Job Description

Location: Surat

Job Type: Full-Time

Working Hours: 09:30 AM to 06:30 PM (Monday to Saturday)

Experience Required: Any Graduate Fresher

Salary Range:
12,000 to
15,000 per month (based on experience & skillset)

Probation Period: 3 Months

Key Responsibilities:

Customer Coordination


Communicate with clients for policy servicing, queries, claim documentation, and

follow-ups.


Ensure timely responses and resolution of client issues related to policies and claims.


Maintain strong client relationships through professional and proactive communication.

Sales Team Coordination


Support sales team with documentation for policy issuance, endorsements, and

renewals.


Share updates regarding claim status, underwriting requirements, or pending

documentation.


Ensure policy accuracy and smooth processing from backend.

Insurance Company Coordination


Liaise with insurance company representatives for claim processing, underwriting

clarifications, and follow-ups.


Handle escalations, documentation gaps, and TAT monitoring for faster resolution.


Coordinate for approvals, settlements, and necessary clarifications.

Claims & Underwriting Support


File and manage claim documentation, track progress, and maintain status reports.


Support in proposal form checking, underwriting queries, and follow-ups for approvals.


Ensure complete and accurate documentation is maintained digitally and physically.

Admin & Back Office


Handle internal filing, documentation, renewal trackers, and client record updates.


Maintain Excel sheets and CRM entries for policy data, MIS, and monthly business

reports.


Coordinate with internal teams for smooth office operations and compliance with

process flow.

Job Types: Full-time, Fresher

Pay: ₹12,376.01 - ₹14,450.44 per month

Benefits:

Provident Fund
Work Location: In person