1. Insurance Client Servicing

- Manage day-to-day insurance-related requirements of clients associated with MFDs.
- Act as a point of contact for clients and MFDs for insurance-related queries and service requirements.
- Understand client requirements and coordinate with the relevant teams for timely resolution.
- Maintain regular communication with clients regarding policy status, renewals, documentation, and servicing.
- Ensure a high level of client satisfaction through proactive and responsive service.

2. MFD Coordination

- Coordinate closely with MFDs and financial distributors for their insurance business and client servicing requirements.
- Assist MFDs with insurance applications, documentation, policy servicing, renewals, and other operational requirements.
- Provide regular updates to MFDs on the status of client requests and pending cases.
- Build solid working relationships with MFDs and ensure smooth coordination.

3. Insurance Operations

- Manage the end-to-end operational process for insurance applications and transactions.
- Verify proposal forms, KYC documents, declarations, and other required documentation.
- Coordinate with insurance companies for policy issuance and servicing requirements.




- Track applications and service requests from initiation to closure.
- Follow up on pending cases and ensure completion within defined TATs.

4. Policy Servicing & Renewals

- Handle policy servicing requests such as:
- Nominee addition/change
- Address and contact detail changes
- Policy corrections
- Endorsements
- Policy documents/statements
- Premium-related queries
- Policy status-related requests

- Monitor upcoming policy renewals and coordinate with MFDs and clients.
- Send timely renewal reminders and follow up for renewal payments.
- Maintain records of active, renewed, pending, and lapsed policies.

5. Claims Coordination

- Assist MFDs and clients with the insurance claims process.
- Coordinate with insurance companies/TPAs for required documentation and claim status.
- Track claims and provide regular updates to clients and MFDs.
- Assist in resolving documentation and process-related queries.

6. Insurance Company Coordination

- Coordinate with insurance companies, brokers, TPAs, and other relevant stakeholders.
- Follow up on policy issuance, endorsements, renewals, claims, and servicing requests.
- Escalate unresolved cases and ensure timely closure.

📌 Insurance Operations Specialist (Mumbai)
🏢 FinAce Infosolution
📍 Mumbai