Prospertive Associates LLP is a Mumbai-based insurance and mutual fund distribution firm serving HNI families and trusts. We are hiring a fresher to join our health & travel insurance team. Full training will be provided. Office: Neelkanth Business Park, Vidyavihar West (5 minutes from Vidyavihar station, Central line) Timings: 10 AM – 7 PM
What you'll do
• Track policy renewal dates and follow up with clients 60, 30 and 15 days before due date
• Coordinate policy issuance, endorsements and documentation with Bajaj General Insurance
• Support cashless and reimbursement claims with TPAs and hospitals, under senior guidance
• Issue travel insurance policies for clients
• Respond to client queries over phone, email and WhatsApp
• Update client records in Zoho CRM and prepare weekly MIS reports Who should apply
• Graduate (BCom / BBA / BMS / BAF preferred)
• 0–1 year of experience
• Good spoken and written English
• Basic Excel skills
• Able to commute daily to Vidyavihar
What we offer
• Structured training on health insurance products, renewals and claims handling
• Fixed monthly salary plus quarterly performance bonus
• No sales targets, no cold calling
• Exposure to an HNI client portfolio of families and trusts
• Explicit growth path to Relationship Manager within 18–24 months
How to apply
Apply via LinkedIn or email your CV to
[email protected] or share cv on (phone hidden) with your expected CTC and earliest joining date.
📌 Health Insurance Operations Executive (Mumbai)
🏢 Prospertive Associates
📍 Mumbai