Life Insurance Policy Surrender Specialist

7 days ago


Mumbai, Maharashtra, India beBeeInsurance Full time ₹ 1,50,000 - ₹ 28,00,000
Job Opportunity

Objective:

  • Develop and implement life insurance policy surrender procedures for sales teams.
  • Provide necessary documentation to support surrender processes across various sales functions.
  • Accompany clients and sales representatives to facilitate document submissions at insurance companies.
  • Generate performance reports on submitted and processed documents.

Required Skills and Qualifications

  • Comprehensive understanding of insurer-specific surrender processes.
  • Familiarity with the life insurance industry and its operations.
  • Knowledge of documentation best practices.
  • Intermediate proficiency in Microsoft Excel and PowerPoint.


  • Mumbai, Maharashtra, India Upsurge Infotech Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Work on Life Insurance modules (Death, Surrender, Maturity, Lapse, Bonus, etc.) Knowledge of Life Insurance products & Life Asia Application Testing, Gap Analysis, Day 2 activities, Excel, JIRA

  • Insurance Audit

    7 days ago


    Mumbai, Maharashtra, India AnandRathi Full time

    Job DescriptionJob SummaryResponsibilities:- Formulate life insurance policy surrender process for sales fraternity.- Provide relevant documentation for Surrender process across sales functions.- Accompany the Client/RM to various insurance companies to surrender document submission.- Preparing MIS for documents submitted and processed.Functional / Technical...


  • Navi Mumbai, Maharashtra, India beBeeRenewal Full time ₹ 6,00,000 - ₹ 9,00,000

    Insurance Renewal Specialist\We are seeking experienced professionals to handle life insurance renewal processes. This is a unique opportunity for those with a strong background in insurance or customer service who can communicate effectively in multiple languages.\\Key Responsibilities:\\Make outbound calls to customers regarding life insurance policy...


  • Mumbai, Maharashtra, India beBeeExaminer Full time ₹ 40,00,000 - ₹ 80,00,000

    Insurance Policy Examiner\We are seeking an experienced professional to formulate life insurance policy surrender processes for sales teams.\\The ideal candidate will provide relevant documentation for the surrender process across various sales functions, ensuring compliance and efficiency.\They will also accompany clients and relationship managers to...

  • Assistant Manager

    2 weeks ago


    Mumbai, Maharashtra, India Max Life Insurance Full time

    Job DescriptionKey Responsibilities- Managing office administration assets and- upkeep of the same.- Agents Contracting- New Business Processing- Banking of Initial & Renewal Premium- Managing Petty cash & vendor payments- Retention of Surrender Requests- Execution of all Service Requests - Post- Policy Issuance- Reverting on customer queries and-...


  • Mumbai, Maharashtra, India beBeeInsuranceUnderwriter Full time ₹ 15,00,000 - ₹ 20,00,000

    Job RoleWe are seeking a highly skilled Insurance Underwriter to fill this key position.Main Responsibilities:Sourcing quotes for Health Products, including Group Mediclaim, Group Personal Accident, and Group Term Life policies.Preparing competitive insurance quotes and negotiating specific terms with insurance companies.Compiling quote comparative reports...


  • Mumbai, Maharashtra, India SBI Life Insurance Co. Ltd. Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    We are pleased to share an exciting career opportunity atSBI Life Insurancefor the role ofAssistant Vice President Product Management.Role PurposeTo facilitate new product development and manage existing products for SBI Life Insurance, ensuring compliance with regulatory requirements, timely launches, and sustained market competitiveness.Key...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Hello,Greeting from Kotak Life InsuranceJob Location - Goregaon EastJob Role - Internal Audit ManagerQualification Required - Qualified CAContact Person - Preeti Bhore Email ID - OBJECTIVE OF THE ROLEIdentification & execution of various audit assignments for reducing risk at operations level as well as handling external auditorsHOW Will YOU CONTRIBUTE TO...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    JOB DESCRIPTION DEPARTMENT Actuarial ERM REPORTING POSITION L5 WORK LOCATION Goregaon (East), Mumbai. Corporate office KEY RESPONSIBILITIES Weightage Experience analysis- Evaluating the Mortality Experience for both Individual and Group business.- Calculating the persistency rates to track policyholder retention.- Preparing the...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    Title:- Chief ManagerGrade':- L5Location:- Goregaon East IT ParkDepartment:- OperationsSub Department:- Quality Assurance DepartmentKey Responsibilities;Managing the activities of Quality Assurance team, to ensure that their activities are conducted on time and in accordance with the process laid down in Standard Operating procedure and ensuring the issues...