Respond to client queries related to policies, renewals, and claims via phone, email, or WhatsApp.
Ensure a seamless customer experience by following up on service requests and documentation.
Maintain a professional relationship with clients through regular updates and support.
Sales Coordination
Collaborate with the internal sales team for new policy issuance, endorsements, and policy updates.
Track pending documentation or clarifications needed from clients or insurers.
Ensure backend processing of policies is completed accurately and timely.
Insurance Company Interface
Communicate with insurance company representatives for updates on claims, underwriting queries, and escalations.
Ensure timelines are met by tracking pending approvals and documentation.
Facilitate issue resolution through continuous follow-ups.
Claims & Underwriting Process
Handle claim intimation, document collection, and status updates.
Assist in proposal form checking and ensure all underwriting requirements are fulfilled.
Maintain claim files both digitally and in physical records.
Administrative Support & MIS
Update trackers for renewals, client interactions, and claims using Excel and CRM tools.
Maintain accurate MIS reports and policy registers.
Coordinate with internal teams for daily office activities and process compliance.
Job Type: Full-time
Pay: ?12,000.00 - ?15,000.00 per month
Benefits:
Provident Fund
Work Location: In person
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