
Operation Executive Insurance
2 days ago
**Major Responsibilities**:
- Proficiency with insurance management software and CRM systems.
- Accurately input client and policy data into internal insurance systems.
- Maintain and update databases with client information, policy renewals, adjustments, and claims records.
- Ensure all client details and policy documents are correctly entered and stored, adhering to company compliance standards.
- Support the sales and underwriting teams by preparing client files, managing paperwork, and ensuring timely policy issuance and renewals.
- Keep detailed records of all client interactions, policy changes, and claims processes.
- Prepare regular reports on client portfolios, including renewal status and claims updates.
- Stay informed about the latest developments in the insurance industry, especially in the Pune market.
- Provide clients with insights on new products or regulatory changes that may impact their coverage.
- Work closely with the underwriting, claims, and sales teams to ensure smooth operations and exceptional client service.
Excellent communication and interpersonal skills
Pay: From ₹30,000.00 per month
Schedule:
- Day shift
Work Location: In person
**Speak with the employer**
+91 9685558665
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