General Insurance Job Description
We are looking for a detail-oriented and proactive individual to join our general insurance team. The ideal candidate will be responsible for handling various insurance-related tasks, including quotations, policy renewals, claims, and customer interactions.
Key Responsibilities:
Quotation Preparation – Generate and provide accurate insurance quotations for customers.
Policy Renewal – Follow up with customers and process policy renewals on time.
New Policy Issuance – Assist in issuing new insurance policies as per customer requirements.
Claim Handling – Guide customers through the claim process and coordinate with the insurance provider.
Policy Upload in Drive – Ensure all policy documents are properly uploaded and maintain insurance records and reports in Excel
Payout Sheet Management – Prepare and verify payout sheets for commissions and settlements.
Customer Follow-up – Call customers for policy renewals and provide necessary assistance.
Meetings with Sales Manager – Regularly meet with the Sales Manager to discuss policy updates and sales strategies.
Required Skills:
Strong communication and interpersonal skills
Basic knowledge of insurance policies and procedures
Proficiency in MS Excel and data management
Ability to handle customer queries professionally
Attention to detail and problem-solving skills