Insurance Executive

3 days ago

Thane, India Sharma Consultants Full time

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 - ₹22,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Flexible shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Thane, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 2 years (preferred)
- Insurance Backend: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**
+91 9821810076
- Health insurance

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