Finnovate is a holistic financial
planning and wealth advisory platform. We are passionate about transforming
the way Indians get personal finance advice. Our team is dedicated to
providing comprehensive financial solutions that cater to the unique needs of
our clients.
Location:
Mumbai
Employment Type:
Part time
(6 hours)
Key Responsibilities:
Key
Responsibilities:
Client
Renewal Data Management
Maintain
and update insurance renewal data in the system on a daily basis.
Client
Calling & Follow-Up
Contact
clients for renewal reminders and take timely follow-ups.
Ensure
proper calling records and follow-up status are updated.
System
Updates for Renewal Status
Update
the system with “Renewal Done / Not Done” status for each client.
Email
Reminders for Renewals
Send
renewal reminder emails before due dates.
Send
1st, 2nd & 3rd reminders through email and follow-up calls.
Follow-Up
During Grace Period
Post
due date, follow up with clients during the grace period to avoid
policy lapse.
Check
renewal status on the system and coordinate with the Insurance RM to
confirm payment updates.
Support
in Insurance Client Onboarding
Assist
in onboarding recent insurance clients through Wadmin & LMS portals.
Other
Insurance-Related Tasks
Fill
out service forms, insurance-related documentation, and any additional
operational support tasks.
Qualification & Skills:
· Valuable communication skills (verbal and
written) for client calling and email follow-ups.
· Comfortable with telecalling and follow-up coordination.
· Basic computer proficiency – MS Excel,
email handling, and data entry.
· Ability to maintain accurate records and update systems on a
daily basis.
· Time
management skills to handle daily follow-ups and reminders efficiently.