Insurance Executive
3 weeks ago
**About us**
Sharma Consultants is a Fastest Growing Financial Advisory Firm based out of Thane
As the Admin & Operations Executive, you will be responsible for the following transactions of our company:
2- Register / Login of All Insurance Companies & Investments related to Sharma Consultants only
3- Preparing Excel Portfolios of all clients
4- Maintaining Regular Renewal Portfolio of the entire Base on Daily basis
5- Settling Claim settlement for Health, Life, Non life Insurance including Cashless & reimbursement
6- Get Insurance login process entirely completed & getting the onboarding of customers to Sharma Consultants
8- Handling Google Reviews & feedback mechanism of our existing & new Clients onboarded
9- Managing Office Daily Transactions like Petty cash, Vendor Mangement etc.
10- Administration work at office to be updated on daily basis like Document Management, Docket Management.
11- Taking recommendations from existing Clients & cross selling them need based Services from our basket of Financial Services
12- Arranging & coordinating of Financial planning workshop at Clients location
13- Getting Collaterals Printed & other Gifting Merchandise ready from Vendors
14- Uploading Latest updates on Company's website if needed.
You will love the role if you have:
1- A Graduation degree in Management or Commerce with 2-3 years of experience in Operations in Insurance
2-Excellent analytical abilities to identify irregularities & rectify the system
4- An assertive attitude with a passion for growing and excelling in a collaborative environment
5- Excellent communication skills and multitasking ability
**Salary**: ₹15,000.00 - ₹25,000.00 per month
**Benefits**:
- Health insurance
- Paid time off
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Thane, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 3 years (preferred)
Work Location: One location
Expected Start Date: 11/04/2023
- Health insurance
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