Operations Executive
- Arion Insurance
- 1 - 3 years
- Delhi, NCR
- 2 months ago
- Email to a friend
- Report this job
Job Description
We are looking for a detail-oriented and proactive Operations Executive to support the end-to-end insurance placement and servicing process. The ideal candidate will be responsible for coordinating with clients, marketing executives, insurers, and TPAs to ensure timely and accurate execution of insurance documentation and related operational tasks.
Role & responsibilities
- Client & Internal Coordination:
- Coordinate with clients and the Marketing Executive (ME) for smooth flow of information.
- Obtain necessary data and documentation from the ME and/or clients.
- Document Preparation & Verification
- Prepare Broking Slips (BS) / Request for Quotes (RFQs).
- Verify BS details against client-provided data and rectify discrepancies.
- Insurer Interaction:
- Float BS to various insurers and follow up for quotations.
- Collate quotes and liaise with clients, Marketing Personnel (MP), and insurers to finalize terms and conditions.
- Documentation & Reporting:
- Prepare the Quote Comparison Report (QCR) and hand it over to the ME.
- Draft and submit the Placement Slip (PS) to the insurer.
- Collect receipts and/or cover notes from insurers and ensure accuracy.
- Maintain organized records of all received documents for future reference.
- Policy Issuance:
- Follow up with insurers to obtain the final policy document.
- Review the issued policy for accuracy and ensure necessary corrections are made.
- Send the final policy along with a covering letter to the client.
- Brokerage & Financial Reconciliation:
- Follow up with insurers to obtain brokerage and TDS certificates.
- Reconcile brokerage amounts and address discrepancies as needed.
- Group Mediclaim & TPA Coordination:
- Coordinate with TPAs for Group Mediclaim policies to streamline claim processes.
- Organize monthly meetings with clients and TPAs to resolve ongoing issues.
Miscellaneous:
- Handle any additional tasks or issues that arise during the insurance servicing process.
Preferred candidate profile
Job Classification
Industry: InsuranceFunctional Area / Department: Customer Success, Service & OperationsRole Category: OperationsRole: Operations - OtherEmployement Type: Full timeContact Details:
Company: Arion InsuranceLocation(s): Delhi, NCR
Keyskills: Document Verification Backend Operations Policy Issuance Tpa Billing Invoicing Claims Processing
Similar positions
Arion Insurance
ARION is an IRDAI registered broker, in full compliance with all its regulations and policies. Our aim is to bring more and more businesses under the secure umbrella of insurance. We work everyday towards this goal by educating businesses about their Risk Exposure, and facilitating the associat...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in