Insurance Operations & Client Service ExecutiveAffluence Financial Services LLP • ajit, rajasthan, in
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Insurance Operations & Client Service Executive
Affluence Financial Services LLP • ajit, rajasthan, in
1 day ago
Job descriptionExperience 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
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 :
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 • ajit, rajasthan, in
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