Insurance Support
2 days ago
**Key Responsibilities**
- **Insurance Product Integration**:
- Provide support to financial advisors, insurance agents, and clients on the integration of insurance products with mutual funds.
- Assist with the design and implementation of insurance-linked mutual fund offerings, such as variable life insurance (VLI) or indexed universal life (IUL) policies.
- Collaborate with product managers to ensure that insurance offerings align with mutual fund investment strategies.
- **Client Support**:
- Handle client inquiries related to insurance policies linked to mutual funds.
- Assist clients with policy changes, claim inquiries, and resolve issues related to the insurance products within mutual fund portfolios.
- Provide guidance on insurance premiums, coverage options, and the impact of mutual fund performance on policy values.
- **Compliance and Regulatory Support**:
- Monitor and ensure compliance with insurance industry regulations and mutual fund investment rules.
- Prepare documentation and reports for audits, regulatory filings, and internal controls to ensure that insurance practices related to mutual funds remain in line with legal standards.
- **Investment Reporting**:
- Support the preparation of periodic investment reports for insurance products within mutual funds.
- Help generate performance reports, including analysis of mutual fund returns, insurance product growth, and any relevant market trends.
- Ensure timely delivery of reports to clients and internal stakeholders.
- **Administrative Support**:
- Process transactions related to insurance and mutual fund interactions (e.g., premium payments, claims processing, policy changes).
- Maintain accurate records of client interactions, transaction history, and insurance-related data.
- Assist with onboarding new clients and maintaining client files.
- **Training and Knowledge Management**:
- Stay updated on industry trends, product offerings, and regulatory changes regarding insurance and mutual funds.
- Support the creation of training materials and participate in educating internal teams on insurance and mutual fund products.
- Assist in developing customer-facing FAQs and other documentation.
**Skills & Qualifications**
- Bachelor’s degree in Finance, Business, or related field (preferred).
- Experience in the insurance or mutual fund industries (minimum 2-3 years preferred).
- Strong understanding of insurance products, such as life insurance, annuities, and their relationship with mutual funds.
- Familiarity with investment and financial markets, particularly mutual funds and insurance products.
- Knowledge of regulatory requirements in the insurance and investment sectors.
- Excellent communication and interpersonal skills
Contact details,
Komal - 8850592881
**Job Types**: Full-time, Permanent
Pay: ₹8,979.64 - ₹25,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
- Morning shift
Supplemental Pay:
- Yearly bonus
**Experience**:
- total work: 2 years (required)
Work Location: In person
**Speak with the employer**
+91 8850592881
-
Insurance Executive
6 months ago
Goregaon, Mumbai, Maharashtra, India MIALTUS INSURANCE BROKING Full time**Job Location: Goregaon** **Job brief: Insurance Executive** **Key Responsibilities**: - Good Communication Skills Support to insurance agents & services. **Remuneration**: Attractive Salary + Attractive Incentive **Qualification** : Minimum 12th Pass
-
mumbai, India Edme Insurance Brokers Full timeDear Candidates , Looking for candidates into Trade Credit Placement & Liability Insurance. Key Result Areas Supporting Actions Quotes and Placement Management for New Business & Renewals Keep abreast with the changes in regulatory guidelines, and their impact on the various Lines of business Get all the required data from the sales team for...
-
mumbai, India Edme Insurance Brokers Full timeDear Candidates , Looking for candidates into Trade Credit Placement & Liability Insurance. Key Result Areas Supporting Actions Quotes and Placement Management for New Business & Renewals Keep abreast with the changes in regulatory guidelines, and their impact on the various Lines of business Get all the required data from the sales team for...
-
mumbai, India Edme Insurance Brokers Full timeDear Candidates ,Looking for candidates into Trade Credit Placement & Liability Insurance.Key Result Areas Supporting Actions Quotes and Placement Management for New Business & RenewalsKeep abreast with the changes in regulatory guidelines, and their impact on the various Lines of businessGet all the required data from the sales team for understanding the...
-
Trade Credit Insurance
4 weeks ago
Mumbai, India Edme Insurance Brokers Full timeDear Candidates ,Looking for candidates into Trade Credit Placement & Liability Insurance.Key Result Areas Supporting Actions Quotes and Placement Management for New Business & RenewalsKeep abreast with the changes in regulatory guidelines, and their impact on the various Lines of businessGet all the required data from the sales team for understanding the...
-
Trade Credit Insurance
3 weeks ago
mumbai, India Edme Insurance Brokers Full timeDear Candidates , Looking for candidates into Trade Credit Placement & Liability Insurance. Key Result Areas Supporting Actions Quotes and Placement Management for New Business & Renewals Keep abreast with the changes in regulatory guidelines, and their impact on the various Lines of business Get all the required data from the sales team for...
-
Backend Sales Coordinator
6 months ago
Mumbai, Maharashtra, India Probus Insurance Broker Full time**Join our troop of passionate minds and get the chance to transform Insurance!!!** Start securing India at Probus where you will have the opportunity to transform Insurance. We are inviting people from different walks of life to make their career in the most rapidly growing InsurTech in India. At Probus, we ensure to make long-term relationships with our...
-
Insurance Advisor
3 months ago
Andheri, Mumbai, Maharashtra, India LICI Full time**Join the LIC Team: Become a Successful Agent/Advisor in Mumbai** **Introduction**:* **Benefits of Becoming a LIC Agent/Advisor**:* **- Unlimited earning potential** **- Flexible working hours** **- Comprehensive training and support** **- Attractive incentives and rewards** **- Opportunity to make a difference in people's lives** **- Dynamic work...
-
Insurance Agent
4 weeks ago
mumbai, India ICICI Prudential Life Insurance Company Limited Full timeAbout Us: ICICI Prudential Life Insurance is a leading name in the Indian life insurance sector, renowned for its innovative solutions and customer-centric approach. With an impressive Assets Under Management (AUM) of ₹3,000 billion as of November 10, 2024, we are committed to providing exceptional insurance products that cater to our customers' diverse...
-
Insurance Executive
4 months ago
Sadar, Nagpur, Maharashtra, India Jaika Insurance Brokerage Pvt. Ltd. Full time**Key Responsibilities**: - Establishing and nurturing strong relationships with clients by understanding their insurance needs and providing personalized, high-quality service to ensure customer satisfaction and loyalty. - Formulating and executing effective sales strategies to increase insurance product penetration within the district. Focusing on...
-
Insurance Agent
4 weeks ago
Mumbai, India ICICI Prudential Life Insurance Company Limited Full timeAbout Us: ICICI Prudential Life Insurance is a leading name in the Indian life insurance sector, renowned for its innovative solutions and customer-centric approach. With an impressive Assets Under Management (AUM) of ₹3,000 billion as of November 10, 2024, we are committed to providing exceptional insurance products that cater to our customers'...
-
Insurance Agent
3 weeks ago
Mumbai, India ICICI Prudential Life Insurance Company Limited Full timeAbout Us: ICICI Prudential Life Insurance is a leading name in the Indian life insurance sector, renowned for its innovative solutions and customer-centric approach. With an impressive Assets Under Management (AUM) of ₹3,000 billion as of November 10, 2024, we are committed to providing exceptional insurance products that cater to our customers'...
-
Insurance Agent
4 weeks ago
Mumbai, India ICICI Prudential Life Insurance Company Limited Full timeAbout Us: ICICI Prudential Life Insurance is a leading name in the Indian life insurance sector, renowned for its innovative solutions and customer-centric approach. With an impressive Assets Under Management (AUM) of ₹3,000 billion as of November 10, 2024, we are committed to providing exceptional insurance products that cater to our customers' diverse...
-
Insurance Agent
4 weeks ago
Mumbai, India ICICI Prudential Life Insurance Company Limited Full timeAbout Us: ICICI Prudential Life Insurance is a leading name in the Indian life insurance sector, renowned for its innovative solutions and customer-centric approach. With an impressive Assets Under Management (AUM) of ₹3,000 billion as of November 10, 2024, we are committed to providing exceptional insurance products that cater to our customers' diverse...
-
Insurance Agent
4 weeks ago
Mumbai, India ICICI Prudential Life Insurance Company Limited Full timeAbout Us: ICICI Prudential Life Insurance is a leading name in the Indian life insurance sector, renowned for its innovative solutions and customer-centric approach. With an impressive Assets Under Management (AUM) of ₹3,000 billion as of November 10, 2024, we are committed to providing exceptional insurance products that cater to our customers' diverse...
-
Insurance Telesales Executive
4 weeks ago
Mumbai, India Risk Care Insurance Broking Services Full timeRisk Care is a premier composite insurance broking house in India, excelling in health, life, non-life, and reinsurance services. Our ethos goes beyond mere providing insurance coverage through policy issuance; we champion transparency, ensuring our clients to grasp terms and conditions effortlessly. Throughout the claim process, our steadfast support...
-
Mumbai, Maharashtra, India Coverfox Insurance Full timeAbout the RoleWe are seeking a highly skilled Business Development Professional to join our team at Coverfox Insurance. In this role, you will be responsible for deepening existing relationships with clients in the financial services, fintech, and ecommerce sectors.Key Responsibilities:Develop and manage a lead pipeline of potential clients across the NBFC...
-
Branch Support Executive
6 months ago
Mumbai, Maharashtra, India Ageas Federal Life Insurance Full time**Greetings from Ageas Federal Life Insurance Co. Ltd !!!** **Position : Branch Support Executive.** **Location : Ghatkopar** **Banking New Business & Renewal Premium collected via Cheque or Cash.Coordinating with HO team and getting cases issued.** **Handling all processes related to the recruitment of the Distributors, Manager Distributions &...
-
Insurance Telesales Consultant
4 weeks ago
Mumbai, Maharashtra, India Risk Care Insurance Broking Services Full timeRisk Care Insurance Broking Services: Unmatched Excellence in Insurance SolutionsRisk Care is a distinguished insurance broking house in India, excelling in health, life, non-life, and reinsurance services. Our ethos revolves around transparency, empowering clients to grasp policy terms effortlessly. Throughout the claim process, our unwavering support...
-
Executive Insurance
6 months ago
Andheri, Mumbai, Maharashtra, India Navnit Motors Pvt Ltd Full time1) Coordination with Motor Insurance Company. 2) Support Service Advisor in Motor Insurance Claim. 3) Manage Motor Insurance Claim. 4) On time claim processing. **Salary**: ₹15,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance Schedule: - Morning shift Supplemental pay types: - Performance bonus Ability to commute/relocate: -...