Insurance Associate

Job Purpose:

Responsible for the overall backend process of insurance operations including follow up for all insurance related pending tasks and coordinate with internal & external stakeholders to ensure smooth operations. Maintain all insurance data in effective manner and keep records of all important information.

Responsibilities

• Handling office work, phone calls including customer calls and communications like letter formulation, reports and compilation of minutes of meetings.
• Preparing presentations for important meetings, maintaining important files both in hard and soft form
• Compilation of data, using the data to draw logical conclusions etc.
• Record keeping and Data Management
• Follow up with insurance brokers for underwriting and claims pending tasks
• Incident reporting & Claim Intimation to broker.
• Initiate claim registration & surveyor appointment, spot survey, arrange documentation as per list of requirement (LOR), claim assessment & getting final survey report, receipt of discharge Voucher up to final amount
• Inclination towards learning Insurance concepts and active participation in various insurance matters

Experience:

• 0-3 years of experience, preferably in manufacturing industry.
• Working knowledge of Fire & burglary insurance
• Working knowledge insurance operations processes.
• Working knowledge in MS Office

Qualifications:

• Bachelor's degree in relevant field.
• Working knowledge of Microsoft Office
• Certification in Insurance from III – LIII (Good to have)

Competency:

• Knowledge of insurance process
• Interpersonal Skills
• Learning ability, team player

Key Accountabilities:

• Ensure proper data management
• Timely follow up for pending tasks
• Maintain policy copies and claim files accurately

KPIs:

• Proper record keeping and data management
• Ensure timely claim process and follow up at each stage of claim till the settlement of claim
• Timely follow up with brokers and insurance companies for all pending tasks
• Handle office work with responsibility and create minutes of meeting as and when required
• Learn new things related to insurance.
• Prepare repair estimate based on the incident reports.