Process Associate

About the Role

We are seeking a detail-oriented and proactive Process Executive – Insurance Virtual Assistant to support our US-based insurance clients. The role involves managing client interactions, policy servicing, documentation, and administrative support to ensure smooth business operations for our clients in the insurance domain.

Key Responsibilities

• Assist US insurance agents/agencies with day-to-day administrative and operational tasks.
• Handle policy servicing activities such as new policy creation, renewals, endorsements, cancellations, and reinstatements.
• Review, verify, and process insurance documentation with high accuracy.
• Communicate with clients via email, chat, or calls to resolve queries and provide required information.
• Maintain and update client records in CRM or agency management systems.
• Follow up with insurance carriers for status updates and required documentation.
• Generate quotes, proposals, and policy summaries as per client requirements.
• Ensure compliance with US insurance regulations, privacy policies, and company standards.
• Collaborate with internal teams to ensure timely delivery of services.
• Prepare and maintain reports for client accounts, claims, and operational metrics.

Work Environment & Benefits

• Night shift (aligned to US business hours).
• Competitive salary and performance-based incentives.
• Opportunity to work with reputed US insurance clients.
• Professional growth and skill development programs.

Job Types: Full-time, Fresher

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Food provided
• Paid time off

Work Location: In person