Process Associate Insurance

Job Summary:

policy issuance, renewals, endorsements

Key Responsibilities:

Insurance Operations & Processing:

• Process

  new insurance business

  ,

  renewals

  , and

  endorsements

  .
• Work across key insurance categories such as:

• Home and Contents

• Private Motor

• Business Insurance

• Commercial Property

• Issue Certificates of Currency (COC) and other relevant policy documents.
• Follow up via email for pending documentation or clarifications.
• Maintain pre-renewal timelines and ensure accurate processing through insurance platforms.

Compliance & Documentation:

• Ensure documentation is in line with internal compliance policies.
• Assist in collecting and organizing basic compliance documents such as COC and LOA.
• Update records and trackers as per internal workflow requirements.

Software & Tools Exposure:

• Zoho CRM

  – policy and contact management

• Insight

  – for quoting and policy processing

• Outlook

  – professional email communication

• SharePoint

  – document access and storage
• Familiarity with

  Sunrise

  and

  SCTP

  platforms is a plus

Required Skills:

• Basic understanding of general insurance processes
• Good communication and email etiquette
• Attention to detail and ability to follow standard procedures
• Ability to manage time effectively and meet deadlines
• Willingness to learn and adapt in a team environment

Work Schedule:

• Full-time role as per company shift timings
• Adherence to company policies and task deadlines