93 Policy Servicing Jobs - Page 2

Greetings!1 Urgent hiring at Jaipur Location - work from office. Having good experience in Life and Health, general insurance. Hands on experience in retail insurance. Ability to calculate the premium and understand the interest schemes and types of insurance. Good with testing Work with multiple stakeholders and ability to write the test cases. Good understanding of SDLC . Regards, Manish Ahirwar 9167376688

Primary Responsibilities: • Responsible for Quotes generation, Policy Issuance, Policy Cancellation / Endorsement issuance / Refunds etc. for all channels / products of respective branch within defined TATs. • Providing support for faster claim settlement in coordination with the respective stakeholders. • Ensuring 100% Policy Issuance through Policy Issuance Portal for respective branch as per defined TAT. • Supporting customers / PoSPs of respective branch in terms of timely resolution of their issues / concerns in coordination with respective stakeholders. • Following up with ICs / IT / HO Operations Team for timely resolution of raised tickets / issues of respective branch. • Establishing strong connect with insurance companies / hospital network / Garages / Mahindra eco system & other respective stakeholders.

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on baishali.teamlease@tataaia.com Mention applied post on Subject line.

Designation: Policy Admin -Senior Associate Insurance Operations Experience: 3 to 7 years Location: Trivandrum (Work from Office ) Qualification: Graduate Skill Required: Policy Administration, Policy Issuance, P&C insurance. Job Description: Relevant work experience in Insurance Policy admin, Property and Casualty Insurance Experience in Issuing policies as per instructions provided by UWs. Must have worked in work types such as New Business, Renewal, Endorsement, Cancelations etc. Experience Interacting with UW /Clients Handling mails and queries Good communication skills verbal & written Practical knowledge on usage of MS Office tool Interested candidates please share your CV to aparna.k-s@allianz.com Disclaimer : At Allianz, we believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We, the Allianz Services India family, welcome all applications from all regardless of gender identity and/or expression, sexual orientation, race or ethnicity, age, nationality, religion, disability, or philosophy of life

Responsibilities: * Manage back office operations with focus on MIS reporting * Ensure timely policy issuance & servicing compliance * Collaborate cross-functionally for process improvements * PoS documentation handling. Health insurance Provident fund Sales incentives Referral bonus

Key Responsibilities: Operations: Coordinate end-to-end policy issuance processes, including proposal form verification, documentation, and underwriting follow-ups. Maintain and update policy records in the system accurately and timely. Track renewal and endorsement schedules and ensure timely action. Handle premium reconciliation, payment follow-ups, and coordination with finance. Assist in the claim intimation process and documentation coordination. Client Servicing Support: Act as a support point for queries from clients related to policy coverage, endorsements, and claims. Prepare and share policy summaries, MIS reports, and renewal notices with clients. Follow up with internal teams and insurance companies for pending deliverables. Support in client onboarding, policy comparisons, and proposal presentations. Maintain service trackers, client folders, and communication logs. Required Skills & Competencies: Good knowledge of general / health/life insurance products & processes Strong communication and coordination skills Detail-oriented with good documentation handling MS Office proficiency (Excel, Word, PowerPoint) Customer-focused mindset with the ability to manage timelines Educational & Experience Requirements: Graduate / Postgraduate in any stream (Commerce or Insurance preferred) 13 years of experience in insurance operations or client servicing (brokerage or insurance company preferred) Only those candidates who are based in Ranchi can apply. Only female candidates are preferred. Looking for a candidate who can join immediately . Interested candidates can share their resume at susweta@salasarservices.com for instant application.

PDA reconciliations Training & inductions. Co-ordinating Audits. Handling refund processing. Cover note Management. HO Requirement and Mail Reverts. Walk-in register maintenance. Deficiency Follow-up. QC and POZ Daily. Portal Issues Coordination. System Slowness Tracking. Agri Policy Servicing. Rights Management. Web ID creation. Temp Receipt. Agency Licensing. Pre Policy Follow-up. NCB Recovery Letter. Endorsements. PDA reconciliation. TR Approvals. IT Calls and Bugs Requirement. Ensure Timely Dispatch and Archivals. Daily premium balancing and verification. MSO co-ordination & visit. Reconciliation of Floats & Temporary receipts. Weekly meeting with marketing team/partners. Online Payments. BG Recovery. BASS Attendance. Archival. Inter department co-ordination and Stakeholder Engagement. PIS Generation. Maintaining & signing Daily Premium Cash register. Following with Proc. Mandatory Skills: Good interpersonal skills and communication skills; MIS Reports Desirable Skills: - 1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills. 5.Should be aware of the Local language. Education/Qualification: Graduate/ Post Graduate

Policy Administration & Payouts Disbursements Endorsements Death Claims TPA(Third Party Administrator)

Job Summary Join our dynamic team as a Policy Servicing Specialist where you will leverage your expertise in MS Excel to enhance our operational efficiency. With a focus on Property & Casualty Insurance you will play a crucial role in ensuring accurate policy management. This hybrid role offers the flexibility of night shifts allowing you to balance work and personal commitments effectively. Responsibilities Manage and update policy records using advanced MS Excel techniques to ensure data accuracy and integrity. Collaborate with cross-functional teams to streamline policy servicing processes and improve overall efficiency. Analyze policy data to identify trends and provide actionable insights for process improvements. Ensure compliance with industry regulations and company policies in all policy servicing activities. Provide exceptional customer service by addressing policy-related inquiries and resolving issues promptly. Develop and maintain comprehensive documentation of policy servicing procedures for future reference. Assist in the preparation of reports and presentations for management review using MS Excel. Monitor policy changes and updates to ensure timely and accurate implementation. Support the team in achieving key performance indicators and service level agreements. Participate in training sessions to stay updated on industry trends and best practices. Contribute to the development of innovative solutions to enhance policy servicing operations. Utilize domain knowledge in Property & Casualty Insurance to provide valuable insights and recommendations. Foster a collaborative work environment by sharing knowledge and expertise with team members. Qualifications Demonstrate proficiency in MS Excel with the ability to perform complex data analysis and reporting. Possess a solid understanding of Property & Casualty Insurance principles and practices. Exhibit strong analytical and problem-solving skills to address policy servicing challenges. Display excellent communication skills to interact effectively with stakeholders. Show adaptability to work in a hybrid model with night shifts. Have a keen attention to detail to ensure accuracy in policy management. Certifications Required Microsoft Office Specialist: Excel Certification

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

Requirements: Minimum 1 year of BPO experience (international voice mandatory) Strong command over English (both verbal and written) Comfortable with rotational shifts Immediate joiners highly preferred Job Responsibilities: Handle inbound and outbound calls related to UK-based insurance queries Assist customers with policy details, renewals, claims, payments, and endorsements Verify customer information and update policy records accurately Educate customers about insurance terms, benefits, and processes Provide first-call resolution and reduce repeat call volumes Document customer interactions, transactions, and feedback properly in CRM tools Maintain confidentiality of customer data and adhere to GDPR guidelines Escalate complex issues to the appropriate department or supervisor Meet or exceed defined KPIs like AHT, CSAT, Quality Score, and Attendance Collaborate with team members to meet daily/monthly performance targets Participate in team huddles, training sessions, and quality improvement plans Stay up-to-date on UK insurance products, policy changes, and regulations

GREETINGS FROM PROBUS INSURANCE BROKER PVT. LTD.!! WE HAVE AN URGENT REQUIREMENT FOR BACKEND SALES SUPPORT/SALES COORDINATOR!!! Location: Mumbai Key Responsibilities: 1. Answers phone calls from customers and deals with problems as they arise 2. Takes sales information and puts it into an easily readable format 3. Follows up with customers to make sure that they are satisfied with a particular product 4. Makes sure that sales persons are on track with sales goals 5. Provides any necessary data or reports to the sales team 6. Exerts attention to detail, as customers may have the same problems; reports the problems as necessary 7. Arranges appointments with clients and sales team 8. Acknowledges customers by responding to emails, texts, and phone calls 9. Deals with any customer complaints and resolves the issue as necessary 10. Does any necessary administrative work, including filing reports or presenting sales team with necessary documents 11. Need to Co-ordinate with all the existing POS , support them with illustrations/quotations/logins/issuance , etc. Key Skills Required: Policy Issuance Coordination and Communication Quotation Preparation Preferred: Immediate joiners. If you have a strong background in insurance and are ready to take on this pivotal role, we'd love to hear from you! Apply today by: Emailing your resume to priyanka.n@probusinsurance.com

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Senior Manager, P&C Underwriting This role is critical as we push the client value agenda on end-to-end meaningful thinking for our clients to the next level. The consultative, external perspective that this team is expected to provide to the broader account teams will be very important to transform client operations For the candidates in this role - This role provides the opportunity of working across a range of challenges and client situations, interacting with the various operation teams and front-ending with clients. This will require candidates to be extremely self-driven, consultative and well networked with multiple functional teams in the organization as well as high on digital IQ. Responsibilities . Manage teams and service level targets. Providing mentorship to direct reports, comprised of Domain Experts and Assistant managers . Monitor, analyses and report on trends in the key underwriting performance drivers . Leading weekly/monthly/quarterly discussions on operations with stakeholders . Working with senior management and other peers for strategy development and execution planning . Thought leaders with deep domain expertise in areas of Underwriting Services, Risk Assessment & Policy Servicing . Gathering data requirements to understand needs and document functional and non-functional requirements . Reporting and analytics ability to create and present reports, analyze data, and monitor performance metrics . Analyzing current business processes and workflows, identifying areas for improvement and proposing innovative, tech-driven solutions . Maintaining regular key performance indicators (KPIs), and progress tracking . Collaborating with development teams to validate the delivered solutions against business requirements, ensuring high-quality output (using Power BI) . Maintaining dashboards that provide real-time insights into status, performance metrics, and key performance indicators (KPIs) . Experience in system integration, ensuring seamless data exchange and functionality between multiple systems or platforms . Ability to interpret data and generate insights for stakeholders to aid in decision-making Qualifications we seek in you! Minimum Qualifications . Graduation in any stream . Insurance knowledge and ability to understand and interpret Insurance terminology . Proficient with MS Excel, MS Word, MS PowerPoint, MS Access, Macros . Ability to do root-cause analysis for process gaps highlighted . Collaborative approach towards resolving the issues with partners & peers/sub-process areas . Ability to crunch data, possesses data driven & fact-based approach . Excellent communication - verbal and written . Good business acumen and understanding of business issues across focus sectors . Global perspective and understanding of insurance business marketplace . Project Management Skills . Lean and Six Sigma led transformation Preferred Qualifications/ Skills . Experience with digital tools in Insurance and/or in financial services space . Global Exposure . Digital deployment for large/ medium scale customers preferably in the Insurance domain . Judgment, personal effectiveness, team handling Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a %27starter kit,%27 paying to apply, or purchasing equipment or training.

Policy document dispatch portfolio with stakeholder’s management Implementation of the Digital Policy Bond dispatch, Bitly Link, email communications and Digi Locker System developments of NB and Dispatch New product UAT Testing w.r.t to NB Required Candidate profile He /She will be good in communication & interpersonal skills Carry 6-8 yrs of Insurance operations (NB exp will be preferred) Good exposure in handling transactions Internal Audit exp is a must

Data analysts collect and store data related to sales, market research, logistics, linguistics, or other behaviors. They bring their technical expertise, ensure the quality and accuracy of that data and process shape.

Role & responsibilities Responsible for managing client relationships with key decision makers Subject matter expert for partners and internal staff for the assigned product Addresses the gaps identified between client requirement & the service provided Ensure that the service is delivered in accordance with the agreed service level agreement Act as a point of contact for any escalation or feedback from clients Collaborate with the other functional Group to evaluate the product performance and to recommend Refinements and improvements in service performance Establish and maintain on-going partner relationships and anticipate and resolve potential problems of the client Announcements of new updates and upcoming events/meetings Manage account renewal, customer support escalation Ensure smooth support during renewal of account Excellent Communication Skills Good knowledge of MS Office

Role - Subject Matter Expert - P&C Insurance Job Summary The SME-Policy Servicing role involves managing and optimizing policy servicing processes within the Property & Casualty Insurance domain. The candidate will utilize their expertise in MS Office and English communication to enhance operational efficiency. This role requires night shift availability and focuses on delivering high-quality service without travel obligations. ESSENTIAL QUALIFICATION: Graduate with 4 - 9 years of overall experience Flexible to work from office and in night shift timings Excellent Communication skills in English, both verbal and written Min 4 years of Mandatory work exp - P&C Commercial Insurance preferably in Underwriting/ Policy Servicing/Claims/ Renewals Candidates who are Immediate joiners or with Notice Period of 30days are only preferred Candidates from in and around Chennai location are only preferred Responsibilities Manage policy servicing operations to ensure efficient and accurate processing of insurance policies. Collaborate with cross-functional teams to streamline policy servicing workflows and improve service delivery. Utilize MS Office tools to generate reports and analyze data for informed decision-making. Communicate effectively in English to liaise with stakeholders and resolve policy-related queries. Implement best practices in policy servicing to enhance customer satisfaction and operational excellence. Monitor policy servicing metrics to identify areas for improvement and drive continuous process enhancements. Provide training and support to team members to ensure adherence to policy servicing standards. Develop and maintain documentation for policy servicing processes to ensure compliance and consistency. Coordinate with IT teams to address system issues and optimize policy servicing software applications. Ensure timely and accurate updates to policy records and databases to maintain data integrity. Conduct regular audits of policy servicing activities to ensure compliance with industry regulations. Engage in problem-solving and troubleshooting to address policy servicing challenges effectively. Contribute to the development of strategic initiatives aimed at enhancing policy servicing capabilities. Qualifications Demonstrate proficiency in MS Office applications for efficient data management and reporting. Exhibit strong English communication skills to facilitate effective stakeholder interactions. Possess knowledge of Property & Casualty Insurance domain to understand industry-specific requirements. Show ability to work independently and collaboratively in a hybrid work model. Display adaptability to night shift schedules to meet business needs. Demonstrate attention to detail and accuracy in policy servicing tasks. Have experience in process improvement and optimization within insurance operations. Certifications Required Certification in MS Office applications is required. Certification in Property & Casualty Insurance is a plus.

Role - Senior Process Executive - P&C Insurance An Executive in the Data stream is responsible for transcribing information from a variety of sources into a standardized database system according to pre-defined rules. S/he has to ensure that all rules are followed in cleansing the data and the data is transferred accurately. When required, s/he will undergo supplemental or developmental training required on skills or processes. Although an individual contributor, s/he will be instrumental in ensuring harmonious working of the team. ESSENTIAL QUALIFICATION: Graduate with 1.5 year - 5 years of overall processing experience preferably in P&C insurance Flexible to work in night shift timings Excellent Communication skills in English, both verbal and written Min 1 year of Mandatory work exp - P&C Commercial Insurance preferably in Underwriting/ Policy Servicing/Claims/ Renewals Candidates who are Immediate joiners or with Notice Period of 30days are only preferred Candidates from in and around Chennai location are only preferred ESSENTIAL SKILLS/PERSONALITY TRAITS: Resources executing day to day activities of the engagement Prior experience of Back office, data management Strong analytical, logical and data management skills preferred Service Excellence orientation MS Office Skills Basic keyboarding skills and computer skills of data entry Personal effectiveness skills Prioritizes and tracks own activities Follows documented processes Documentation of own work on a daily basis Interpersonal skills Keeps own work aligned with teams requirements OPERATIONAL RESPONSIBILITY: Read shift preparatory notes, with specific reference to any process changes Timely Downloading of data files Check of data in files for correctness Enter data from files / images into the database system Rework data found to be inaccurate (either self check or other QC check) Record data relating to production statistics, end-user related notes, etc as appropriate Record attendance and time-sheet related data Compliant to Organizational Policy Validate own employment related records and update as necessary Undergo skill / process related training as required

GREETINGS FROM PROBUS INSURANCE BROKER PVT. LTD.!! WE HAVE AN URGENT REQUIREMENT FOR BACKEND SALES SUPPORT/SALES COORDINATOR!!! Location: Mumbai Key Responsibilities: 1. Answers phone calls from customers and deals with problems as they arise 2. Takes sales information and puts it into an easily readable format 3. Follows up with customers to make sure that they are satisfied with a particular product 4. Makes sure that sales persons are on track with sales goals 5. Provides any necessary data or reports to the sales team 6. Exerts attention to detail, as customers may have the same problems; reports the problems as necessary 7. Arranges appointments with clients and sales team 8. Acknowledges customers by responding to emails, texts, and phone calls 9. Deals with any customer complaints and resolves the issue as necessary 10. Does any necessary administrative work, including filing reports or presenting sales team with necessary documents 11. Need to Co-ordinate with all the existing POS , support them with illustrations/quotations/logins/issuance , etc. Key Skills Required: Policy Issuance Coordination and Communication Quotation Preparation Preferred: Immediate joiners. If you have a strong background in insurance and are ready to take on this pivotal role, we'd love to hear from you! Apply today by: Emailing your resume to disha.doshi@probusinsurance.com

We are looking for Executives/ Senior Executives (Underwriting Insurance Process) * Graduates with min 1 year of Experience * Candidates who have worked on Insurance (Policy setup / Policy cancellation / Endorsement / Policy issuance/ Quote/ Rating/ Workers compensation) * Immediate Joiners * Open to work in any shifts Interested candidates please walkin for the interview Mon- Fri 12 - 2

AXA Global Business Services (AXA GBS) is looking for an Team Lead / Associate Manager to lead and manage our dynamic team in Property & Casualty (P&C) Insurance domain. Location: Ecopolis Yelahanka, Bangalore Join By: June 30th, 2025 Key Responsibilities: Lead a team handling policy lifecycle activities: quotes, new business, mid-term adjustments, renewals, cancellations, and customer support via email/live chat. Ensure delivery of key performance metrics and maintain high-quality standards. Conduct VOC and error analysis to identify trends and drive improvements. Manage client relationships and ensure service excellence. Drive team development through training, performance appraisals, and career pathing. Implement process improvements and contribute to strategic initiatives. Key Skills & Experience: Mandatory: Expertise in P&C Insurance domain. 6 - 8 years of experience in Insurance Policy Servicing. Strong background in policy administration and servicing. Experience managing operations teams and working with digital platforms. Proficiency in MS Word, Excel, and PowerPoint. Excellent problem-solving, decision-making, and communication skills. Exposure to live chat/web chat processes is a plus. Send your CV to rujuta.agrawal@axa.com / judah.s@axa.com and dont forget to include your CTC and notice period and current location.

Role & responsibilities Ensure team members are visiting the customers place as per the schedule Monitor the team members activity in terms of volumes (documents collected) Review the queries received from the customer and the responses from the team members Help team members in resolving escalationsfrom customers Review the reports sent by the team members and take necessary actions (issues with respect to claim registrations) based on the report. Coordinate with front end team and help in getting the claims registered Conduct weekly/monthly one on one review with the team membersto understand their concerns and help simplify the process Review the claims dump along with front end team and take necessary action for IR raised, reopening the claims, dummy claims as appropriate Review the feedback received from the customers. Rework on the low ratings and identify the areas of improvement and implement process improvements Team management Review on the low C-SAT/D-SAT to improve the communication quality or process gap if any as per the clients understanding/requirement. Coordinate with internal/external stakeholders and other regions on the support needed for the client requirements, like helpdesk , wellness-related activity and more. Preferred candidate profile 3-5 years of experience in people management and customer service & 7-8 years of overall experience in service industry

To contact the insured for Underwriting referred proposals to procure the complete medical history using Audio and/or Video tools. To Follow up with customer for past medical records and/or relevant health documents Maintain end to end TAT / SLAs. Required Candidate profile Location – Bangalore Candidate must know to speak excellent English. CTC – Upto 3.5 LPA.

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations How to apply Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.