Insurance Associate

2 weeks ago

Kolkata, West Bengal, India Impact Hr Km Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per year
Job Description

The Insurance Associate will play a key role in supporting the sales and customer service functions within our organization. This individual will assist clients with their insurance needs, explain policy details, process applications, and ensure smooth post-sales operations. The ideal candidate will have strong communication skills, a keen eye for detail, a customer-centric approach, and a desire to build a career in the dynamic insurance sector.

Responsibilities
  • Client Engagement & Support:
  • Serve as an initial point of contact for clients, addressing inquiries about insurance products, policies, and services.
  • Provide clear, accurate, and comprehensive information to clients, both over the phone and in person.
  • Assist clients in understanding various insurance terms, benefits, inclusions, and exclusions.
  • Sales Support & Documentation:
  • Support senior sales executives or agents in preparing proposals, presentations, and policy documents.
  • Guide clients through the insurance application process, ensuring all forms are filled out accurately and completely.
  • Collect and verify necessary client documentation for policy issuance and renewals.
  • Process policy issuance, endorsements, and cancellations as per company guidelines.
  • Customer Relationship Management:
  • Maintain positive relationships with existing clients through regular follow-ups, reminders for premium payments, and updates on policy changes.
  • Address client concerns or complaints professionally and efficiently, escalating complex issues to the appropriate department or supervisor.
  • Assist clients with basic post-sales services, such as policy modifications or address changes.
  • Claims Assistance:
  • Provide initial guidance and support to clients during the claims process.
  • Assist clients in compiling necessary documents for claims submission and liaise with the claims department for smooth resolution.
  • Record Keeping & Reporting:
  • Maintain accurate and organized records of all client interactions, policy details, and transactions in the company's system.
  • Prepare basic reports on sales activities, client queries, and policy status as required.
  • Compliance & Knowledge:
  • Adhere strictly to all IRDAI (Insurance Regulatory and Development Authority of India) regulations, company policies, and ethical guidelines.
  • Continuously update knowledge on new insurance products, market trends, and regulatory changes.

  • Senior Manager- UK Life and Pension Insurance

    1 week ago

    Kolkata, West Bengal, India Wipro Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Sr. Manager UK Life and Pension, insurance Process Position OverviewThe Sr. Manager role is a non-voice position within the insurance process, specifically Life and Pension Retirements. Candidates must be flexible to work in any shift and hold a graduate degree in any stream.Qualifications & ExperienceGraduate in any discipline12+ years of experience,...

  • Commission Sales Associate

    1 week ago

    Kolkata, West Bengal, India SARKAR SERVICE POINT Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Company DescriptionSARKAR SERVICE POINT is an insurance company located in Jaynagar, West Bengal, India. Our primary location is on Shirali Para Road. We are dedicated to providing exceptional insurance services to our clients. Our team is committed to reliability and customer satisfaction.Role DescriptionThis is a full-time role for a Commission Sales...

  • Agency associate

    2 days ago

    Kolkata, West Bengal, India kotak life Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on site role for an Agency Associate at Kotak Life, located in Kolkata with some work from home allowed. The Agency Associate will be responsible for supporting agency development activities, facilitating communication between the agency and internal departments,...

  • Business Finance Associate

    2 weeks ago

    Kolkata, West Bengal, India Nuvr Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Looking for a Finance Associate(13 yrs exp) to manage reconciliations, payouts, invoices & reports.Must be strong in Excel/Google Sheets, accounting principles & e-commerce ops. B.Com/Finance degree required;MBA/CA Inter/CFA a plusProvident fundHealth insurance

  • Recruitment Associate

    4 days ago

    Kolkata, West Bengal, India Bajaj Allianz Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    PROFILE NAME :RP WORKING HOURS : 8 HOURS EXPERIENCE : FRESHERS & EXPRIENCED LOCATION : KOLKATA,BIHAR,ASSAM,JHARKHAND,ODISHA,M.P,C.G BRANCH ADDRESS : NEWTOWN, KOLKATA LOCATION : REMOTE(WORK FROM HOME) The Ideal Candidate Will Be Responsible For Overseeing All The Areas Of Operations Including Recruitment, Training , Business...

  • Associate partner

    4 weeks ago

    Kolkata, West Bengal, India Freelancer Mithun Nayak Full time

    Job DescriptionAditya Birla CapitalKolkata park street.Job DescriptionJob Purpose:Financial consultant/ASSOCIATE PartnerProviding strategic advice across a variety of financial products and services.Assessing client's overall financial picture, understand their needs and develop a solid financial plan.Guiding clients towards a profitable and secure financial...

  • Area Manager

    2 weeks ago

    Kolkata, West Bengal, India Maklav Insurance Brokers Pvt Ltd Full time ₹ 5,00,000 - ₹ 7,00,000 per year

    Designation : Territory Manager/ Area Manager.Location: Kolkata / WB / Nearby Areas.CTC: 5 lacs to 7 lacs.Desired Candidate Profile· Education: Graduate/Postgraduate (MBA preferred)· Experience:5–12 years in insurance / Insurance BrokingMinimum 3–4 years of experience in team handling· Certifications: IRDAI POSP or broker license (mandatory or...

  • Claims Manager

    4 weeks ago

    Kolkata, West Bengal, India Anand Rathi Insurance Brokers Ltd Full time

    Claims RoleFunction PurposeThe Claims Function in our insurance broking company is designed to facilitate the efficient and accurate processing of insurance claims. This function aims to ensure timely resolution of claims, maintain client satisfaction, and uphold the credibility of the organization by adhering to ethical and legal standards.Role PurposeThe...

  • Import Associate

    2 weeks ago

    Kolkata, West Bengal, India Twinkle Tradecom Pvt Ltd Full time ₹ 2,40,000 - ₹ 6,07,94,000 per year

    Job DescriptionWe are seeking an Import Associate to manage and coordinate all import-related activities for our EV manufacturing operations. The role involves overseeing documentation, ensuring compliance with import regulations, coordinating with suppliers, and supporting smooth supply chain operations.Key Responsibilities:Manage and process import...

  • Process Associate

    9 hours ago

    Kolkata, West Bengal, India Ancile Technologies Full time ₹ 30,00,000 - ₹ 42,00,000 per year

    We are seeking experienced and skilled Process Associates (Voice) for our delivery centre in Kolkata. As a Process Associate, you will be responsible to deliver the following responsibilities:Initiate outbound calls to potential and shortlisted Candidates for HiringHandle inbound calls with utmost professionalism adhering to the call etiquettes of the...