Role & responsibilities

- Process member additions, deletions, corrections, and other endorsement requests.

- Verify employee and dependent details including Name, DOB, DOJ, Relationship, Sum Insured, etc.

- Verify premium rates and calculations as per policy terms.

- Coordinate with insurers and TPAs for premium discrepancies, adjustments, and clarifications.

- Coordinate E-Card generation for newly added members and dependents.

- Share E-Cards with clients within defined TAT.

- Coordinate for corrected/revised E-Cards wherever required.

- Follow up on pending endorsements, E-Cards, corrections, and service requests.

- Handle client queries related to endorsements, member additions/deletions, E-Cards, and premiums.

- Upload member data and endorsement requests on insurer/TPA portals.

- Verify successful submission and status of uploaded requests.

- Coordinate for resolution of portal and technical issues.

- Maintain accurate and updated member and endorsement records.

- Coordinate with internal teams and department managers for smooth processing.

- Ensure all requests are completed accurately within the defined TAT.

📌 Insurance Endorsement Executive (Mumbai)
🏢 Roots Recruitment
📍 Mumbai