Client Service Associate

24 hours ago

Hyderabad, Telangana, India ca9f76d3-9c65-4cd6-81b2-9ed08934a7b6 Full time ₹ 70,000 - ₹ 1,20,000 per year

Client Service Associate Insurance

Job Summary:

As a Client Service Associate (CSA) in an insurance company, you will be responsible for supporting clients by handling inquiries, processing requests, and assisting with policy administration. Your role will ensure excellent customer service, policy accuracy, and smooth communication between clients and internal teams.

Requirements:

Education & Experience:

  • Bachelors degree in business, Finance, Insurance, or a related field (preferred but not required).
  • 0-1 years of experience in customer service, insurance, or administrative support.
  • Experience in insurance, risk management, and financial services is a plus.
  • Knowledge of insurance policies, underwriting, and claim processes is beneficial.

Skills & Competencies:

  • Excellent verbal and written communication skills.
  • Strong customer service and problem-solving abilities.
  • Attention to detail and ability to handle multiple tasks efficiently.
  • Knowledge of insurance regulations and compliance requirements.
  • Ability to work independently and collaboratively in a team environment.
  • Strong organizational skills with the ability to manage client records and documentation.
  • Should have knowledge in Microsoft Excel.
  • Should be able to work in Night Shifts

Responsibilities:

  1. Client Support & Communication

  2. Serve as the primary point of contact for client inquiries regarding policies, renewals, billing, and claims.

  3. Respond to customer concerns and escalate issues when necessary.

  4. Maintain strong relationships with clients, and underwriters.

  5. Policy Administration & Documentation

  6. Assist with policy issuance, renewals, endorsements, and cancellations.

  7. Ensure accuracy in client records and update account details as needed.

  8. Handle COI (Certificate of Insurance) requests and ensure timely delivery.

  9. Claims & Billing Assistance

  10. Assist in billing inquiries, payment processing, and premium reminders.

  11. Ensure clients receive the correct policy documents and explanations.

  12. Compliance & Reporting

  13. Ensure all policies and procedures comply with insurance regulations.

  14. Maintain accurate records and generate reports as needed.
  15. Stay updated on industry trends, policy changes, and coverage options.

Why Join Us?

  • A collaborative work environment with professional growth opportunities.
  • Exposure to a dynamic insurance industry with client-facing responsibilities.
  • Competitive compensation with benefits (if applicable).

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