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Intern Branch Operations

Intern Branch Operations

Finnovate

0 - 2 years

2 - 4 Lacs

mumbai

Posted:1 week ago| Platform:

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Skills Required

insurance operational support accounts payable data management documentation client onboarding coordination sql excel branch operations operations tally erp writing email handling financial planning data entry powerpoint communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Client Renewal Data Management Maintain and update insurance renewal data in the system on a daily basis Client Calling & Follow-Up Contact clients for renewal reminders and take timely follow-ups Ensure proper calling records and follow-up status are updated System Updates for Renewal Status Update the system with Renewal Done / Not Done status for each client Email Reminders for Renewals Send renewal reminder emails before due dates Send 1st, 2nd & 3rd reminders through email and follow-up calls Follow-Up During Grace Period Post due date, follow up with clients during the grace period to avoid policy lapse Check renewal status on the system and coordinate with the Insurance RM to confirm payment updates Support in Insurance Client Onboarding Assist in onboarding new insurance clients through Wadmin & LMS portals Other Insurance-Related Tasks Fill out service forms, insurance-related documentation, and any additional operational support tasks Qualification & Skills Good communication skills (verbal and written) for client calling and email follow-ups Comfortable with telecalling and follow-up coordination Basic computer proficiency MS Excel, email handling, and data entry Ability to maintain accurate records and update systems on a daily basis Time management skills to handle daily follow-ups and reminders efficiently Working Days Monday to Saturday (2nd & 4th Sats are off) Working Time 30am to 5 30 am to 6 (Employees working on Sundays are eligible for 1 comp off)

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Intern Branch Operations