Insurance Support

5 days ago

Andheri Mumbai Maharashtra, India Abchlor Investments Private Limited Full time

**Key Responsibilities**
- **Insurance Product Integration**:

- Provide support to financial advisors, insurance agents, and clients on the integration of insurance products with mutual funds.
- Assist with the design and implementation of insurance-linked mutual fund offerings, such as variable life insurance (VLI) or indexed universal life (IUL) policies.
- Collaborate with product managers to ensure that insurance offerings align with mutual fund investment strategies.
- **Client Support**:

- Handle client inquiries related to insurance policies linked to mutual funds.
- Assist clients with policy changes, claim inquiries, and resolve issues related to the insurance products within mutual fund portfolios.
- Provide guidance on insurance premiums, coverage options, and the impact of mutual fund performance on policy values.
- **Compliance and Regulatory Support**:

- Monitor and ensure compliance with insurance industry regulations and mutual fund investment rules.
- Prepare documentation and reports for audits, regulatory filings, and internal controls to ensure that insurance practices related to mutual funds remain in line with legal standards.
- **Investment Reporting**:

- Support the preparation of periodic investment reports for insurance products within mutual funds.
- Help generate performance reports, including analysis of mutual fund returns, insurance product growth, and any relevant market trends.
- Ensure timely delivery of reports to clients and internal stakeholders.
- **Administrative Support**:

- Process transactions related to insurance and mutual fund interactions (e.g., premium payments, claims processing, policy changes).
- Maintain accurate records of client interactions, transaction history, and insurance-related data.
- Assist with onboarding new clients and maintaining client files.
- **Training and Knowledge Management**:

- Stay updated on industry trends, product offerings, and regulatory changes regarding insurance and mutual funds.
- Support the creation of training materials and participate in educating internal teams on insurance and mutual fund products.
- Assist in developing customer-facing FAQs and other documentation.

**Skills & Qualifications**
- Bachelor’s degree in Finance, Business, or related field (preferred).
- Experience in the insurance or mutual fund industries (minimum 2-3 years preferred).
- Strong understanding of insurance products, such as life insurance, annuities, and their relationship with mutual funds.
- Familiarity with investment and financial markets, particularly mutual funds and insurance products.
- Knowledge of regulatory requirements in the insurance and investment sectors.
- Excellent communication and interpersonal skills

Contact details,
Komal - 8850592881

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

Pay: ₹8,979.64 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Supplemental Pay:

- Yearly bonus

**Experience**:

- total work: 2 years (required)

Work Location: In person

**Speak with the employer**
+91 8850592881

  • Life Insurance Coordinator

    2 weeks ago

    Andheri, Mumbai, Maharashtra, India Probus Insurance Broker Full time

    Job Description. **Life Insurance Coordinator** Location : Andheri **Accountability**: - 1. Attend Calls From Customers/PoSP’s And Deal With Their Queries And Requirements 2.Gather Sales Information And Put It Into An Easily Readable Format 3. Follow Up With Customer/PoSP’s To Make Sure That They Are Satisfied With A Particular Product 4. Makes Sure...

  • Insurance Placement Solutions

    5 days ago

    Andheri East, Mumbai, Maharashtra, India Coverfox Insurance Broking Full time

    **Job description** **Key Responsibilities** - **Client Coordination**: Engage with clients to assess and understand their group insurance needs. - **Market Negotiation**: Coordinate with multiple insurance providers to obtain competitive quotes and policy terms that best match client requirements. - **Policy Structuring**: Analyze and compare various...

  • Insurance Advisor

    2 weeks ago

    Andheri West, Mumbai, Maharashtra, India Max life insurance Full time

    Qualificati 12th and above Selling experience will be additional benefit Selling life insurance policies Full training provide and good office and seniors support **Job Type**: Part-time Part-time hours: 12 per week **Salary**: From ₹20,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus - Yearly...

  • Commercial Underwriter

    5 days ago

    Andheri West, Mumbai, Maharashtra, India Eksure Insurance Brokers Pvt Ltd Full time

    **Job Title**: Commercial Underwriter - General Insurance (Broking Industry) **Location**: Andheri (West), Mumbai **Employment Type**: Full-time **About the Role**: We are seeking a motivated and detail-oriented **Commercial Underwriter** with a background in **General Insurance** and at least **2 years of relevant experience**. The role involves...

  • Commercial Underwriter – General Insurance

    6 days ago

    Andheri West, Mumbai, Maharashtra, India Eksure Insurance Brokers Pvt Ltd Full time ₹ 2,18,000 - ₹ 5,38,037 per year

    Job Title: Commercial Underwriter – General Insurance (Broking Industry)Location: Andheri (West), MumbaiEmployment Type: Full-timeAbout the Role:We are seeking a motivated and detail-oriented Commercial Underwriter with a background in General Insurance and at least 2 years of relevant experience. The role involves underwriting, evaluating, and analyzing...

  • Life Insurance Agent

    2 weeks ago

    Pune H.O, Pune, Maharashtra, India Ever Insurance Full time

    We are searching for a highly observant insurance agent/consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs. Conduct in-depth consultations with clients to assess their...

  • International Bpo

    1 week ago

    Andheri, Mumbai, Maharashtra, India AFTERSHOCK Full time

    **Job Summary**: We are looking for dynamic and customer-focused professionals to join our **International BPO Insurance Process** team. The role involves handling customer queries, policy processing, claims support, and providing assistance to clients for international insurance services. This is a voice/non-voice process requiring excellent communication...

  • Insurance Sales

    24 hours ago

    Mumbai, Maharashtra, India Itus Insurance Brokers Pvt. Ltd Full time ₹ 4,80,000 - ₹ 6,00,000 per year

    Relationship Manager – Insurance Sales.Experience - Insurance Broking Company.Identifying, recruiting, and onboarding new agents - POSP, ensuring they meet company standards and are properly trained.Achieving Sales TargetProviding ongoing training and development opportunities for agents, including product knowledge, sales techniques, and professional...

  • Insurance Operations Executive

    19 hours ago

    Mumbai, Maharashtra, India Afia Insurance Brokerage Services Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job Description:We are pleased to inform you that is currently hiring for the position of Insurance Operations Executive. This remote role is an excellent opportunity for professionals with a strong aptitude for organization, operational efficiency, and client support.As an Insurance Operations Executive, you will be responsible for managing key...

  • Back Office

    1 week ago

    Andheri, Mumbai, Maharashtra, India HR POWER PAK Full time

    **Job Summary**: Location: Andheri west Note: It is a night shift opportunity. Timings: 7pm - 4am. **Key Responsibilities**: - **Policy Processing & Documentation**: - Verify and validate customer documents as per company guidelines. - Maintain accurate records of policy details in the system. - **Claims Support & Data Management**: - Assist in...