Company Description
Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform dedicated to simplifying investment journeys. By leveraging advanced technology, the platform provides unbiased and research-driven investment guidance tailored to individual financial goals, risk tolerance, and timelines. Moneyfrog offers a comprehensive suite of services, including investment tracking, customized solutions, online transaction execution, and regular portfolio reviews to adapt to changing market conditions. As a regulator-certified distributor in India, Moneyfrog serves HNI, affluent, and NRI clients, delivering reliable and lifelong financial solutions.
Role Description
This is a full-time in office role for an Insurance Coordinator located in Mumbai. The Insurance Coordinator will be responsible for managing insurance policies, assisting clients with health and financial coverage, and addressing insurance-related queries.
The role includes supporting customers in filing insurance claims, ensuring proper documentation, and liaising with insurance providers for timely resolution. Excellent customer service and effective communication will be key to performing various day-to-day tasks successfully.
Qualifications
Proficiency in Insurance processes, including managing and handling Insurance Claims and Health Insurance
Strong Customer Service and Communication skills to effectively assist and support clients
Attention to detail and organizational skills for accurate documentation and policy handling
Ability to work collaboratively in a team environment and resolve client concerns effectively
Understanding of the financial services industry is a plus
Bachelor's degree in Finance, Business Administration, or a related field is preferred