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Insurance Operations & Client Service Executive
Insurance Operations & Client Service ExecutiveAffluence Financial Services LLP • Tiruppur, Republic Of India, IN
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Insurance Operations & Client Service Executive

Insurance Operations & Client Service Executive

Affluence Financial Services LLP • Tiruppur, Republic Of India, IN
22 hours ago
Job description

Short Job Description :

We are looking for a smart, detail-oriented person to handle day-to-day insurance operations and speak to clients for queries, documentation and renewals. The role covers health, term, motor and other general insurance.

Key Responsibilities :

  • Talk to clients on WhatsApp / phone to understand requirements and collect documents
  • Prepare quotes and comparison options for health, term and motor insurance
  • Fill proposal forms, complete online applications and track policy issuance
  • Explain basic policy terms, exclusions and renewal requirements to clients
  • Maintain and update policy data in Excel / CRM
  • Track renewals, send reminders and follow up for timely renewal
  • Coordinate with insurers / partners for pending requirements and simple claims support

Requirements :

  • Experience in insurance agency / broker / IMF setup is an advantage (not mandatory)
  • Comfortable with WhatsApp, email, Excel and insurer portals
  • Clear communication in Hindi and English, polite and client-friendly
  • Organized, accurate with data and willing to learn insurance products
  • Location :

    Vashi, Navi Mumbai (Work from office)

    Salary :

    Rs. 15,000 to Rs. 30,000 per month, based on experience + performance-based incentives

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    Operation Executive • Tiruppur, Republic Of India, IN

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