Job Description

Position:

Insurance & Investment Associate (50% Sales +50% Operations)

Location:

Thane

Company Overview:

We take this opportunity to introduce our company

M/s. Bonace

, an

ISO 9001: 2015

certified firm, mainly caters to Technical Manpower deployment to various reputed Companies for their project stage Third Party Inspection, Construction Supervision, Pre - Commissioning & Commissioning activities, Post Commissioning Maintenance in Mechanical, Process, Piping, Electrical & Instrumentation, Fire & Safety disciplines as well on shutdown (Turn around) management for the last 28 years.

Key Responsibilities:

We take this opportunity to introduce our company Bonace Engineers Pvt Ltd, an ISO 9001: 2015 certified firm, mainly caters to Technical Manpower deployment to various reputed Companies for their project stage Third Party Inspection, Construction Supervision, Pre - Commissioning & Commissioning activities, Post Commissioning Maintenance in Mechanical, Process, Piping, Electrical & Instrumentation, Fire & Safety disciplines as well on shutdown (Turn around) management for the last 29+ years.

Roles & Responsibilities:

Lead Generation Identify and connect with potential clients.
End-to-End Insurance Processing Handle applications, renewals, payments & claims.
Awareness Sessions Educate employees on insurance benefits.
Content Creation Develop & share insights on insurance & financial planning.
Financial Planning Support Assist with Mutual Funds, SIPs, Term Insurance.
KYC & Compliance Ensure smooth verification processes.
Customer Service Address queries, manage grievances & enhance experience.
Reporting & Analysis - Maintain sales, calls & cashback reports.
Market Research - Follow up on quotes, endorsements & industry trends.

Skills & Competencies:

Excellent Communication - Strong verbal & written skills.Detail-Oriented - Accuracy in processing and documentation.
MS Office Proficiency - Excel, Word & PowerPoint knowledge.
Customer-Centric Approach - Ability to influence & deliver top-notch service.

If interested kindly share your updated CV on akansha.jadhav@bonace.org

Job Types: Full-time, Permanent

Pay: ₹9,336.08 - ₹30,000.00 per month

Benefits:

Health insurance Provident Fund
Experience:

total work: 1 year (Preferred)
Work Location: In person