Key Responsibilities
- Client Support & Inquiry Handling: Manage inbound calls, emails, and tickets regarding policy coverage, premium payments, terms, and endorsement requests.
- Policy Administration & Documentation: Verify customer proposal forms, coordinate with underwriters/insurers for quote generation, check policy drafts, and ensure prompt delivery of final policy documents.
- Endorsements & Mid-Term Adjustments: Process policy alterations (e.g., address updates, addition/deletion of lives in group mediclaim, sum insured revisions).
- Renewals Management: Track upcoming policy expiries, issue renewal notices 30–60 days in advance, follow up on payments, and prevent lapses.
- Claims Assistance: Guide policyholders through the claims submission process, collect required claim documents, liaise with Third-Party Administrators (TPAs) or insurers, and provide regular claim status updates.
- Database & CRM Maintenance: Accurately update customer details, policy records, claims tracking, and interaction logs in the brokerage management system (BMS/CRM).
- Grievance Redressal: Escalate complex disputes, non-settlements, or delays to senior brokers or compliance teams while keeping the customer informed.
Qualifications & Requirements
- Education: Bachelor’s degree in any discipline
- Experience: 0–3 years in client servicing or customer support, preferably within an insurance broking house, TPA, or insurance company.
Key Skills & Competencies
- Insurance Knowledge: Working familiarity with General (Motor, Fire, Marine), Health, or Group Life insurance policies and terminology.
- Communication: Clear, empathetic verbal and written communication for resolving client issues and drafting formal emails.
- Technical Proficiency: Hands-on experience with CRM tools, Microsoft Excel, and insurer portal operations.
- Problem Solving: Ability to navigate policy wordings, exclusions, and claim bottlenecks efficiently.
INTERESTED CANDIDATES CAN CALL ON 9137315087
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
