Key Responsibilities:
Process recent insurance proposals, endorsements, renewals, and cancellations.
Verify customer documents and ensure all required information is complete.
Maintain accurate records of policies, customer details, and transactions.
Coordinate with insurance companies for policy issuance, corrections, endorsements, and claims-related documentation.
Track pending cases and follow up with insurers and internal teams.
Prepare quotations and compare insurance plans as per customer requirements.
Upload and update policy information in CRM/portal/software.
Generate reports related to policy status, renewals, and operational MIS.
Ensure compliance with company policies and insurance regulations.
Handle customer queries related to policy documentation and processing.
Maintain confidentiality of customer information and company data.

Required Skills:
Excellent communication and coordination skills.




Strong attention to detail and accuracy.
Valuable knowledge of MS Excel, Word, and Outlook.
Ability to manage multiple tasks and meet deadlines.
Strong organizational and documentation skills.
Basic understanding of insurance products and policy processes.
Familiarity with CRM or insurance software will be an added advantage.

Job Type: Full-time

Pay: ₹13,000.00 - ₹18,000.00 per month

Perks:
Health insurance

Ability to commute/relocate:
Nirman Vihar, Delhi, Delhi: Reliably commute or planning to relocate before starting work (Preferred)

Education:
Higher Secondary(12th Pass) (Preferred)

Experience:
verification executive: 1 year (Preferred)

Work Location: In person

📌 Back Office Executive Nirman Vihar (Preet Vihar)
🏢 Policy.Online
📍 Preet Vihar