Insurance and claim settlement

Job Title: Insurance & Claim Settlement Executive (Semi-Qualified CA)
Location: Surat (with occasional travel outside Surat)
Employment Type: Full-Time

Position Overview

We are seeking to appoint a Semi-Qualified Chartered Accountant (CA Intermediate cleared and not pursuing CA further) for the role of Insurance & Claim Settlement Executive. The selected candidate will be entrusted with overseeing insurance-related matters, managing claim processes, and ensuring effective coordination with insurers and stakeholders. This role requires high levels of professionalism, analytical ability, and attention to compliance, along with the flexibility to undertake occasional travel outside Surat for claim inspections and related engagements.

Key Responsibilities

• Administer and oversee insurance policies, including renewals, endorsements, and compliance requirements.
• Manage the complete claim settlement cycle, from initiation and documentation to final closure.
• Coordinate with insurance companies, surveyors, auditors, and internal departments to expedite claim resolution.
• Conduct verification of claim documents, prepare financial and compliance reports, and present findings to management.
• Maintain accurate and up-to-date records of insurance policies, claims, and settlements.
• Ensure adherence to statutory, regulatory, and organizational compliance standards.
• Assist the finance team with reconciliations and insurance-related accounting.
• Undertake occasional travel outside Surat for claim assessments, negotiations, or inspections as required.

Candidate Profile

• Semi-Qualified Chartered Accountant (CA Inter cleared).
• Must not be pursuing CA qualification further.
• 1–3 years of professional experience in insurance, claim settlement, auditing, or finance is preferred.
• Strong analytical, negotiation, and documentation skills.
• Proficiency in financial compliance and reporting standards.
• Excellent written and verbal communication abilities.
• Self-motivated, detail-oriented, and capable of working independently.
• Willingness to travel outside Surat on a need basis.

Compensation & Benefits

• A competitive salary package will be offered, commensurate with qualifications and experience.
• Opportunities for professional growth and career advancement within the organization.

Job Type: Full-time

Pay: ₹35,000.00 - ₹50,000.00 per month