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6 Job openings at Policy Planner Insurance Brokers Pvt Ltd
Renewal Executive

Fatimanagar, Pune, Maharashtra

2 years

INR 0.12 - 0.18 Lacs P.A.

On-site

Full Time

Job Summary: We are seeking dedicated and customer-focused individuals to join our Renewal Team . The primary responsibility is to manage and follow up on policy renewals , engage with clients, and ensure timely premium payments to avoid policy lapses. Key Responsibilities: Monitor and track upcoming policy renewals. Contact policyholders via calls, emails, or messages for premium reminders. Educate clients about benefits of renewing policies on time. Resolve client queries regarding renewal terms, premiums, or policy benefits. Collaborate with the sales and policy servicing teams to retain customers. Maintain accurate records of follow-ups, renewals, and feedback. Requirements: Bachelor’s degree or equivalent (preferred). Minimum 2 years of experience in insurance, tele calling, or customer service is an advantage. Good communication and persuasion skills. Proficient in using CRM tools or policy management systems. Ability to meet renewal targets and deadlines. Job Type: Full-time Pay: ₹12,000.00 - ₹18,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 9096044530

Telesales Executive

Hadapsar, Pune, Maharashtra

3 years

INR 0.12 - 0.15 Lacs P.A.

On-site

Full Time

Job Summary We are seeking a motivated and results-driven Tele sales Executive to promote and sell mutual fund products to retail and HNI (High Net-worth Individual) clients over the phone. The ideal candidate will have a strong understanding of financial products, excellent communication skills, and a passion for customer engagement and sales. Key Responsibilities Make outbound calls to potential and existing customers to promote and sell mutual fund schemes. Understand customer needs and recommend appropriate investment products based on their financial goals and risk profile. Explain mutual fund features, benefits, returns, and associated risks in a simple and convincing manner. Follow up with leads, maintain a sales pipeline, and ensure timely conversions. Handle customer queries related to mutual fund investments and provide accurate information. Meet or exceed daily/weekly/monthly sales targets and call volume KPIs. Maintain accurate records of customer interactions and sales using CRM software. Stay updated on market trends, mutual fund NAVs, and regulatory changes (SEBI/AMFI guidelines). Coordinate with internal teams (operations, compliance) for smooth client onboarding and investment processing. Required Qualifications Bachelor’s degree in Finance, Commerce, Business, or related field. 1–3 years of experience in tele sales, preferably in financial services or mutual funds. Good knowledge of mutual fund products and investment concepts. Excellent communication, persuasion, and interpersonal skills. Preferred Skills Proficiency in using CRM and MS Office (Excel, Word, etc.) Fluency in English and local/regional languages. Target-oriented mindset and resilience under pressure. Basic understanding of regulatory compliance in financial sales. Job Type: Full-time Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Language: Hindi (Preferred) English (Preferred) Work Location: In person

Claims & Endorsement Processor - insurance

Hadapsar, Pune, Maharashtra

3 years

INR 0.15 - 0.26 Lacs P.A.

On-site

Full Time

Department: Operations / Insurance Services Location: Fatimanagar, Pune Job Summary: The Claims & Endorsement Processor is responsible for handling insurance policy endorsements, processing claims documentation, verifying accuracy, and ensuring timely and compliant execution of customer service requests. This role requires attention to detail, familiarity with insurance products (such as health, life, or general insurance), and strong coordination with internal and external stakeholders. Key Responsibilities: Claims Processing: Receive, review, and validate insurance claims and supporting documents. Register claims in the system and assign them to the appropriate adjusters or examiners. Follow up with clients, hospitals, or internal departments to collect missing information. Ensure claims are processed in accordance with company policies and regulatory guidelines. Maintain accurate and up-to-date claim records and communication logs. Endorsement Processing: Process policy endorsements such as additions/deletions of members, corrections, change in sum insured, or coverage modifications. Validate documents submitted for endorsements and update policy records accordingly. Generate and issue updated policy documents and endorsement letters. Coordinate with underwriting and sales teams to ensure proper pricing and approvals. Customer Service & Coordination: Communicate professionally with clients, intermediaries, and insurers to resolve queries. Escalate complex or non-standard cases to appropriate departments. Support audits, reporting, and documentation as required. Required Skills & Qualifications: Bachelor’s degree in any discipline (preferred: commerce, business, insurance). 1–3 years of experience in insurance operations, preferably in claims or policy servicing. Knowledge of insurance products like GMC, GPA, GHI, etc. Strong computer skills (MS Office, Excel, policy administration systems). Good communication, time management, and problem-solving abilities. Office Timings - 9:30 to 6:30 Mon- Friday Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹26,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person

Office Boy

Hadapsar, Pune, Maharashtra

0 years

INR 1.44 - 1.8 Lacs P.A.

On-site

Full Time

Job Summary: The Office Boy at the E-Sheva Kendra plays a key supporting role in maintaining a clean, organized, and efficient environment for delivering citizen services. Responsibilities include assisting staff with administrative support, maintaining cleanliness, handling documents, and helping customers with basic directions or form-filling support when needed. Key Responsibilities: Maintain cleanliness and hygiene in the center, including waiting areas, counters, and staff rooms. Assist in organizing forms, documents, and office files for smooth service delivery. Help customers with basic guidance such as form locations, token systems, or general directions within the center. Provide water, tea, or refreshments to staff or visitors when required. Collect and deliver internal office documents to government departments or nearby centers (if necessary). Operate or assist with photocopying, printing, and scanning services under staff supervision. Ensure all desks and public areas are tidy and ready for daily operations. Help maintain stock of office and stationery supplies; notify admin for restocking. Support the team during high footfall or special camps/registration drives. Qualifications and Skills: Minimum graduation. Basic communication skills in local language and Hindi. Prior experience in a government service center or digital service point is a plus. Honest, polite, and respectful behavior, especially in public-facing environments. Ability to handle minor tasks independently and follow instructions. Job Types: Full-time, Permanent Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Health insurance Schedule: Day shift Work Location: In person

Back Office Executive

Hadapsar, Pune, Maharashtra

0 years

INR 0.96 - 1.8 Lacs P.A.

On-site

Full Time

Job Summary: The Back Office Assistant at the E-Seva Kendra is responsible for handling documentation, data entry, and administrative tasks related to the delivery of citizen-centric services. The role involves processing applications, maintaining records, coordinating with government portals, and ensuring the smooth functioning of backend operations. Key Responsibilities: Handle data entry of citizen details into government portals (e.g., Aadhaar, PAN, birth/death certificates, income/caste/residence certificates). Verify documents submitted by citizens and ensure proper filing and storage. Coordinate with front-desk staff to ensure timely processing of service requests. Maintain digital and physical records of applications and transactions. Assist in printing, scanning, and uploading of necessary documents. Track application status and provide backend support to respond to citizen inquiries. Generate receipts, acknowledgment slips, and reports as needed. Maintain cleanliness and orderliness of records, files, and digital storage systems. Ensure confidentiality and integrity of citizen data. Assist in internal coordination with government departments or service portals for issue resolution. Support during camps, drives, or special registration days. Qualifications and Skills: Minimum qualification Graduation preferred. Proficient in using computers and internet-based applications. Familiarity with government service portals (e.g., MeeSeva, CSC, UIDAI, DigiLocker, etc.). Good typing speed in English and local language (if applicable). Strong attention to detail and accuracy. Basic communication and interpersonal skills. Ability to handle sensitive data with integrity. Job Types: Full-time, Permanent Pay: ₹8,000.00 - ₹15,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person

Office boy

Hadapsar, Pune, Maharashtra

0 years

INR 1.44 - 1.8 Lacs P.A.

On-site

Full Time

Job Summary: The Office Boy will provide general support to ensure the smooth and efficient functioning of office operations. Responsibilities include serving refreshments, handling clerical tasks, maintaining cleanliness, and assisting staff with day-to-day operational needs. Key Responsibilities: Serve tea, coffee, water, and other refreshments to staff and guests. Keep the office premises clean and tidy, including workstations, meeting rooms, and pantry. Collect and distribute documents, files, and mail between departments or external offices. Assist with photocopying, scanning, printing, and binding of documents. Monitor and restock office supplies, stationery, and pantry items. Run official errands such as bank work, courier drop-off/pick-up, and other tasks assigned. Set up and prepare meeting rooms for conferences or staff meetings. Help in organizing and filing company records and documents. Provide basic support in organizing office events or employee activities. Perform other duties as assigned by management. Qualifications and Skills: Minimum qualification 12th Previous experience in a similar role preferred. Basic knowledge of office equipment (photocopier, scanner, printer). Good communication skills; polite and professional behavior. Punctual, honest, hardworking, and willing to learn. Ability to follow instructions and work independently. Two wheeler is mandatory Licence is mandatory Job Types: Full-time, Permanent Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Health insurance Schedule: Day shift Work Location: In person

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