Company Description PolicyBoss.com is a fast-growing insurtech company in India, with over two decades of experience and a strong growth trajectory. The company operates through a broker distribution network of more than 30 offices across 25 cities and a partner network of over 800 locations, serving around 5 million customers. PolicyBoss.com has achieved significant business scale, including premium collections exceeding Rs. 1,000 crore in FY22 and investment from US-based private equity firm TPG Growth.

The company focuses on transforming the insurance experience through a consultative approach, simple and transparent processes, and a robust technology framework. Its goal is to provide customers with hassle-free, spam-free insurance interactions supported by trusted advisors.

Role Description This is a full-time, on-site Onboarding Specialist role based in Kurla.

The Onboarding

Specialist will guide new customers through the end-to-end onboarding process, ensuring that all required documentation, information, and system entries are accurate and complete. The role includes coordinating with internal teams to set up policies, resolving onboarding-related queries, and providing clear, timely communication to customers and partners.

The Onboarding

Specialist will monitor onboarding progress,



identify bottlenecks, and use data to improve process efficiency and customer experience. This position requires consistent collaboration with sales, operations, and support teams to deliver a seamless start-to-finish onboarding journey.

Qualifications Strong interpersonal skills and the ability to build trust-based relationships with customers and internal stakeholders.

Experience in customer onboarding or client onboarding, preferably within insurance, financial services, or a technology-driven workplace.

Demonstrated analytical skills to interpret data, track onboarding metrics, and identify process improvements.

Excellent communication skills, including clear verbal and written communication and active listening.

Attention to detail, strong organizational skills, and the ability to manage multiple onboarding cases simultaneously.

Comfort with using CRM or onboarding platforms and basic proficiency with MS Office or similar tools.

Bachelor’s degree in business, finance, communications, or a related field; relevant experience may be considered in lieu of formal education.

Prior experience in insurtech, insurance brokerage, or customer success is an advantage.

📌 Onboarding Specialist (Kurla)
🏢 PolicyBoss
📍 Kurla