Prahlad Nagar, Ahmedabad, Gujarat
INR 2.4 - 3.0 Lacs P.A.
On-site
Full Time
About the Role We are seeking a detail-oriented and proactive Process Executive – Insurance Virtual Assistant to support our US-based insurance clients. The role involves managing client interactions, policy servicing, documentation, and administrative support to ensure smooth business operations for our clients in the insurance domain. Key Responsibilities Assist US insurance agents/agencies with day-to-day administrative and operational tasks. Handle policy servicing activities such as new policy creation, renewals, endorsements, cancellations, and reinstatements. Review, verify, and process insurance documentation with high accuracy. Communicate with clients via email, chat, or calls to resolve queries and provide required information. Maintain and update client records in CRM or agency management systems. Follow up with insurance carriers for status updates and required documentation. Generate quotes, proposals, and policy summaries as per client requirements. Ensure compliance with US insurance regulations, privacy policies, and company standards. Collaborate with internal teams to ensure timely delivery of services. Prepare and maintain reports for client accounts, claims, and operational metrics. Work Environment & Benefits Night shift (aligned to US business hours). Competitive salary and performance-based incentives. Opportunity to work with reputed US insurance clients. Professional growth and skill development programs. Job Types: Full-time, Fresher Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Food provided Paid time off Work Location: In person
India
INR 2.4 - 3.0 Lacs P.A.
On-site
Full Time
About the Role We are seeking a detail-oriented and proactive Process Executive – Insurance Virtual Assistant to support our US-based insurance clients. The role involves managing client interactions, policy servicing, documentation, and administrative support to ensure smooth business operations for our clients in the insurance domain. Key Responsibilities Assist US insurance agents/agencies with day-to-day administrative and operational tasks. Handle policy servicing activities such as new policy creation, renewals, endorsements, cancellations, and reinstatements. Review, verify, and process insurance documentation with high accuracy. Communicate with clients via email, chat, or calls to resolve queries and provide required information. Maintain and update client records in CRM or agency management systems. Follow up with insurance carriers for status updates and required documentation. Generate quotes, proposals, and policy summaries as per client requirements. Ensure compliance with US insurance regulations, privacy policies, and company standards. Collaborate with internal teams to ensure timely delivery of services. Prepare and maintain reports for client accounts, claims, and operational metrics. Work Environment & Benefits Night shift (aligned to US business hours). Competitive salary and performance-based incentives. Opportunity to work with reputed US insurance clients. Professional growth and skill development programs. Job Types: Full-time, Fresher Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Food provided Paid time off Work Location: In person
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