Job
Description
Job Title: Senior Process Associate - Insurance Department: Insurance Location: Mohali Reports To: Team Lead/Manager Job Summary: The Senior Process Associate - Insurance is responsible for handling end-to-end insurance operations, including client and underwriter communication, processing insurance policies, renewals, claims, compliance, and endorsements. The candidate must possess in-depth knowledge of various insurance classes and domains while ensuring smooth operations and adherence to compliance standards. Key Responsibilities: Client and Underwriter Communication: Engage in proactive communication with clients and underwriters to ensure smooth deal closures. Provide necessary clarifications on policies, coverage, and compliance requirements. Address and resolve queries related to insurance covers and claims. Insurance Operations & Processing: Handle new business, renewals, claims, compliance, and endorsements. Work across multiple insurance classes, including: Domestic Lines: Home and Contents, Landlord, Private Motor. Commercial Lines: Liability, Business Insurance, Motor Trades Pack, Commercial Property, Strata Insurance, Annual Construction, Event Liability, Combined PI/PL, Plant and Equipment. Transport Lines: Light Commercial, Heavy Commercial Motor, Motor Fleet, Marine. Process policies and quotes through multiple platforms (Manual, SCTP, Sunrise). Ensure compliance with pre-renewal timelines, Certificates of Currency (COC), and other documentation. Send necessary emails and follow-ups with underwriters and clients. Compliance & Documentation: Ensure adherence to compliance requirements and documentation standards. Handle compliance-related documents such as: Risk assessments, compliance docs, PF, BF, LOA, Exclusions, TMD, Stamp Duty, Exemption Declaration. Verify and update compliance sheets as per the team’s workflow. Mandatory Knowledge Requirements: Australian Market: States, Postcodes, Mobile and Landline Formats, ABN Types, ACN, Trust. Insurance Jargon: Risk, Compliance docs, Deductible, Peril, Comprehensive, Accidental Damage, Endorsement, Insured, and more. Software & Tools Expertise: Zoho: Contact, Account, Policy, Occupation, Underwriter, UW Contact, Template Emails. Insight: Adding clients, quoting, take-up business, selecting classes, Sunrise, SCTP, manual processing. SharePoint: Document storage and retrieval. Outlook: Email signatures, folder management, professional email communication. Formatting & Processing: Insight Quotes & Policies, SCTP, Sunrise, and Manual Processing. Skills & Competencies: Strong communication and interpersonal skills. Ability to multitask and manage multiple cases simultaneously. Attention to detail and problem-solving ability. Proficiency in insurance software and Microsoft Office Suite. Strong understanding of Australian insurance regulations and compliance. Team-oriented mindset with a proactive approach. Work Schedule & Expectations: Full-time position with assigned working hours as per company policy. Ability to meet deadlines and manage workflow efficiently. Adherence to company policies and compliance standards. Job Type: Full-time Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Food provided Health insurance Schedule: Monday to Friday Morning shift Weekend availability Supplemental Pay: Performance bonus Shift allowance Yearly bonus Work Location: In person Speak with the employer +91 9815301351
