Key Responsibilities

- Client Support &
- Inquiry Handling:

Manage inbound calls, emails, and tickets regarding policy coverage, premium payments, terms, and endorsement requests.

- Policy Administration &

- Documentation:

Verify customer proposal forms, coordinate with underwriters/insurers for quote generation, check policy drafts, and ensure prompt delivery of final policy documents.

- Endorsements &

- Mid-Term Adjustments:

Process policy alterations (e.g., address updates, addition/deletion of lives in group mediclaim, sum insured revisions).

- Renewals Management: Track upcoming policy expiries, issue renewal notices 30–60 days in advance, follow up on payments, and prevent lapses.

- Claims Assistance: Guide policyholders through the claims submission process, collect required claim documents, liaise with Third-Party Administrators (TPAs) or insurers, and provide regular claim status updates.

- Database &

- CRM Maintenance:

Accurately update customer details, policy records, claims tracking, and interaction logs in the brokerage management system (BMS/CRM).

- Grievance Redressal: Escalate complex disputes,



non-settlements, or delays to senior brokers or compliance teams while keeping the customer informed.

Qualifications &

- Requirements

- Education: Bachelor’s degree in any discipline

- Experience: 0–3 years in client servicing or customer support, preferably within an insurance broking house, TPA, or insurance company.

Key Skills &

- Competencies

- Insurance Knowledge: Working familiarity with General (Motor, Fire, Marine), Health, or Group Life insurance policies and terminology.

- Communication: Transparent, empathetic verbal and written communication for resolving client issues and drafting formal emails.

- Technical Proficiency: Hands-on experience with CRM tools, Microsoft Excel, and insurer portal operations.

- Problem Solving: Ability to navigate policy wordings, exclusions, and claim bottlenecks efficiently.

INTERESTED CANDIDATES CAN CALL ON (phone hidden)

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Customer Service Representative (Goregaon)
🏢 Eliite Delights
📍 Goregaon