years of experience in Client Service management in Insurance Industry Leadership qualities with Excellent communication, interpersonal skills and proactive approach Ability to learn and update the knowledge of insurance products Understanding of policy and products Flexibility with calls and mails Expertise in Excel, Word and PPT
At Edify Insurance Brokers Pvt Ltd, our ideal Retention Manager must be a go getter in in Sales with excellent relationship building skills with corporate stake holders. We are seeking a quick learner with strong negotiating skills and a track record of success who can inspire the same in others. Knowledge of insurance products and experience with the insurance retention process will be an added advantage. Objective of this role: Build and Nurture relationship with the existing clients to renew policies. Follow a retention process with precise planning and execution of activities to ensure retention of clients effectively. Understanding Clients requirements and giving them a solution to meet their needs. Help a client understand the solution provided, clarify doubts and queries, handle any objections and close sales. Conducting regular meetings with the HR / CFO with updates on policy management, advise on risk management initiatives. and understand service requirements/ corrections. Identify unfulfilled clients insuring needs and Cross sell appropriate products to existing clients. Represent our company, with a comprehensive understanding of our offerings of our products and services, to our existing clients. Achieve company objectives through effective planning, setting retention goals, analysing performance data and projecting future performance. Track, analyse and communicate key quantitative metrics and business trends as they relate to partner relationship. Create and execute a strategic Retention plan that helps retain the customers. Skills and qualification: Minimum Bachelor degree. Masters in Marketing or Business administration is a plus 5+ years of experience in Sales/Retention within a corporate setting interfacing with HR heads/ Finance Heads. Experience in Corporate Insurance sales or a Corporate Concept selling experience will be an added advantage. Excellent communication, interpersonal skills and quick learner Ability to learn and update the knowledge of new products
JOB DESCRIPTION FOR HR MANAGER. The HR Manager will be working closely with the founders and Senior Management of the organization. The Manager will responsible for the HR business process and Employee engagement: The Specific Areas of Application will be. Managing of Human Resources which will include. Issuance of Appointment Letters, Induction, Document verification, Introduction Handholding in the Initial period till Confirmation KRA Assignment and Management Employee Appraisal and increments HRMS Complete Updating (Adding, Deleting and updating). KEKA Payroll Management Resigned employee Exit Process and F&F. Managing Employee Benefits and Events Insurance Benefits, Addition and Deletion and Renewal Organizing Events/ Celebrations (Annual Day, Annual Offsite, Get togethers etc) Employee Culture Formation and Engagement Implementations of Company Culture Managing employee relations Handling Employee queries/ concerns Talent Management - Career Planning and Counselling Policies and Compliances. Handling Statutory Compliances PF, ESI, Gratuity, Shops and Establishment Framing and Reviewing Employee Policies and Procedures Skills and Qualification: Education Qualification : Postgraduation ( MBA) Age Must be 30 years Ability to work well in a team environment. Good communication skill.
At Edify Insurance Brokers Pvt Ltd, our ideal Retention Manager must be a go getter in in Sales with excellent relationship building skills with corporate stake holders. We are seeking a quick learner with strong negotiating skills and a track record of success who can inspire the same in others. Knowledge of insurance products and experience with the insurance retention process will be an added advantage. Objective of this role: Build and Nurture relationship with the existing clients to renew policies. Follow a retention process with precise planning and execution of activities to ensure retention of clients effectively. Understanding Clients requirements and giving them a solution to meet their needs. Help a client understand the solution provided, clarify doubts and queries, handle any objections and close sales. Conducting regular meetings with the HR / CFO with updates on policy management, advise on risk management initiatives. and understand service requirements/ corrections. Identify unfulfilled clients insuring needs and Cross sell appropriate products to existing clients. Represent our company, with a comprehensive understanding of our offerings of our products and services, to our existing clients. Skills and qualification: Minimum Bachelor degree. Masters in Marketing or Business administration is a plus 1-3+ years of experience in Sales/Retention within a corporate setting interfacing with HR heads/ Finance Heads. Experience in Corporate Insurance sales or a Corporate Concept selling experience will be an added advantage. Excellent communication, interpersonal skills and quick learner Ability to learn and update the knowledge of new products