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