Insurance Executive

4 days ago

Vashi Navi Mumbai Maharashtra, India Vidya Bridge Full time

**Role & Responsibilities**:
As an **Insurance Executive**, you will be responsible for a variety of tasks focused on providing customer service, managing policy-related inquiries, and ensuring smooth processing of insurance products. Your role will involve:

- **Customer Assistance**:

- Address customer inquiries regarding insurance products, coverage, and claims.
- Provide guidance on insurance policy options, features, and benefits.
- **Policy Management**:

- Assist customers with policy issuance, renewals, and amendments.
- Ensure accurate and timely documentation of all transactions.
- Track policies and notify customers of upcoming renewals or changes.
- **Claims Support**:

- Assist clients in the claims process, providing updates and required information.
- Facilitate smooth coordination between the customer and the claims team.
- **Sales Support**:

- Support the sales team by providing information on various insurance products and packages.
- Help generate leads and cross-sell/up-sell to potential customers.
- **Compliance & Documentation**:

- Ensure that all customer interactions and transactions are in compliance with company policies and regulatory guidelines.
- Maintain accurate records of customer communications and transactions.
- **Customer Education**:

- Educate clients about insurance products, policy terms, exclusions, and claim processes.
- Promote awareness of the company’s various products and services.
- **Reporting & Analytics**:

- Maintain daily reports related to customer inquiries, policy status, and claims processing.
- Ensure that all data is properly entered into the system for analysis.

**Required Qualifications & Skills**:

- **Educational Qualification**:

- Graduation in any field (preferably in business or insurance).
- Certification in Insurance (preferably IRDAI certification) would be an added advantage.
- **Experience**:

- 0-2 years of experience in the insurance industry or customer service role.
- Prior experience in handling claims, policy servicing, and sales support is preferable.
- **Skills**:

- Strong communication skills (both verbal and written).
- Good understanding of insurance products and services.
- Customer-centric approach with problem-solving abilities.
- Proficiency in MS Office (Excel, Word, PowerPoint).
- Ability to multitask and handle a fast-paced work environment.

**Job Types**: Full-time, Fresher

Pay: ₹14,000.00 - ₹25,000.00 per month

Schedule:

- Rotational shift

**Language**:

- English (required)

Work Location: In person

**Speak with the employer**
+91 8318110780

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