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PeakAlpha Investment Services Pvt. Ltd logo

Senior Executive - Insurance Operations

2 - 4 years

4 - 8 Lacs

Bengaluru

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Insurance operations Excel Wealth management Database management Focus Financial planning Management Senior Insurance Executive SEBI

Work Mode

Work from Office

Job Type

Full Time

Job Description

Manage end-to-end insurance application fulfilment by logging in all policy requirements during the login process Follow-up with clients on approval and related documentation Follow-up with the respective insurers if any challenges arise Ensure follow-up and renewal of policies before the due date Accomplish predetermined interactions with clients and insurer providers Manage service-related queries and resolution withing the turnaround time Attend the meetings with Seniors / Directors and submit regular progress on insurance Be part of the insurer s meetings and events if and when required Maintain and present daily/weekly and fortnightly trackers and monthly tasks of the insurance tasks Database management and maintenance of report in accordance with the process Qualifications 2-4yrs of experience specifically in the insurance domain Required Skills Good communication, interpersonal and listening skills Proficient in MS Excel High attention to detail and proven ability to manage multiple, competing priorities simultaneously Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively Ability to engage with people and build deep and high-quality relationships Ability to communicate in any of the vernacular languages (Kannada, Hindi, Tamil, etc) will be an added advantage Growth and learning opportunities, working with the best subject matter experts in the industry A culture high on ethics and people focus, with opportunities for growth and development Competitive remuneration

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PeakAlpha Investment Services Pvt. Ltd
PeakAlpha Investment Services Pvt. Ltd
www.peakalpha.com

Financial Services

Mumbai

50-100 Employees

2 Jobs

    Key People

  • Rohit Verma

    CEO

  • Sonia Gupta

    CFO

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