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Insurance Audit

ConfidentialMumbai

18 days ago

Job description

Job Summary

Responsibilities :

Formulate life insurance policy surrender process for sales fraternity.
Provide relevant documentation for Surrender process across sales functions.
Accompany the Client / RM to various insurance companies to surrender document submission.
Preparing MIS for documents submitted and processed.

Functional / Technical Skills

Understanding the insurer wise surrender process.

Basic Knowledge of Life Insurance Industry.

Basic understanding of documentation process.

Intermediate skills of MS Excel and PowerPoint.

Skills Required

Mis Preparation, Documentation, Excel, Mis Reporting

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