
Process Associate
13 hours ago
**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: ₹30,000.00 - ₹40,000.00 per month
Schedule:
- Day shift
**Education**:
- Bachelor's (preferred)
**Experience**:
- Process Associate - Insurance: 1 year (required)
Work Location: In person
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