Position: Insurance Coordinator
Department: General Insurance
Location: Kolkata (or as per company requirement)
Industry: Stock Broking / Financial Services / Insurance Broking
Experience: 25 Years
Employment Type: Full-Time

Job Summary

We are looking for a proactive and detail-oriented Insurance Coordinator to support the General Insurance team by ensuring smooth coordination between clients, insurers, internal departments, and sales teams. The role involves policy issuance, renewals, endorsements, claims coordination, documentation, and maintaining excellent client service standards.

Key Responsibilities

- Coordinate with insurance companies for policy issuance, endorsements, renewals, and cancellations.
- Follow up with clients for required documents, premium payments, and KYC compliance.
- Ensure timely issuance and delivery of insurance policies.
- Maintain and update client records, policy details, and MIS reports.
- Coordinate with sales, operations, and finance teams for seamless policy processing.
- Track policy renewal dates and ensure timely renewal follow-ups.
- Assist clients with policy-related queries and provide prompt resolutions.
- Coordinate and support the claims process by liaising with insurers and clients.
- Verify policy documents for accuracy before dispatch.
- Prepare daily, weekly, and monthly reports on policy issuance, renewals, pending cases, and claims.
- Ensure compliance with IRDAI guidelines and company policies.
- Build and maintain strong relationships with insurance company representatives.

Required Skills

- Positive knowledge of General Insurance products (Motor, Health, Property, Marine, Liability, etc.).




- Strong communication and interpersonal skills.
- Excellent coordination and follow-up abilities.
- Good knowledge of MS Excel, Word, and Outlook.
- Ability to manage multiple tasks and work under deadlines.
- Strong organisational and documentation skills.
- Customer-centric approach with problem-solving ability.

Qualifications

- Bachelor's degree in Commerce, Business Administration, Finance, or a related field.
- 2–5 years of experience in General Insurance coordination, operations, or policy servicing.
- Experience in an insurance broking company or insurance company will be preferred.
- Knowledge of insurance portals and policy management systems will be an added advantage.

Preferred Candidate Profile

- Experience in handling policy issuance, endorsements, renewals, and claims.
- Familiarity with insurer portals and documentation processes.
- High level of accuracy and attention to detail.
- Ability to work independently as well as collaboratively with cross-functional teams.
- Strong client relationship management skills.

Key Performance Indicators (KPIs)

- Timely policy issuance and servicing.
- Renewal conversion ratio.
- Accuracy of documentation and MIS.
- Turnaround time (TAT) for endorsements and policy processing.
- Client satisfaction and query resolution.
- Claims coordination efficiency.
- Compliance with regulatory and internal processes.

What We Offer

- Competitive salary and performance incentives.
- Opportunity to work with a leading financial services and insurance broking organisation.
- Career growth and learning opportunities.
- Supportive and collaborative work environment.

📌 Insurance Coordinator (West Bengal)
🏢 Eureka Stock And Share Broking Services
📍 West Bengal