Operations Executive

6 days ago

Mumbai, Maharashtra, India Afia Insurance Brokerage Services Full time

Key Responsibilities:

  • Handle motor insurance enquiries shared by the respective teams and promptly provide quotations through respective channels.
  • Prepare accurate, competitive, and comprehensive quotations aligned with the Advisors strategy for each inquiry.
  • Manage the entire process from quotation to binding and ensure smooth transition for policy issuance.
  • Verify the validity of customer documents, ensuring accuracy and completeness of details prior to submission.
  • Navigate insurer portals with efficiency to generate and procure terms.
  • Provide administrative support, including preparation of reports, circulation of policy documents, and following the companys workflow processes.
  • Support Sales Advisors with follow-ups, maintaining updated documentation, and generating timely reports.
  • Collect, review, and follow up on client information and documents through calls, emails, and other communication channels.
  • Determine eligibility of clients by matching submitted information against insurer requirements.
  • Ensure compliance with company policies, insurance regulations, and internal operational standards.

Skills & Competencies:

  • Strong knowledge of motor insurance products and underwriting requirements.
  • Motor insurance experience is must.
  • Proficiency in using insurance portals and Microsoft Office tools.
  • Good communication skills (written and verbal).
  • Strong attention to detail and ability to work under tight timelines.
  • Team player with the ability to coordinate effectively across departments.

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