Insurance Audit

0 - 1 years

0 - 1 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary

Responsibilities:

  • Formulate life insurance policy surrender process for sales fraternity.
  • Provide relevant documentation for Surrender process across sales functions.
  • Accompany the Client/RM to various insurance companies to surrender document submission.
  • Preparing MIS for documents submitted and processed.

Functional / Technical Skills

  • Understanding the insurer wise surrender process.
  • Basic Knowledge of Life Insurance Industry.
  • Basic understanding of documentation process.
  • Intermediate skills of MS Excel and PowerPoint.

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AnandRathi logo
AnandRathi

Financial Services

Mumbai

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