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Executive-Operations & Client Servicing Support

2 - 6 years

2 - 3 Lacs

Posted:6 days ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Operations:

  • Coordinate end-to-end policy issuance processes, including proposal form verification, documentation, and underwriting follow-ups.
  • Maintain and update policy records in the system accurately and timely.
  • Track renewal and endorsement schedules and ensure timely action.
  • Handle premium reconciliation, payment follow-ups, and coordination with finance.
  • Assist in the claim intimation process and documentation coordination.

Client Servicing Support:

  • Act as a support point for queries from clients related to policy coverage, endorsements, and claims.
  • Prepare and share policy summaries, MIS reports, and renewal notices with clients.
  • Follow up with internal teams and insurance companies for pending deliverables.
  • Support in client onboarding, policy comparisons, and proposal presentations.
  • Maintain service trackers, client folders, and communication logs.

Required Skills & Competencies:

  • Good knowledge of general / health/life insurance products & processes
  • Strong communication and coordination skills
  • Detail-oriented with good documentation handling
  • MS Office proficiency (Excel, Word, PowerPoint)
  • Customer-focused mindset with the ability to manage timelines

Educational & Experience Requirements:

  • Graduate / Postgraduate in any stream (Commerce or Insurance preferred)
  • 13 years of experience in insurance operations or client servicing (brokerage or insurance company preferred)
  • Only those candidates who are based in

    Ranchi

    can apply.
  • Only

    female

    candidates are preferred.
  • Looking for a candidate

    who can join immediately

    .

susweta@salasarservices.com

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Salasar Services Insurance Brokers
Salasar Services Insurance Brokers

Insurance

Mumbai

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