- Process and maintain Personal Lines and Commercial Lines insurance transactions.

- Review and process insurance applications, policies, endorsements, and related documents.

- Assist with new business, renewals, endorsements, cancellations, reinstatements, and policy changes.

- Prepare and process ACORD forms and other insurance documentation.

- Process Certificates of Insurance (COIs) and related requests.

- Assist with insurance quoting and submission preparation.

- Review policy documents for accuracy and completeness.

- Perform policy checking and identify discrepancies or missing information.

- Process renewal-related activities and maintain renewal workbooks.

- Retrieve and organize insurance documents from carrier and client portals.

- Perform data entry and maintain accurate information in Agency Management Systems (AMS).





- Index and upload documents according to client-specific procedures.

- Maintain accurate records and follow document-management standards.

- Follow client-specific SOPs and workflow instructions.

- Complete assigned tasks within defined turnaround times (TATs).

- Coordinate with team members and supervisors to resolve processing issues.

- Escalate exceptions, discrepancies, and unclear requirements to the appropriate team member.

- Maintain confidentiality and security of client and policy information.

- Perform quality checks before completing or submitting transactions.

- Meet daily productivity and quality targets.Role & responsibilities

Preferred candidate profile

Perks and advantages

📌 Operations Associate (Visakhapatnam)
🏢 Going Technologies
📍 Visakhapatnam