Branch Operations || Kotak Life Insurance|| Hyderabad Kotak Life Insurance

2.0 - 5.0 years

1 - 4 Lacs

hyderabad

Work from Office

Greeting from Kotak Life Insurance Interested candidate can share their cv on 6305323356 or Mail: Jayanth.panchagnula@kotak.com Job Title: Executive Group Insurance Operations (CSG) Job Description: We are looking for a detail-oriented professional to manage end-to-end operations of Group Insurance policies, including policy issuance, endorsements, premium calculations, underwriting coordination, and claims processing. Key Responsibilities: Manual premium calculation based on the benefit structure of the policy Preparation of Proforma Invoice and follow-up for client payments Follow-up for new business and renewal documents Policy conversion coordination and quality check of policy documents Sharing policy documents with brokers and clients Underwriting requirements follow-up and arranging medical check-ups Tracking medical reports and underwriting decisions Updating system records to accept or reject member coverage based on underwriting decisions Handling monthly endorsement data requests and performing data sanity checks Coordinating endorsement requests with Head Office and verifying premium summaries Sharing premium summaries with brokers/clients and ensuring correctness of premium charged Following up for PDF copies of endorsements and rated-up letters Sharing medical reports with employees post underwriting completion Handling gratuity requests and refund details after QC Sharing UTR details with clients for transactions Managing death claim process: locking member records, sharing document requirements, registering claims, and following up on settlement details Required Skills: Strong knowledge of Group Insurance Operations Familiarity with Policy Servicing, Endorsements, Premium Calculations, and Claims Processing Good coordination and follow-up skills with clients, brokers, and internal teams Proficiency in MS Excel and data management Strong attention to detail and process orientation Thanks, Jayanth

Posted 2 weeks ago

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Group Insurance Operations || Kotak Life Insurance Kotak Life Insurance

2.0 - 5.0 years

1 - 4 Lacs

bengaluru

Work from Office

Greeting from Kotak Life Insurance Interested candidate can share their cv on 8828395189 or Mail: kli.nishmitha-kotian@kotak.com Job Title: Executive Group Insurance Operations (CSG) Job Description: We are looking for a detail-oriented professional to manage end-to-end operations of Group Insurance policies, including policy issuance, endorsements, premium calculations, underwriting coordination, and claims processing. Key Responsibilities: Manual premium calculation based on the benefit structure of the policy Preparation of Proforma Invoice and follow-up for client payments Follow-up for new business and renewal documents Policy conversion coordination and quality check of policy documents Sharing policy documents with brokers and clients Underwriting requirements follow-up and arranging medical check-ups Tracking medical reports and underwriting decisions Updating system records to accept or reject member coverage based on underwriting decisions Handling monthly endorsement data requests and performing data sanity checks Coordinating endorsement requests with Head Office and verifying premium summaries Sharing premium summaries with brokers/clients and ensuring correctness of premium charged Following up for PDF copies of endorsements and rated-up letters Sharing medical reports with employees post underwriting completion Handling gratuity requests and refund details after QC Sharing UTR details with clients for transactions Managing death claim process: locking member records, sharing document requirements, registering claims, and following up on settlement details Required Skills: Strong knowledge of Group Insurance Operations Familiarity with Policy Servicing, Endorsements, Premium Calculations, and Claims Processing Good coordination and follow-up skills with clients, brokers, and internal teams Proficiency in MS Excel and data management Strong attention to detail and process orientation Thanks, Nishmitha.

Posted 2 weeks ago

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Senior Commercial Real Estate Underwriting Coordinator Wells Fargo

4.0 - 6.0 years

7 - 17 Lacs

Bengaluru

Work from Office

About this role: Wells Fargo is seeking a Senior Commercial Real Estate Underwriting Coordinator In this role, you will: Support the Commercial Real Estate Underwriting functional area in servicing, underwriting, and asset management Work with individuals in more experienced roles to understand client needs and coordinate efforts to service clients by working closely with different departments in the Commercial Real Estate Underwriting functional area Perform moderately complex administrative, transactional, operational, and customer support tasks related to Commercial Real Estate Underwriting functional area Review credit reports from borrowers and ensure collected data meets all the regulatory requirements Receive direction from supervisor to understand client needs and provide services to achieve customer satisfaction Interact with immediate team and functional area on daily operational activities Interact with external customers to understand their needs Required Qualifications: 4+ years of more experienced Commercial Real Estate Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Posted 1 month ago

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