
Operation Executive
2 weeks ago
**Key Responsibilities**:
- **Client & Internal Coordination**:
- Coordinate with clients and the Marketing Executive (ME) for smooth flow of information.
- Obtain necessary data and documentation from the ME and/or clients.
- **Document Preparation & Verification**:
- Prepare Broking Slips (BS) / Request for Quotes (RFQs).
- Verify BS details against client-provided data and rectify discrepancies.
- **Insurer Interaction**:
- Float BS to various insurers and follow up for quotations.
- Collate quotes and liaise with clients, Marketing Personnel (MP), and insurers to finalize terms and conditions.
- **Documentation & Reporting**:
- Prepare the Quote Comparison Report (QCR) and hand it over to the ME.
- Draft and submit the Placement Slip (PS) to the insurer.
- Collect receipts and/or cover notes from insurers and ensure accuracy.
- Maintain organized records of all received documents for future reference.
- **Policy Issuance**:
- Follow up with insurers to obtain the final policy document.
- Review the issued policy for accuracy and ensure necessary corrections are made.
- Send the final policy along with a covering letter to the client.
- **Brokerage & Financial Reconciliation**:
- Follow up with insurers to obtain brokerage and TDS certificates.
- Reconcile brokerage amounts and address discrepancies as needed.
- **Group Mediclaim & TPA Coordination**:
- Coordinate with TPAs for Group Mediclaim policies to streamline claim processes.
- Organize monthly meetings with clients and TPAs to resolve ongoing issues.
- **Miscellaneous**:
- Handle any additional tasks or issues that arise during the insurance servicing process.
**Qualifications & Skills**:
- Bachelor's degree in Commerce, Business Administration, or a related field.
- 1-3 years of experience in insurance operations or broking preferred.
- Strong organizational and communication skills.
- Detail-oriented with good analytical and problem-solving abilities.
- Proficiency in MS Office (Excel, Word,)
**Job Types**: Full-time, Permanent
Pay: ₹25,000.00 - ₹35,000.00 per month
Schedule:
- Day shift
Work Location: In person
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