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
Positive knowledge of MS Excel and MS Office.
Basic understanding of General Insurance and insurance policies.
Good communication and coordination skills.
Strong attention to detail.
Positive 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

Perks:
Flexible schedule
Provident Fund

Work Location: In person

📌 Back Office Assistant Paldi (India)
🏢 Clarion Insurance Broking Services
📍 India