Role & responsibilities
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
Solid communication and interpersonal skills.
Proficiency in MS Office and trading platforms.
Proficiency in Quotation & Proposal Management

📌 Executive/am Insurance Support At Noida Sec
🏢 Incred
📍 Noida