Job Description

Core Duties and Responsibilities

Application Review and Data Entry:

Collect and review new insurance applications for completeness and compliance with basic requirements. Accurately input data into underwriting software and systems.

Information Gathering:

Coordinate with agents, brokers, and third parties to collect necessary documentation, such as medical records, financial statements, and lifestyle questionnaires.

Risk Documentation:

Compile and organize all relevant information (e.g., MIB data, lab results, medical exams, financial documents) into comprehensive case files for the underwriter's review.

Initial Risk Screening:

Screen applications against pre-determined criteria and company guidelines to identify initial risk factors or red flags.

Communication and Support:

Act as a liaison between agents/brokers and the underwriting department, providing updates, explaining requirements, and answering process-related questions.

Policy Issuance Support:

Assist in preparing and coordinating policy documents, endorsements, and related correspondence once a decision is made.

Administrative Support:

Maintain accurate and detailed records, manage policy renewal status tracking, and assist with general administrative tasks as needed.

Compliance:

Ensure all activities and documentation comply with relevant federal, state, and local insurance laws and company policies.
Job Types: Full-time, Permanent

Pay: ₹1,000,000.00 - ₹1,600,000.00 per year

Benefits:

Cell phone reimbursement Health insurance Life insurance Provident Fund
Work Location: In person