General Insurance Back office Executive
- MP Joisar Finserve
- 1 - 6 years
- Mumbai
- 2 days ago
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Job Description
Role & responsibilities
- Accurately input and update data into various databases, software and crm system
- Lead Generation supoorting sales team
- Getting New Business quote from Insurance Companies to support sales team
- Negotiating with insurance companies
- Managing new leads and generating new leads through various mean.
- Coordinate with clients to obtain necessary information and ensure prompt updates.
- Prepare and provide Insurance Quotes to client for Renewal
- Policy Punching
- Act as primary point to client for policy issuance and renewals
- coordination with client and insurance companies /Partners foe work efficiency
- Maintain meticulous records and documentation related to client interactions and transactions.
- Collaborate effectively with senior team members to ensure operational efficiency.
- Utilize advanced MS Office skills to analyze data and generate insightful reports.
- Back office and marketing objective
Preferred candidate profile
- Proficiency in MS Office and other relevant software applications.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Ability to coordinate tasks effectively and work collaboratively with team members.
- Proactive mindset and willingness to learn and adapt to new challenges.
- Prior experience in the general insurance field is essential.
Qualifications:
- Candidate you Graduated - Commerce ,BBI (Bachelor in Banking and Insurance),BFM(Bachelor in Financial Markets ) will be more appreciated
- Proficiency in Microsoft Office Suite, particularly Excel, word
- Excellent communication skills for client interactions ,coordinating with partnered insurance company and team collaboration.
- Ability to work efficiently.
Benefits:
- Competitive salary package.
- Opportunities for career advancement and professional development.
- Comprehensive training and support.
- Collaborative and dynamic work environment.
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: General InsuranceRole: General Insurance - OtherEmployement Type: Full timeContact Details:
Company: MP Joisar FinserveLocation(s): Mumbai
Keyskills: General Insurance Coordination Quote Preparation Follow Ups Motor Insurance Quotation Client Coordination Client Communication Back Office Client Servicing Customer Interaction Policy Issuance Email Writing Client Relationship Health Insurance Client Handling
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MP Joisar Finserve
MP JOISAR FINSERVE Launched on 27th June 1988, For over 35 years, MP Joisar Finserve has been a leader in the profession of insurance and investment, helping customers find the best insurance and achieve ideal investments. With an unparalleled level of expertise and well-trained team to satisfy cl...
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