3 - 4 years
4 - 6 Lacs
Posted:Just now|
Platform:
Work from Office
Full Time
Job Overview - As an Insurance Operation Representative specially from corporate agent industry, your primary responsibility will be addressing inquiries, resolving issues, and providing accurate information regarding insurance policies, claims registration, Insurance Data entry and etc., you will serve as a liaison between the insurance company and our team. Roles & Responsibilities - 1. Accurate data entry of Insurance business by collecting and coordinate with Branches across India. 2. Work closely with Insurance companies and branches for day-to-day work like, quotation and claims registrations (as per the requirements) 3. Send monthly insurance renewal reminders to existing clients from the database and take report from Branches CS. 4. Reconciliation of commission received from various Insurance Partners. 5. Coordinating with partners for Monthly MIS. 6. Sharing timely & accurate MIS data with Finance department for generating tax invoices. 7. Follow up with clients/partner for payments against generated invoices. 8. Act as mediator between company and clients/partner. 9. Ensure all operational activities comply with internal policies, industry regulations (IRDAI guidelines), and legal requirements. Qualifications and Criteria: Bachelor's degree preferred with Advance Excel Knowledge. Previous experience in customer service, preferably in the insurance industry. Proficiency in using customer service software and Microsoft Office applications. IRDA certification will be the added advantage. Compensation & Benefits Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive. Group Health Insurance Benefits as per company policy.
Epsilon Money Mart
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