Key Skills:
Any graduate with proficiency in English
Minimum 1 year of experience in Insurance Operations/Mutual Funds/Stocks trading/ Investment/ Project-Finance etc
Knowledge of insurance products and processes: Understanding of different types of insurance policies and related processes.
Strong analytical skills: Ability to analyze data, identify trends, generate reports and can use/handle CRM and make informed decisions
Effective communication skills: with clients, colleagues, and external parties. Hindi ,English and Marathi
Organizational skills: Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
Proficiency in MS Office Suite: Familiarity with Excel, Word, and other office applications.
Attention to detail: Accuracy and precision in data entry and record-keeping.
Problem-solving skills: Ability to identify and resolve issues effectively.
Responsibilities:
Policy Processing: Handling applications, renewals, cancellations, and payments for insurance policies.
Data Entry and Management:Maintaining accurate records and ensuring timely data entry into policy management systems.
Claims Processing: Managing and processing insurance claims, ensuring timely resolution and customer satisfaction.
Client Communication:Communicating with clients, insurers, consultants, and service providers to address inquiries and resolve issues.
Compliance:Ensuring compliance with company policies, procedures, and regulatory requirements.
Process Improvement:Implementing process improvements to enhance efficiency and service quality.
Reporting and Analysis: Generating reports, analyzing data, and identifying areas for improvement.
Internal team Coordination Working with other teams, such as underwriting, sales, and claims, to ensure smooth operations.