Position: Process Associate

Location: Mohali

Roles & Responsibilities:

- Provide research and clerical support to determine whether insureds/customers qualify for insurance policies, or other financial services.
- Gather financial and statistical information and supply data onto rating mechanism provided by the client.
- Provide support and assistance to onshore team.
- Work with the insurance underwriting department by working on commercial and residential properties quotes using rating mechanism.
- Staff will assist with the completion of rates and premiums.
- Perform administrative duties regarding current and renewal accounts, risk assessments, loss runs, and loss ratings.
- Provide technical support to client in rating and policy processing procedures.
- Type, file, answer phone (Teams Calls), and assists brokers/customers and prospective customers.
- Gather, review,



and ensure the accuracy of information to determine proper processing for all segments of business.
- Perform various pre-underwriting activities for accounts, such as qualifying requests gather analyse data, selecting rates and forms for coverage, and entering info into database for pricing reporting.
- Basic knowledge of company insurance products; support underwriting and distribution activities.
- 1-2 years of insurance BPO/BPM experience preferred.
- Candidates with ready passport preferred.

Skills Required:

- Experience working with spreadsheets.
- Exhibit strong time management and problem solving skills.
- Excellent communication skills (Mandatory).
- Comfortable for both Day/Night shifts.

Qualifications:

Bachelor's Degree in any stream

📌 Process Associate (India)
🏢 Cogneesol
📍 India