Key Responsibilities

1 Process new insurance Quotations, renewals, customer services, and policy changes.

2 Review and enter data into systems accurately and quickly.

3 Support claims processing by collecting and verifying documents.

4 Communicate with internal teams (like sales, underwriting, and customer service) to resolve issues.

5 Ensure compliance with company policies and insurance regulations.

6 Help improve internal workflows and suggest ideas for more efficient processes.

7 Generate reports and summaries as needed.

8 Conduct fact finding to generate and follow up on insurance quotations and endorsements.

9 Deliver excellent service to all customers.

10 Handle customers' queries and feedback.

11 Process insurance applications, renewal, cancellation and payment.

12 Provide various premium collection reports for commission payout purpose.

What Were Looking For





1 Experience in insurance (life, health, property, or general) or a similar back-office operations role is a plus.

2 Strong attention to detail accuracy matters a lot in this job.

3 Valuable communication skills youll work with different teams.

4 Comfortable with spreadsheets and basic software tools (Excel, Word, CRM or insurance platforms).

5 Able to multi-task and manage time well under deadlines.

6 A problem-solver who takes initiative and works independently when needed.

Nice to Have

1 Knowledge of insurance terms, products, and processes

2 Familiarity with regulatory requirements in insurance

3 Prior experience in a General Insurance/ Life insurance/ Health Insurance.

📌 Customer Care Executive - Insurance (Vadodara)
🏢 A C Agarwal Share Brokers
📍 Vadodara