Endorsement Executive

3 months ago


Noida Uttar Pradesh, India Invoq Loop Insurance Brokers Full time

**About the Role**

The mission for this role is to accurately complete enrolments and all endorsements for assigned clients within our service level agreement turnaround times.

**What you will be doing**:

- Onboarding & Enrollment: Reconcile final policy data and create active roster within 24 hours of receipt of policy document
- Maintain account statement : Create Account Statement File with current CD Balance within 3 days of receipt of payment completion
- Complete all endorsements within TAT : 15 days
- Maintain good relationships with insurers/ TPAs

**What we are looking for**:

- Data Management - demonstrated by previous experience handling large databases, ability to format large amounts of data, immediately flag duplicates in data and compare and reconcile large data sets. Use of excel formulas for calculation is a must.
- Tools & Tech
- demonstrated by previous experience using excel, google sheets etc. as well as CRM platforms that are ticketed.
- Accounts & finance - demonstrated by previous experience having created account statements and managed financial transactions.
- Communication Skills - demonstrated by previous experience interacting with customers directly and ability to respond to a situational judgement question "my employee needs to be admitted but doesn't have an e-card because he is a new joinee, we've paid you the money and you have to help him claim or else we will not renew with you".

Knowledge of Insurance and underwriting - demonstrated by the ability to read policy copies and calculate premiums as per various rate charts as follows:

- Per life
- Per Family
- Age Band wise
- Rate per Mil
- Employee band/grade wise


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