Employee Benefits Insurance Specialist

4 days ago


Mumbai, Maharashtra, India Anand Rathi Insurance Brokers Ltd Full time
Job Description

The Employee Benefits Insurance Specialist will play a vital role in ensuring client satisfaction and maintaining strong client relationships. Key responsibilities include:

  1. Client Relationship Management:
  • Build and maintain strong relationships with clients through regular communication and follow-ups.
  • Understand clients' insurance needs and provide appropriate solutions or assistance.
Policy Management and Processing:
  • Handle policy issuance, renewals, endorsements, and cancellations in compliance with organizational and industry guidelines.
  • Ensure accuracy and completeness of policy documentation and related processes.
Client Queries and Issue Resolution:
  • Address client inquiries, concerns, and complaints promptly and professionally.
  • Collaborate with internal teams to resolve issues and provide satisfactory solutions to clients.
Cross-Selling and Upselling:
  • Identify opportunities to cross-sell or upsell additional insurance products to existing clients.
  • Provide clients with information about additional coverage options that may benefit them.
Compliance and Documentation:
  • Ensure compliance with all regulatory and legal requirements in insurance servicing activities.
  • Maintain accurate and up-to-date client records and documentation in accordance with company policies.


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