Process Associate

2 days ago

Mohali Punjab, India Kalyan Business Solutions Full time

**Job Title: Process Associate - Insurance**

**Department**: Insurance
**Location**: Mohali
**Reports To**: Team Lead/Manager

**Job Summary**:
The Process Associate - Insurance will be responsible for handling insurance-related processing tasks, including **policy issuance, renewals, endorsements**, and basic client coordination. The role primarily involves working with insurance documentation, maintaining compliance timelines, and ensuring accurate data entry across systems.

**Key Responsibilities**:
**Insurance Operations & Processing**:

- Process **new insurance business**, **renewals**, and **endorsements**.
- Work across key insurance categories such as:

- **Home and Contents**:

- **Private Motor**:

- **Business Insurance**:

- **Commercial Property**:

- Issue Certificates of Currency (COC) and other relevant policy documents.
- Maintain pre-renewal timelines and ensure accurate processing through insurance platforms.

**Compliance & Documentation**:

- Ensure documentation is in line with internal compliance policies.
- Assist in collecting and organizing basic compliance documents such as COC and LOA.
- Update records and trackers as per internal workflow requirements.

**Software & Tools Exposure**:

- **Zoho CRM** - policy and contact management
- **Insight** - for quoting and policy processing
- **SharePoint** - document access and storage
- Familiarity with **Sunrise** and **SCTP** platforms is a plus

**Required Skills**:

- Basic understanding of general insurance processes
- Attention to detail and ability to follow standard procedures
- Ability to manage time effectively and meet deadlines
- Willingness to learn and adapt in a team environment

**Work Schedule**:

- Full-time role as per company shift timings
- Adherence to company policies and task deadlines

Pay: ₹35,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

Application Question(s):

- Do you have experience in handling insurance processes for the Australia and New Zealand markets?

**Education**:

- Bachelor's (required)

**Experience**:

- Insurance processing: 1 year (required)

Work Location: In person

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