- Process new insurance proposals, endorsements, renewals, and cancellations.
- Verify customer documents and ensure all required information is complete.
- Maintain accurate records of policies, customer details, and transactions.
- Coordinate with insurance companies for policy issuance, corrections, endorsements, and claims-related documentation.
- Track pending cases and follow up with insurers and internal teams.
- Prepare quotations and compare insurance plans as per customer requirements.
- Upload and update policy information in CRM/portal/software.
- Generate reports related to policy status, renewals, and operational MIS.
- Ensure compliance with company policies and insurance regulations.
- Handle customer queries related to policy documentation and processing.
- Maintain confidentiality of customer information and company data.
Required Skills:
- Excellent communication and coordination skills.
- Strong attention to detail and accuracy.
- Good knowledge of MS Excel, Word, and Outlook.
- Ability to manage multiple tasks and meet deadlines.
- Strong organizational and documentation skills.
- Basic understanding of insurance products and policy processes.
- Familiarity with CRM or insurance software will be an added advantage.
Job Type: Full time
Pay: ₹13,000.00 - ₹18,000.00 per month
Benefits:
- Health insurance
Ability to commute/relocate:
- Nirman Vihar, Delhi, Delhi: Reliably commute or planning to relocate before starting work (Preferred)