Job
Ref No.: BOE-BLR-181119
About the Client
Our
client is part of a large Chennai based group of companies offering Customized
Insurance solutions in Life and General Insurance (Health care, Property and
Liability) and acts as Knowledge Intermediary for Corporate & Retail
Customers. In addition to helping
customers with their standard insurance requirements, we are also into product
development – designing special products customized to suit the needs of
specific customer-groups.
About the Job
You will assist the Branch Head in the day to day
operations of the Branch Office which will entail coordination with sales team,
policy documentation, claims processing, MIS to HO, general office administration
and housekeeping.
Desired Profile
Education
& Language skills
·
Any Bachelor’s Degree from an UGC approved University
·
Fluent in written & spoken English
· Should have good verbal communication skills in at
least one Regional Language viz., Tamil, Telugu, Kannada.
·
Insurance Qualification would be an added advantage
but not a must
Experience
·
Minimum 2-3 years of in a company of repute.
·
Experience in an insurance surveyor’s firm / insurance
broking firm would be an added advantage.
Role & Responsibility
Ability to handle the below mentioned
responsibilities
· Maintain and manage all the
files as per the business requirement and retrieve the same as and when
required by the Branch Head or Head Office
· Closely liaise with the
customer / insurance companies / other stake holders for policy related matters
and resolve the same at the earliest
· Closely work with the
Insurers, Branch Head, Head Office and the Customers in collating the requisite
documents viz., policy documents, endorsements, policy schedules, premium
receipts, claim papers etc., with a view to ensure that the service time lines
are maintained within the acceptable time limits.
· Maintain proper MIS of the
business done in the Branch and ensure that all entries are correctly entered
in the insurance software on a day to day basis.
· Manage the office administration on all aspects
including office upkeep/cleanliness/housekeeping
· Supervise and monitor the functioning of the office
assistant
· Assist the Branch Head in Sales support where ever
required
· Accompany the Branch Head for Sales calls wherever
required
· Handle the insurance requirements of the existing and
prospective customer when the Branch Head is out of station or on leave.
· Help the Branch Head wherever possible to ramp up
business
Key skills / Competencies Needed
·
Good communication skills
·
Hands on experience in Excel , good if knowing advance
excel like Vlookup, Hlookup
·
Possess good interpersonal relationship &
coordination skill
Apply
to: jobs@p3synergy.com
Contact:
Vaidyanathan R – 9600008133
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