Job Description

Job Responsibilities

Policy Sales & Client Servicing

Handle enquiries related to

life, health, motor, travel, and general insurance

products. Explain policy features, benefits, exclusions, and premium details clearly to clients. Assist clients in selecting suitable insurance products based on their needs. Generate quotations and follow up for policy issuance and renewals.

Policy Issuance & Documentation

Coordinate with insurance companies for

policy issuance, endorsements, and renewals

. Ensure accurate completion and submission of proposal forms and KYC documents. Maintain proper records of policies issued, renewals due, and client documentation.

Claims Assistance

Guide clients through the

insurance claims process

. Coordinate with insurers, surveyors, and clients to ensure timely claim settlement. Track claim status and keep clients informed until closure.

Renewals & Follow-ups

Monitor renewal schedules and proactively follow up with clients. Ensure timely premium collection and policy continuity. Maintain strong client relationships through regular communication.

Compliance & Coordination

Ensure adherence to company policies and insurance regulatory guidelines. Coordinate with internal teams and insurance partners for smooth operations. Maintain confidentiality of client information at all times.

MIS & Reporting

Maintain basic MIS related to policies, premiums, claims, and renewals. Update CRM / internal systems with accurate client and policy data. Provide periodic reports to management as required.

Key Skills & Requirements

Basic knowledge of insurance products and processes. Strong communication and client-handling skills. Good documentation and follow-up ability. Proficiency in MS Excel and basic computer applications. Prior experience in insurance / financial services preferred (freshers with training may apply).

Why Join NeelSaj

Exposure to

multiple insurance products and client profiles

Structured processes and professional growth environment Opportunity to grow into

senior advisory or managerial roles

Job Type: Full-time

Pay: ?12,000.00 - ?15,000.00 per month

Work Location: In person