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2 Insurance Documents Jobs

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0.0 - 4.0 years

0 Lacs

hyderabad, telangana

On-site

About H.E. Services: At H.E. Services" dynamic tech center in Hyderabad, you will have the opportunity to contribute to technological innovation for Holman Automotive, a prominent American fleet management and automotive services company. The primary objective is to continue investing in people, processes, and infrastructure to support our customers and pioneer new tech solutions. Holman has achieved significant milestones over its first century in business. The automotive markets Holman caters to encompass fleet management and leasing, vehicle fabrication and upfitting, component manufacturing and productivity solutions, powertrain distribution and logistics services, commercial and personal insurance and risk management, and retail automotive sales as a key player in the largest privately owned dealership groups in the United States. Join our team and be a part of the transformative journey shaping Holman's operations towards a more efficient, data-driven, and customer-centric future. Roles & Responsibilities: - Providing technical support to internal clients in relation to the placement and servicing of Personal Insurance coverage. - Executing policy changes, generating insurance documents and certificates, and handling other service requests. - Assisting in quoting activities by utilizing our comparative rater, Epic Quotes. - Managing the organization, scanning, and electronic filing of necessary insurance policy documents. - Supporting the support team in policy audits, data uploads/downloads from carrier sites, and aiding in retention efforts. - Completing administrative duties as assigned, such as responding to emails, electronic filing, mail sorting and distribution, carrier communications, preparing reports for management, assisting the finance and accounting team with assigned tasks. Education and / or Training: - Completion of a four-year college degree or equivalent experience as defined by department management. - Possession of a Property & Casualty Insurance License. Relevant Work Experience: - Previous experience in Property and Casualty insurance is preferred but not mandatory. Planning / Organizing / Managerial Knowledge: - Preferential consideration for candidates holding an insurance license or capable of passing state licensing exams for both Property and Casualty. - Highly organized individuals with a strong focus on task follow-up. - Emphasis on continuous learning and personal development. - Proficiency in using the Agency Management System, including participation in training sessions and independent study. Communicating & Influencing Skills: - Goal-oriented, self-motivated individuals with a sense of individual accountability and a collaborative team spirit. - Ability to build meaningful relationships with business partners and colleagues within the insurance operation. - Strong written and verbal communication skills. Note: Familiarity with Sales Force, Applied Epic, Canopy Connect is a plus.,

Posted 6 days ago

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2 - 3 years

2 - 5 Lacs

Goregaon

Work from Office

Role & responsibilities Preparing custom documents Generate accurate and complete custom documents, including invoices, packing lists, non-hazardous declarations, Certificates of Origin (COO), SCOMET documents, Export Value Declaration (EVD), insurance documents, Bill of Lading (BL) draft confirmation, and checklist confirmation. Track and maintain the Directorate General of Foreign Trade (DGFT) bank realization statement after each shipment. Ensure timely updates and documentation related to bank realizations. Resolving of legal and documentation queries Coordination with Bank Verification of Puchase Orders, Order Acceptance .Letter of Credit etc. Preparation of Commercial Invoices.

Posted 2 months ago

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