Description

We are looking for a detail-oriented and process-driven Claims Support Executive/Associate to support the end-to-end administration of investor claims.

The role will be responsible for preparing and maintaining claim documentation, monitoring suspended claims, following up on outstanding funds and requirements, completing document uploads and reporting, managing referrals, and ensuring accurate updates in client and internal systems.

The ideal candidate should have strong attention to detail, good follow-up skills, the ability to work with multiple stakeholders, and a solid understanding of process compliance and documentation.

Key Responsibilities

1. Document Preparation

· Prepare and organize documents required for investor claim processing.

· Review claim documentation for completeness, accuracy, and consistency.

· Identify missing or incorrect information and coordinate with relevant teams for resolution.

· Maintain proper documentation and ensure records are updated as per process requirements.

· Ensure all claim-related documents are prepared within defined timelines.

2. Suspended Claims Management

· Monitor claims placed on suspension and maintained an accurate tracker.

· Review the reason for suspension and identify pending requirements.

· Coordinate with internal teams, clients, or relevant stakeholders to resolve outstanding issues.

· Follow up regularly on suspended claims and ensure timely movement toward resolution.

· Escalate long pending or complex cases to the appropriate team.

3. Funds Follow-Up

· Track claims where funds, payments, refunds, or other financial information are pending.





· Coordinate with relevant internal teams and stakeholders for fund status updates.

· Maintain accurate records of follow-ups and expected resolution dates.

· Perform regular follow-ups on outstanding funds until closure.

· Escalate delayed or unresolved cases as per the defined escalation process.

4. Document Uploads, Reporting & Referrals

· Upload claim-related documents accurately into designated clients or internal platforms.

· Verify that uploaded documents are complete, legible, and associated with the correct claim.

· Prepare and maintain daily/weekly/monthly reports and claim trackers.

· Monitor claim status and provide accurate reporting to management.

· Identify cases requiring additional review or specialist intervention and initiate referrals as per process.

· Ensure all referrals are properly documented and tracked through closure.

5. Client AIQ / System Updates

· Maintain accurate and timely updates in client AIQ and other internal systems.

· Update claim status, notes, actions taken, pending requirements, and follow-up details.

· Ensure system records accurately reflect the status of each claim.

· Perform data validation and identify discrepancies between trackers, documents, and system records.

· Support system-related updates and process changes as required.

· Maintain data confidentiality and follow all applicable access and security requirements.

Walk In drive details

Date: Saturday, 26th September 2026

Time: 11:00 AM – 3:00 PM

Location: RED BRICK, 5th Office Floor, Sky One Corporate Park,

Sunset Blvd, Survey Number 235, Mhada Colony,

Pune, Maharashtra – 411032.

Kindly refer your friends as well!!!!

📌 Walk In Drive - Investor Claims - US Mortgage (Maharashtra)
🏢 Consolidated Analytics
📍 Maharashtra