Posted:6 hours ago|
Platform:
Work from Office
Full Time
1. Meeting the clients
2. Arranging inspection, valuations etc . for the clients as and when needed .
3. Discussions on closure front like Revaluation /Indexing for valuation purpose for renewal fig . etc.
4. Making QCR with detail comparative & betterments. Submitting quote requests to the markets and meeting clients for closure.
5. Responsible for issuing appropriate binding documents and other Service related concerns .
6. Other VAS Value added services proposed as value add on
7. Follow up for policies copies and timely delivery to insured
8. Keeping track of required endorsements, installments etc. .
9. Monthly visit the client for purpose of mining and other requirements in mid year .
10. Submits coverage specifications, obtains quotes, and is responsible for the accuracy of programs
11. Ensuring the issue of Policy documents, confirming cover is as per agreed specs, and preparing a policy summary
12. To ensure that proper filing , accounting , MIS , and vetting is in place for the proposals closed with us .
smc insurance
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