Process Associate

5 hours ago

Mohali, Punjab, India Kalyan Business Solutions Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Department: Insurance

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.
  • Follow up via email for pending documentation or clarifications.
  • 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
  • Outlook professional email communication
  • SharePoint document access and storage
  • Familiarity with Sunrise and SCTP platforms is a plus

Required Skills:

  • Basic understanding of general insurance processes
  • Good communication and email etiquette
  • 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

Schedule:

  • Day shift

Application Question(s):

  • Do you have experience in handling insurance processes for the Australia and New Zealand markets?

Education:

  • Bachelor's (Required)

Experience:

  • Insurance processing: 1 year (Required)

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