Executive- Employee Benefits

Job Description

  • Email management.
  • Invoicing
  • Policy placement
  • Initial Renewal Reminders.
  • Follow up with clients on the confirmation
  • Inception payments, cards arrrangement, verification
  • Quotation Preparation
  • Quoting alternative terms and following up with clients
  • Endorsement request assessment.
  • Submission of requests to insurers & follow up.
  • Document management.
  • Support the team to follow up on premium outstanding.
  • Follow up with insurers on endorsement processing.
  • Management of Addition & Deletion requests.
  • Tracker Management.
  • Follow up on medical cards, Invoice, SOA with the insurers.
  • Follow up on installment & outstanding premiums from clients.
  • Cheque collection and submission to insurer.
  • Preparation of Invoices.
  • Reconciliation with clients & insurers.
  • Share active list of the client with team on timely requests.
  • Supporting Pre-sales team.
  • Tracker Maintenance
  • Assisting on pre-sales
  • Preparing Network Comparison
  • Handle first level client escalations. 
LOCATION:  Mumbai, Maharashtra;

Salary Offered :  20-30k per month ;
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