314 Policy Servicing Jobs - Page 7

Greeting from Kotak Life Insurance Interested candidate can share their cv on 8828395189 or Mail: kli.nishmitha-kotian@kotak.com Job Title: Executive Group Insurance Operations (CSG) Job Description: We are looking for a detail-oriented professional to manage end-to-end operations of Group Insurance policies, including policy issuance, endorsements, premium calculations, underwriting coordination, and claims processing. Key Responsibilities: Manual premium calculation based on the benefit structure of the policy Preparation of Proforma Invoice and follow-up for client payments Follow-up for new business and renewal documents Policy conversion coordination and quality check of policy document...

1.Coordinate on policy renewals to ensure timely closure and retention of clients. 2.Prepare RFQ documents in coordination with insurers. 3.Cross sell & Upsell 4.Client Visit 5.Maintain and update sales trackers, proposals, and reports.

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.

The role requires you to conduct independent compliance-based process audits and reviews of internal department processes, procedures, and practices. Your primary responsibility will be ensuring adherence to all applicable IRDAI and other regulatory regulations, as well as internal policies and procedures related to insurance operations. This involves assessing compliance risks, identifying potential gaps, and recommending corrective actions to maintain a robust and compliant operational environment. Your key responsibilities will include planning, executing, and documenting compliance audits. You will need to evaluate the effectiveness of internal controls designed to ensure compliance with...

Requirements: Strong experience in UK pensions, UK workplace pensions, FCA, HMRC, TRP, SIPP, SSAS, drawdown, FSAVC, policy admin, or cash management Excellent communication & documentation skills Background in insurance, premium collection, payment processing, reconciliation, or account servicing Experience in transitions, SLA management, process excellence is a plus (for senior roles) People Management (for CL-09) Must be comfortable with UK shifts and working from office Contact Information (for Applications or Referrals): Email: sarthak@markmakers.in pranav@markmakers.co.in mohit@markmakers.co.in WhatsApp / Phone (Optional): +91-9711143040 +91-9625223228 +91-9599777266

Job Overview: We are seeking a strategic, domain-driven Solutions Architect / Pre-Sales Specialist with deep expertise in the US Insurance industry. This role is pivotal in designing and delivering transformative business solutions across Commercial Lines (CL), Personal Lines (PL), Employee Benefits (EB), and carrier ecosystems. The ideal candidate will possess a strong understanding of the Broker Value Chain, insurance operations, and regulatory frameorks, and will be adept at articulating value-driven solutions to enterprise clients in the US BFSI (Insurance) sector. Key Responsibilities: Analyze insurance operations across CL, PL, and EB to identify opportunities for process optimization ...

AXA Global Business Services (AXA GBS) is looking for an Team Lead to manage our dynamic team in Property & Casualty (P&C) Insurance domain. Location: Ecopolis Yelahanka, Bangalore Join By: Immediate Key Responsibilities: Lead a team handling policy lifecycle activity: 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 imp...

Role & responsibilities Conduct technical analysis of insurance proposals across Fire, Marine, Engineering, CAR, EAR, Liability, and GMC lines Liaise with insurance companies for quotes, placement, and policy issuance Negotiate and bargain with insurers to ensure best terms for clients Provide technical training and guidance to team members Ensure timely preparation and submission of quotes (TAT adherence) Handle placement of new business and manage renewals proactively Support client servicing with technical expertise and risk assessment Maintain strong industry relationships to facilitate smooth placement of business Preferred candidate profile Graduate / Post Graduate with specialization ...

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branc...

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branc...

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branc...

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branc...

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branc...

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branc...

You will have the responsibility of taking complete ownership of post payment cases assigned to you and to ensure smooth customer experience.

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.

We are looking for a candidate with strong domain expertise in life insurance, preferably with experience in Indian or US life insurance products Role- Senior Consultant Location- Hyderabad, Bangalore, Gurgaon, Pune, Chennai Experience-5-8 Years Education-BE/BTech(Fulltime) Notice Period-0-30 Days Must Have skills: 5 to 8 years as business analysis, exp on compliance, taxation rules and its impact on Policy servicing ,LOMA certification is a plus Job Description, Experience in Requirement elicitation, business analysis Must have completed LOMA certification Must have US Insurance domain knowledge on Life Insurance Group. Should have experience on at least one Policy administration system (Va...

To manage Group Health and Group Personal Accident quotes / referrals Maintain underwriting process consistency and adherence for better TAT for quote submission and issue resolution relating to Group A&H. System Requirement gathering, UAT and co-ordination with IT team for development of Health products Providing Underwriting inputs in Product Development & revision for Group Policies Coordinating with Operations and Claims for Inception, Policy Servicing and Claims settlement Coordination with local sales team in understanding and developing the risk profile of group policies for underwriting within the set guidelines. To analyse and review the portfolio. To work on renewals To develop wor...

At Liberty Mutual, progress happens when individuals feel secure. By offering protection for the unexpected and delivering it with care, we assist people in embracing today and confidently pursuing tomorrow. Liberty Mutual has been in business since 1912 and is headquartered in Boston. As the fifth largest global property and casualty insurer based on 2022 gross written premium, we also hold the 86th position on the Fortune 100 list of largest corporations in the US based on 2022 revenue. With an annual consolidated revenue of $50 billion as of December 31, 2022, we operate in 29 countries and economies worldwide, employing over 50,000 individuals. Our comprehensive range of insurance produc...

You have an opportunity to participate in a Walkin Drive on 9th Aug at Location: International Airport Road, Amruthahalli, Kodigehalli Gate, Hebbal, Bangalore 560092. With over 7 years of experience in Property & Casualty Insurance, you possess a solid understanding of underwriting, claims, and policy servicing processes. In addition, you have 2+ years of team handling experience, where you excelled in managing performance, mentoring team members, and allocating daily tasks efficiently. Your expertise extends to Process Management, including proficiency in MIS reporting, monitoring team Key Performance Indicators (KPIs), and driving operational excellence. Your background in the BPO/KPO indu...

You have an opportunity to join a reputable organization with a walk-in drive scheduled on 9th Aug at Location: International Airport Road, Amruthahalli, Kodigehalli Gate, Hebbal, Bangalore 560092. With over 7 years of experience in Property & Casualty Insurance, you possess a strong understanding of underwriting, claims, and policy servicing processes. Your 2+ years of team handling experience have equipped you with the skills to effectively manage performance, mentor team members, and allocate daily tasks. Your expertise lies in Process Management, where you excel in tasks such as MIS reporting, monitoring team KPIs, and driving operational excellence. Having a solid background in the BPO/...

The role of a Non-EB claims supporting staff in the insurance industry involves assisting in the management of claims that do not pertain to employee benefits (EB). These claims encompass a variety of general insurance categories such as property, engineering, marine, liability, and other miscellaneous lines of insurance. As part of the supporting team, you may be responsible for tasks including claims processing, policy servicing, and other related duties. This is a full-time and permanent position with benefits that include cell phone reimbursement, health insurance, paid sick time, and Provident Fund. Proficiency in English is preferred for effective communication within the team and with...

As a strategic and domain-driven Solutions Architect/Pre-Sales Specialist with expertise in the US Insurance industry, your role will involve designing and implementing transformative business solutions across commercial lines, personal lines, employee benefits, and carrier ecosystems. You will be responsible for analyzing insurance operations, supporting the sales team in solution design, engaging with clients to understand challenges, and creating solution blueprints and process flows. You will also be involved in presenting insurance-specific solutions during pre-sales engagements and translating domain needs into functional specifications. To excel in this role, you should hold a Bachelo...

As a Financial Planner, you will play a crucial role in advising clients on suitable life insurance plans based on their financial goals. Your responsibilities will include assisting with policy issuance, endorsements, and servicing. You will also be responsible for managing policy renewals, sending timely reminders, and maintaining accurate client documentation to ensure compliance with IRDAI regulations. With 13 years of experience in life insurance/advisory, you are expected to have a good knowledge of insurance products and documentation. Strong communication and follow-up skills are essential for building long-term client relationships for financial planning. This is a full-time positio...

???? We&aposre Hiring: Corporate Sales Manager Mumbai ???? PIB Insurance Brokers Private Ltd. ???? Full-Time | Immediate Joiners Preferred Are you passionate about building strong business relationships and driving high-impact sales strategies in the insurance sector PIB Insurance Brokers Pvt. Ltd. is seeking a dynamic and result-oriented Corporate Sales Manager to lead our growth initiatives in Mumbai. ???? About the Role: As a Corporate Sales Manager, you will lead client acquisition, relationship management, and strategic account growth within Mumbai. Your role will directly contribute to expanding PIBs corporate portfolio and strengthening our presence in the health and general insurance...