
Motor Insurance Clerk
6 days ago
Greetings of the Day
We have an excellent opportunity for Ex/Sr. Ex - Motor Deptprofile for a well-known company
Designation - Ex/Sr.Ex - Motor Dept
Location - Vile parle
Experience - 2-3+ Year Motor Insurance
Any Gender
Role: Motor quote and policy issuance
Dept: Motor
- Preparing Private Car Quotes with various Options
- Coordinaing to clients and assisting them in selection of Right Product.
- Getting The Payment Processed and Policy issuance.
- Must possess knowledge and skills in computer especially in Microsoft Office packages, Microsoft Excel.
- Provide excellent customer service and provide support to retain and acquire profitable business of the
company
Policy Service & Endorsements: On spot issuance of policies through online system.
Coordinating with insurance companies for open policies issuance; endorsements if any corrections.
Record Management: Maintain softcopies of all the quotations issued to clients, policy back papers, claims
documents etc. and maintain files with hardcopies if required. Maintaining excel MIS in reporting format for
month wise policy\endorsements issued, commission reconciliation, claims, branch wise leads received &
renewals MIS etc.
Customer Service & Renewals: Handling clients queries related to online portal, certificates, policy
booking\dispatch, mid-term endorsements, claims issues etc. and provide them best possible solution within
communicated timelines. Monitoring client wise open contracts through online systems & check premium
balances for renewals
e-depositing the premiums with regular dialogue with client’s staff.
Internal Reporting: Sharing daily report and feedback to TEAM by maintaining “daily issues tracker” while
dealing with insurance partners, internal teams and clients.
Key Performance Standards
- Adherence to the TAT & Accuracy in transactions is the key to success.
- Preparation of Regulatory and Strategic Management Report
- Preparation of Daily, Monthly, Quarterly MIS Reports and TAT reports
- Analysis of process and handle the Ad hoc MIS
- Quality in negotiations & frequent dialogue with insurance company employees, internal sales team and
regular clients.
- Complete Responsibility to protect digital records, assigned data with integrity and should not be disclosed with
any third-party without knowledge of reporting manager.
- Proactive in understanding various service issues and close them within stipulated time along with good level
co-ordination and follow up with various stakeholders in organization and partners.
**Job Type**: Fresher
**Salary**: ₹25,000.00 - ₹35,000.00 per month
Schedule:
- Day shift
**Experience**:
- Motor insurance: 1 year (required)
**Speak with the employer**
+91-XXXXXXXXXX
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