Key Responsibilities:

Renewals & Payment Management

- Renewal Intimation: Proactively track policy expiration dates across the client portfolio and send timely renewal notices via email, WhatsApp, and phone calls.
- Cheque & Payment Follow-Up: Diligently follow up with clients to collect renewal cheques or digital payments well before policy expiry to ensure zero lapses in coverage.
- Policy Issuance: Ensure collected premiums are deposited promptly and track the issuance of the final policy documents.

Claims Processing & Support

- Claim File Preparation: Guide clients through the claims process, helping them gather, organize, and submit the necessary documentation (claim forms, invoices, FIRs, surveyor reports, etc.).
- Claim Resolution: Liaise directly with insurance company claims departments and surveyors to track claim status, resolve queries, and ensure timely and fair claim settlements for clients.

Sales Support & Underwriting Operations

- Quotation Generation: Request, compare, and prepare general insurance premium quotations (Motor, Health, Fire, Marine, etc.) from multiple insurance companies based on specific client requirements.
- Endorsements: Process and track policy endorsements (changes in address, vehicle details, sum insured, etc.) ensuring accuracy in the final documents.

Financial Reconciliation & Liaison





- Brokerage & Commission Statements: Reconcile monthly brokerage/commission statements received from various insurance companies. Identify and resolve any discrepancies or missing payouts.
- Insurer Visits: Physically visit local branch offices of insurance companies as needed to submit offline documents, resolve pending operational issues, and maintain healthy working relationships with insurer staff.
- Database Management: Maintain an accurate and up-to-date digital database of all client policies, claims, and correspondence.

Qualifications & Skills Required

- Education: Bachelor’s degree in Commerce, Business Administration, or a related field.
- Experience: Prior experience working in an insurance broking firm, agency, or the back-office of a general insurance company is highly preferred.
- Technical Skills: Proficiency in MS Office (especially Excel for maintaining databases and reconciling brokerage statements) and comfort navigating various insurance company portals.
- Soft Skills: Solid verbal and written communication skills, excellent follow-up abilities, and a high level of patience when dealing with claims and client queries.
- Mobility: Willingness to travel locally for visits to insurance company branches.

📌 Insurance Coordinator (Mumbai)
🏢 Lakhani Broking India
📍 Mumbai