Personal Assistant

1 week ago


Faridabad, Haryana, India FINCONNECT INDIA Full time

General Insurance:

For Existing/Own renewals:

Arranging renewal notice from an existing insurer,comparing with other insurance companies to check for the best price to be shared with the customer for quote finalization.


  • Making a renewal list every month for the coming month to start the follow-up with customers for timely renewals.
  • For New (Request for quotations)

RFQ:

Comparing & Arranging at least 3 levels of quotes as per the requirement of the customer from various insurance companies that we have tied up with.


  • Policy Onboarding/Creation on various insurance companies & portals as per the data/details given by the customer.
  • Following up with insurance companies for policy issuance.
  • Providing clarity (Query resolution) prior to policy issuance (if needed) & post-policy login in proper coordination with insurance companies & relationship managers.
  • Updating Data of all issued policies in MS Excel/MS - Google Docs on a daily, weekly & monthly basis.

Life Insurance:

  • Renewal premium cheque collection / online payment link generation for an existing customer to pay renewal premium before the due date.
  • Keeping renewal premium due data up to date so that no existing customer misses paying renewal premium by regularly following up with the customer.
  • Understanding the Requirements of customers & make proper quote comparisons as per customer requirements.
  • Sharing Product information like Sales illustrations, brochures, and policy wordings with customers for knowledge sharing before customer onboarding.
  • Arranging the required documents from the customer before the policy login process start.
  • Policy Login, query resolution & policy issuance from start to the end.
  • Coordination with the Sales/RM team of respective insurance companies for query resolution & policy issuance.

Mutual Funds:

Online transaction:
Initiating online transaction payment link for lumpsum & SIP as per customer request.

Offline transaction:
Form filing & readiness for submission to respective mutual fund AMC offices.

3) Change Request forms filing & completion in line with requirements of each AMC.

4) Follow up for pending request completion with respective AMC.

DATA MANAGEMENT - General/Life/Mutual Funds:

  • Checking MIS Data from all insurance companies with which we have tieups for renewals so that no renewal business gets missed.
  • Data Management of all the office copies on a daily, weekly & monthly basis in office records post policy generation & issuance along with all the supporting documents & information relevant to each case.
  • File & data management of receipts
  • Timely update of Financial documents of the organization like bank statements, Incometax documents, GST documents, etc.

Job Types:
Full-time, Fresher

Salary:
₹15,000.00 per month

Schedule:

  • Day shift

Ability to commute/relocate:

  • Faridabad, Haryana: Reliably commute or planning to relocate before starting work (required)

Education:

  • Bachelor's (preferred)

Experience:

- total work: 1 year (preferred)

Language:

  • English (preferred)

Speak with the employer
Application Deadline: 20/07/2023

Expected Start Date: 01/08/2023
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