Role & responsibilities

- Manage their tasks on daily basis and assign the tasks as needed for each task.

- Manage a team of Client Relationship Managers who have their respective book of business.

- Quoting with multiple carriers, Preparing Applications for Brokers, issuing certificate, processing endorsements, renewal preparation and other tasks assigned.

- Order and issue binders, certificates, policies, endorsements, and other related items; verify their accuracy; forwards them to client with appropriate correspondence.

- Verify policy and policy change information, facilitate corrections when necessary.

- Process renewals in coordination with agents and according to agency procedures.

- Review audits of policy; verify accuracy and facilitate corrections, as needed, between client and carrier.

- Assist clients in submitting reports of claims, facilitate prompt response from carrier staff and follow up on claims status, according to agency procedures.





- Reporting the daily/weekly/monthly deliverables to Sr. management without any supervision.

- Imperative for self & team to be in compliant with all the set protocols of the agency

- Defined Sales target to be met by self & the team in accordance to meet the production goals.

- Training of recent hires including knowledge transfer, on job training support & floor support

Preferred candidate profile

- Tech friendly: Microsoft Office (Excel, Word, PDFs), Carrier websites, AMS etc.

- Organizing, Documentation, Communication and work independently.

- Leadership skills, Team Building, taking initiative will help grow within the firm.

- Prepare summaries of insurance, schedules, and proposals as needed.

- Required to clear the agency test within initial 60-90 days

Kindly Note we need an immediate Joiners, who can join us by 5th October

📌 Deputy Operations Manager (Hyderabad)
🏢 Everinley Va
📍 Hyderabad