- Client Servicing: Understand clients insurance requirements and provide appropriate assistance in recommending suitable Life and General Insurance products.
- Policy Placement: Assist in obtaining insurance quotations, comparing coverage and terms, negotiating with insurers, and coordinating the successful placement of policies.
- Insurance Documentation: Ensure accurate and timely maintenance of proposals, policy documents, endorsements, renewals, and other relevant insurance records.
- Renewals: Manage policy renewal activities, proactively coordinate with clients, and ensure timely renewal of policies to maintain uninterrupted coverage.
- Claims Assistance: Assist clients with claim intimation and documentation, follow up on claims,
and coordinate with insurers to facilitate timely resolution.
- Record Keeping: Maintain complete and accurate records of clients, policies, transactions, communications, and other documentation in accordance with internal processes and regulatory requirements.
Preferred candidate profile
- Understanding of Insurance products (Life + General).
- Proficiency in Client Relationship Management
- Robust Customer Service & Query Resolution skills