Process Associate - Insurance

As a Process Associate in the Insurance department based in Mohali, you will be responsible for various insurance-related processing tasks, including policy issuance, renewals, endorsements, and basic client coordination. Your primary tasks will involve working with insurance documentation, ensuring compliance timelines, and accurate data entry across systems. Key Responsibilities: - Process new insurance business, renewals, and endorsements in categories such as Home and Contents, Private Motor, Business Insurance, and Commercial Property. - Issue Certificates of Currency (COC) and relevant policy documents. - Follow up via email for pending documentation or clarifications. - Maintain pre-renewal timelines and ensure accurate processing on insurance platforms. Compliance & Documentation: - Ensure documentation aligns with internal compliance policies. - Assist in collecting and organizing basic compliance documents like COC and LOA. - Update records and trackers following internal workflow requirements. Software & Tools Exposure: - Zoho CRM for policy and contact management. - Insight for quoting and policy processing. - Outlook for professional email communication. - SharePoint for document access and storage. - Familiarity with Sunrise and SCTP platforms is advantageous. Required Skills: - Basic understanding of general insurance processes. - Good communication and email etiquette. - Attention to detail and adherence to standard procedures. - Effective time management to meet deadlines. - Willingness to learn and adapt within a team environment. Work Schedule: - Full-time role following company shift timings. - Adherence to company policies and task deadlines. Education: - Bachelor's degree is preferred. Experience: - Minimum 1 year of experience as a Process Associate in Insurance is required. (Note: No additional details about the company were provided in the job description),