Any Graduate

5 days ago

Bhavnagar, India KK HR services Full time

**Key Responsibilities:Client Servicing & Policy Support**
- Act as the first point of contact for customer inquiries related to policy servicing, renewals, and claims.
- Ensure prompt resolution of client issues and maintain a high standard of service delivery.
- Build long-term relationships with clients by providing consistent and courteous communication.

**Sales Support & Documentation**
- Assist the sales team by preparing documents for new policies, endorsements, and renewals.
- Monitor and share updates regarding pending claims, documentation status, and underwriting needs.
- Ensure all policy-related documents are correctly prepared and submitted within timelines.

**Insurance Partner Communication**
- Coordinate with insurers for claim intimation, follow-ups, and approvals.
- Address escalations and track pending issues for timely closure.
- Manage TATs (Turnaround Times) by following up on documentation gaps or clarifications.

**Claims Handling & Underwriting Assistance**
- Organize and maintain accurate records for all claims filed, including status tracking and approvals.
- Assist in proposal form verification and follow-up for underwriting decisions.
- Ensure all documentation is digitized and archived systematically.

**Administrative & Operational Tasks**
- Maintain organized records of client files, renewals, and communication history.
- Update and manage data on Excel sheets and internal CRM software.
- Generate and compile MIS reports, policy logs, and monthly performance summaries.
- Coordinate with internal departments to ensure smooth daily operations.

Pay: ₹12,000.00 - ₹15,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Work Location: In person

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