- Prepare and process insurance quotations as per client requirements.
- Coordinate with insurance companies for quotation, premium details, policy issuance and endorsements.
- Collect and verify required customer documents and proposal forms.
- Process new policy issuance and ensure all details are accurately entered.
- Follow up with insurers for pending quotations, policies and required documents.
- Check policy documents for correctness of customer details, premium, coverage and policy terms.
- Maintain proper records of quotations, policies, renewals and other insurance documents.
- Coordinate with the sales/advisor team regarding quotation and policy requirements.
- Update daily transaction and policy status in Excel/internal systems.
- Handle policy-related queries and coordinate with concerned departments for resolution.




- Ensure timely completion of policy issuance and documentation.
- Maintain confidentiality and accuracy of customer information.

Required Skills

- Good knowledge of MS Excel and MS Office.
- Basic understanding of General Insurance and insurance policies.
- Good communication and coordination skills.
- Strong attention to detail.
- Good follow-up and documentation skills.
- Ability to manage multiple quotations and policy requests.
- Basic knowledge of email communication.
- Ability to work within timelines and handle work pressure.

Pay: ₹12,000.00 - ₹16,000.00 per month

Benefits:

- Adaptable schedule
- Provident Fund

Work Location: In person

📌 Back Office Assistant (India)
🏢 Clarion insurance broking services
📍 India