Job Description

A brief description of responsibilities to be handled is as below.
1. Accountable for commercial renewals (Liability) or for complete renewal process i.e. from
understanding clients’ insurance requirements till placement and post placement activities
2. Taking care of all routine activities i.e. Endorsements, Declarations and MIS etc.
3. Good at maintaining client relationship along with overall account handling
4. Maintaining relationship with Insurance companies
5. Preparing and maintaining various work related reports

Candidate requirements:

•  Excellent Verbal and Written Communication Skills
•  Knowledge of MS-Office
• Ready to travel for meetings as maybe required

Taking care of EB Policies i.e. GMC,GPA, WC,Term Life & Travel Policy

• Preparing client data
• Preparing addition-deletion record
• Addition /deletion/ correction to insurance co.
• Follow up for Endorsements from insurance co.
• Follow up for cards from insurance co./TPA
• Endt./Cards sent to client
• Monthly CD Review
• Monthly MIS
• Meeting with clients & insurance company as well
• Cheque Entry
• Check Daily mails & resolve clients query

Monthly Addition-Deletion

• Create month wise folder and save the client mail, If data is incomplete then mail to client
• Add-Del entry in master sheet
• Uploading sheet preparation
• Upload data in Software (PDA Creation)
• Sent add-del request to ins co.

Endorsement Received from Ins co.

• Update in master sheet
• Update in software- PDA Remove
• Sent to client - Soft copy
• Sent to TPA-GMC Only for cards
• Followup for hard copy - Sent to client

Cards

• Endt to TPA-GMC Only for cards
• Followup for E-Cards & Hard Copy
• Sent to client - Soft & Hard Copy

Monthly CD Review

• Review FP &  Ins Co. CD
• Balance to be matched
• If difference, checked with ins co.

Monthly MIS

• Below details included in MIS
• Policy Wise as on date premium summary with emp count
• Respective Add-del data (GMC,GPA & GTL-Policy wise separate sheet)
• Current List (GMC,GPA & GTL-Policy wise separate sheet)
• Updated CD Statement
• Claim Summary
• Claim Report

Monthly Visit

Visit to Client / Insurance co.

Software related work

• Policy Entry
• Endorsement Entry - PDA Create & PDA Remove
• Cheque / NEFT Payment entry

Data Uploading-Software

• Main Policy
• Monthly Addition-Deletion
• CD Reconciliation

CTC offered:

Depends on candidate profile and experience

WFM avaible