Motor Insurance Clerk

5 days ago

Vile Parle Mumbai Maharashtra, India SaffronBizz Solutions LLP Full time

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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