
Branch Operations
6 days ago
Greeting from Kotak Life Insurance
Interested candidate can share their cv on or Mail:
Job Title:
Executive Group Insurance Operations (CSG)
Job Description:
We are looking for a detail-oriented professional to manage end-to-end operations of Group Insurance policies, including policy issuance, endorsements, premium calculations, underwriting coordination, and claims processing.
Key Responsibilities:
- Manual premium calculation based on the benefit structure of the policy
- Preparation of Proforma Invoice and follow-up for client payments
- Follow-up for new business and renewal documents
- Policy conversion coordination and quality check of policy documents
- Sharing policy documents with brokers and clients
- Underwriting requirements follow-up and arranging medical check-ups
- Tracking medical reports and underwriting decisions
- Updating system records to accept or reject member coverage based on underwriting decisions
- Handling monthly endorsement data requests and performing data sanity checks
- Coordinating endorsement requests with Head Office and verifying premium summaries
- Sharing premium summaries with brokers/clients and ensuring correctness of premium charged
- Following up for PDF copies of endorsements and rated-up letters
- Sharing medical reports with employees post underwriting completion
- Handling gratuity requests and refund details after QC
- Sharing UTR details with clients for transactions
- Managing death claim process: locking member records, sharing document requirements, registering claims, and following up on settlement details
Required Skills:
- Strong knowledge of Group Insurance Operations
- Familiarity with Policy Servicing, Endorsements, Premium Calculations, and Claims Processing
- Good coordination and follow-up skills with clients, brokers, and internal teams
- Proficiency in MS Excel and data management
- Strong attention to detail and process orientation
Thanks,
Jayanth
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