Senior Executive - Insurance

About Us

People are at the center of what we do because money ultimately must work for people and help them realize their goals.

With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families, and individuals. 

PeakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.

Job Location – Bangalore (Hybrid)

Reporting to – Senior Manage AVP

Key Responsibilities –

• 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 -

• Graduate any discipline
• 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

Benefits -

• 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

**Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory! **

***We are an Equal opportunity employer***