Process Associate - Insurance

Kalyan Business Solutions

1 - 6 years

4 Lacs

mohali

Posted:2 days ago| Platform:

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Skills Required

sharepoint policy issuance insurance processing sctp zoho crm gsm tcp m3ua sigtran customer service sccp pay training accounting insurance operations claims processing team leading recruitment ss7 linux banking process general insurance sip lte

Work Mode

Work from Office

Job Type

Full Time

Job Description

Department:

Reports To:

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

Schedule:

Day shift

Application Question(s):

Do you have experience in handling insurance processes for the Australia and New Zealand markets?

Education:

Bachelor's (Required)

Experience:

Insurance processing: 1 year (Required)

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