5 Insurance Coverage Jobs

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. This role is specifically designed for experienced financial planners and investment advisers who have worked within a Registered Investment Adviser (RIA) firm or a wealth management setup catering to individual clients. We are myMoneySage, a SEBI Registered Investment Adviser and an award-winning wealth-tech platform; we empower wealth creation for HNIs & NRIs by leveraging technology & in-house research. We are looking for talented Financial planners/Investment Advisers to be a part of our growth story. You must be a Graduate or post-graduate in commerce with CFP, CWM with NISM XA, XB. You should have at least 4-5 years of experience in Comprehensive Financial Planning & Investment Management. A thorough understanding of multiple asset classes and financial products with expert knowledge of comprehensive financial planning as well as Tax and Investment planning is a must. Your responsibilities will include: - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. - Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. - Analyzing financial data received from clients to develop strategies for meeting clients" financial goals. - Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. - Implementing financial plans. - Building and maintaining your client base. Please note: Candidates with backgrounds primarily in investment banking, equity research, or corporate finance are not suited to this position.,

As a valuable member of our team, your primary responsibility will be to provide prompt, accurate, and friendly customer service. This involves offering cost-effective and comprehensive Insurance coverage to our clients. You will also be required to proactively prospect for new business opportunities through various channels and effectively follow up on warm leads. Additionally, responding to inquiries regarding coverage, policy changes, and insurance availability will be part of your daily tasks. To ensure that our clients make informed decisions, you will utilize a customer-focused and needs-based review process to educate them about different insurance coverage options available. Moreover, you will be responsible for conducting internal and client-facing status meetings. These meetings will provide updates on performance, address any issues that may arise, and focus on continuous improvement. It will also be essential for you to create and maintain detailed project and client documentation. Furthermore, you will play a key role in planning and facilitating client-planning sessions. These sessions are crucial to guarantee that all contractual obligations are met and that the performance of our clients" portfolio aligns with their expectations. Building strong working relationships with clients, stakeholders, and team members is paramount, and effective communication throughout the client life cycle will be essential in achieving this goal. In summary, your role will revolve around delivering exceptional customer service, actively seeking new business opportunities, educating clients on insurance options, maintaining thorough documentation, ensuring contractual obligations are met, and fostering strong relationships through effective communication. If you are someone who excels in customer service, has a keen eye for detail, possesses excellent communication skills, and enjoys working in a dynamic team environment, we encourage you to apply for this position.,

As the ideal candidate for this role, you will be responsible for seeking out the right talent for recruitment and coordinating interviews with department heads. You will handle all recruitment tasks independently and ensure compliance with labor legislation and laws at the head office, branch offices, and all sites. It will be your responsibility to ensure that all employees are covered by insurance plans such as GPA, W.C, ESIC, etc., as applicable. You will oversee the complete employee life cycle within the organization, from recruitment to exit. This includes formulating, upgrading, and developing HR policies, systems, SOPs, and practices across the Sakariya Group. Maintaining all employee records and comprehensive document files in accordance with the checklist will also fall under your purview. In collaboration with HODs, you will be tasked with preparing and updating job descriptions, as well as defining KRAs/KPIs for all positions. You will create a performance management and evaluation mechanism, provide feedback to employees, and implement employee reward mechanisms, including increments. Employee engagement activities, services, and addressing queries, letters, leave, attendance, grievances, and disciplinary actions will be part of your daily responsibilities in alignment with company policies. Creating a cohesive work environment that motivates employees to enhance productivity will be essential, along with managing office events and celebrations like Holi, Diwali, Ganesh Chaturthi, Navratri, etc. You will also oversee the complete administration work at the HO & Site offices, maintain CMD and his family insurance files, and ensure timely policy renewals. This is a full-time position with benefits including cell phone reimbursement and health insurance. The work schedule is during day shifts, and the work location is in-person.,

About H.E. Services: At H.E. Services" dynamic tech center in Hyderabad, you will have the opportunity to contribute to technological innovation for Holman Automotive, a prominent American fleet management and automotive services company. The primary objective is to continue investing in people, processes, and infrastructure to support our customers and pioneer new tech solutions. Holman has achieved significant milestones over its first century in business. The automotive markets Holman caters to encompass fleet management and leasing, vehicle fabrication and upfitting, component manufacturing and productivity solutions, powertrain distribution and logistics services, commercial and personal insurance and risk management, and retail automotive sales as a key player in the largest privately owned dealership groups in the United States. Join our team and be a part of the transformative journey shaping Holman's operations towards a more efficient, data-driven, and customer-centric future. Roles & Responsibilities: - Providing technical support to internal clients in relation to the placement and servicing of Personal Insurance coverage. - Executing policy changes, generating insurance documents and certificates, and handling other service requests. - Assisting in quoting activities by utilizing our comparative rater, Epic Quotes. - Managing the organization, scanning, and electronic filing of necessary insurance policy documents. - Supporting the support team in policy audits, data uploads/downloads from carrier sites, and aiding in retention efforts. - Completing administrative duties as assigned, such as responding to emails, electronic filing, mail sorting and distribution, carrier communications, preparing reports for management, assisting the finance and accounting team with assigned tasks. Education and / or Training: - Completion of a four-year college degree or equivalent experience as defined by department management. - Possession of a Property & Casualty Insurance License. Relevant Work Experience: - Previous experience in Property and Casualty insurance is preferred but not mandatory. Planning / Organizing / Managerial Knowledge: - Preferential consideration for candidates holding an insurance license or capable of passing state licensing exams for both Property and Casualty. - Highly organized individuals with a strong focus on task follow-up. - Emphasis on continuous learning and personal development. - Proficiency in using the Agency Management System, including participation in training sessions and independent study. Communicating & Influencing Skills: - Goal-oriented, self-motivated individuals with a sense of individual accountability and a collaborative team spirit. - Ability to build meaningful relationships with business partners and colleagues within the insurance operation. - Strong written and verbal communication skills. Note: Familiarity with Sales Force, Applied Epic, Canopy Connect is a plus.,

As a Recruitment and HR Compliance Specialist at Sakariya Group, you will play a key role in sourcing and recruiting top talent for our organization. Your responsibilities will include coordinating with department heads to schedule interviews, managing the entire recruitment process independently, and ensuring compliance with all labour legislation and laws across our head office, branch offices, and various sites. You will be responsible for ensuring that all employees are covered by insurance policies such as GPA, W.C, ESIC, etc., as applicable to each individual. Additionally, you will oversee the complete employee life cycle within the organization, from recruitment to exit, and will be involved in formulating, upgrading, and implementing HR policies, systems, SOPs, and practices. Your role will also involve maintaining comprehensive employee records and document files, preparing and updating job descriptions, defining KRAs/KPIs in consultation with HODs, and creating mechanisms for performance management, evaluation, and employee feedback. You will be responsible for implementing employee reward mechanisms, conducting employee engagement activities, and providing various employee services in line with company policies. Furthermore, you will work towards ensuring a cohesive work environment that motivates employees to enhance productivity. Your responsibilities will also include managing office events and celebrations, overseeing complete administration work at the head office and site offices, and maintaining CMD and his family insurance files in a timely manner. This is a full-time position with benefits such as cell phone reimbursement and health insurance, and the work schedule is during day shifts at the designated work location. If you are a dedicated and motivated individual with a passion for recruitment and HR compliance, we encourage you to apply and be a part of our dynamic team at Sakariya Group.,