49 Policy Servicing Jobs

GREETINGS FROM PROBUS INSURANCE BROKER PVT. LTD.!! WE HAVE AN URGENT REQUIREMENT FOR BACKEND SALES SUPPORT/SALES COORDINATOR!!! Location: Mumbai Key Responsibilities: 1. Answers phone calls from customers and deals with problems as they arise 2. Takes sales information and puts it into an easily readable format 3. Follows up with customers to make sure that they are satisfied with a particular product 4. Makes sure that sales persons are on track with sales goals 5. Provides any necessary data or reports to the sales team 6. Exerts attention to detail, as customers may have the same problems; reports the problems as necessary 7. Arranges appointments with clients and sales team 8. Acknowledges customers by responding to emails, texts, and phone calls 9. Deals with any customer complaints and resolves the issue as necessary 10. Does any necessary administrative work, including filing reports or presenting sales team with necessary documents 11. Need to Co-ordinate with all the existing POS , support them with illustrations/quotations/logins/issuance , etc. Key Skills Required: Policy Issuance Coordination and Communication Quotation Preparation Preferred: Immediate joiners. If you have a strong background in insurance and are ready to take on this pivotal role, we'd love to hear from you! Apply today by: Emailing your resume to disha.doshi@probusinsurance.com

We are looking for Executives/ Senior Executives (Underwriting Insurance Process) * Graduates with min 1 year of Experience * Candidates who have worked on Insurance (Policy setup / Policy cancellation / Endorsement / Policy issuance/ Quote/ Rating/ Workers compensation) * Immediate Joiners * Open to work in any shifts Interested candidates please walkin for the interview Mon- Fri 12 - 2

AXA Global Business Services (AXA GBS) is looking for an Team Lead / Associate Manager to lead and manage our dynamic team in Property & Casualty (P&C) Insurance domain. Location: Ecopolis Yelahanka, Bangalore Join By: June 30th, 2025 Key Responsibilities: Lead a team handling policy lifecycle activities: quotes, new business, mid-term adjustments, renewals, cancellations, and customer support via email/live chat. Ensure delivery of key performance metrics and maintain high-quality standards. Conduct VOC and error analysis to identify trends and drive improvements. Manage client relationships and ensure service excellence. Drive team development through training, performance appraisals, and career pathing. Implement process improvements and contribute to strategic initiatives. Key Skills & Experience: Mandatory: Expertise in P&C Insurance domain. 6 - 8 years of experience in Insurance Policy Servicing. Strong background in policy administration and servicing. Experience managing operations teams and working with digital platforms. Proficiency in MS Word, Excel, and PowerPoint. Excellent problem-solving, decision-making, and communication skills. Exposure to live chat/web chat processes is a plus. Send your CV to rujuta.agrawal@axa.com / judah.s@axa.com and dont forget to include your CTC and notice period and current location.

Role & responsibilities Ensure team members are visiting the customers place as per the schedule Monitor the team members activity in terms of volumes (documents collected) Review the queries received from the customer and the responses from the team members Help team members in resolving escalationsfrom customers Review the reports sent by the team members and take necessary actions (issues with respect to claim registrations) based on the report. Coordinate with front end team and help in getting the claims registered Conduct weekly/monthly one on one review with the team membersto understand their concerns and help simplify the process Review the claims dump along with front end team and take necessary action for IR raised, reopening the claims, dummy claims as appropriate Review the feedback received from the customers. Rework on the low ratings and identify the areas of improvement and implement process improvements Team management Review on the low C-SAT/D-SAT to improve the communication quality or process gap if any as per the clients understanding/requirement. Coordinate with internal/external stakeholders and other regions on the support needed for the client requirements, like helpdesk , wellness-related activity and more. Preferred candidate profile 3-5 years of experience in people management and customer service & 7-8 years of overall experience in service industry

To contact the insured for Underwriting referred proposals to procure the complete medical history using Audio and/or Video tools. To Follow up with customer for past medical records and/or relevant health documents Maintain end to end TAT / SLAs. Required Candidate profile Location – Bangalore Candidate must know to speak excellent English. CTC – Upto 3.5 LPA.

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations How to apply Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

Role & responsibilities Timely process business enquiries Pre-underwiring, Data analysis, develop quotation sheet Perform web search and review info through various sources Perform risk assessment based on financial and non-financial information Timely and accurate prepare underwriting referral for senior underwriters Proactive engagement with underwriting to ensure for new and renewed accounts an efficient and smooth account hand over, to ensure information received is understood and complete in order to process / instruct policies on system(s). Ensures timely and complete documentation of files handled by role holder in UW file (on document management system). Keeps track of implementation progress and liaises with local staff to resolve queries etc. of an account globally (per defined KPI) and proactively take appropriate action. At request of Underwriting, ensure timely and high-quality implementation of mid-term endorsements, issuance of certificates of insurance. Ensure appropriate communication flow between Underwriting and EO and network for mid-term endorsements. Foster positive relationship with internal/external counterparts to get a mutual understanding of their needs. Preferred candidate profile Educated to at least Graduation or similar like BCom, BBA, CA Intermediary etc. Any insurance related qualification is a plus Experience: Minimum 3 years of experience post-graduation in any type of business/financial analysis Strong communication: Excellent verbal and written communication, collaboration, presentation and influencing skills. Able to communicate effectively with internal and external stakeholders at all levels of sophistication. Ability to work in a fast-paced environment and efficiently juggle numerous concurrent responsibilities. Attention to detail Time Management Continuous Improvement Focused Results Oriented

Manage insurance policy data, including issuance and renewing of SME. Assist in handling policy endorsements and cancellations of SME. Generate quotations of SME/Health Prepare and maintain documentation related to insurance contracts and claims. Required Candidate profile • Ensure that all operations and documentation adhere to legal and regulatory requirements. • Coordinate with external partners and vendors to ensure the smooth execution of services

Responsibilities: Process business enquiries Insurance Underwiring, Timely and accurate prepare underwriting referral Handle new and renewal accounts Timely execution of mid-term endorsements, issuance of certificates of insurance. Negotiation Annual bonus Health insurance Provident fund Cafeteria Performance bonus Course reimbursements Job/soft skill training

We are seeking a talented individual to join our Insurance Operations team at Marsh. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Were seeking a Manager – Insurance Operations who is ready to work with complex & diverse insurance work. This person will be provided with Business Overview/Insights, Team dynamics & Operating Model, Roles & Responsibilities for each level, Expectations of various stakeholders to make you successful in this role. He/she coordinates with key stakeholders across business and functions to determine development needs of various stakeholder groups, develops, and ensures training is crafted for the right audience at the right time, through the right channel, in a consistent and engaging format. He/she ensures a new joiner/colleague is well equipped to understand the process nuances and in turn enabling a smooth transition of the colleague into the process i.e. plays a key role in evolution of a colleague in terms of pre-process functionalities We will count on you to: Be an integral part of the team, play a key role in building and transitioning functional capability to the service centre, address any knowledge related queries, cement the learning gaps (if any) and conduct regular refreshers to check the retention levels of learnings provided Ensure adherence to monthly tests to evaluate colleagues a regular interval Identify best practices that are followed across the industry and tailor them as per our needs Supports the senior leaders in the development of core content and execution strategy for process efficiencies and strategic outcomes. Develop and identify problem areas in process and develop preventive measures Determines best method and channel to address various training needs. Ensure adherence to performance matrix Drive team performance and delivery quality results Maintain business SLA and quality needs of the process Ensure adherence of self and team to RTO expectation Highlight process challenges in a timely manner Maintain staffing and forecasting needs of process Identify opportunities of learning in process and tag preventive measures Analyze root cause of issue and form action plans. Ensure conflicts if any, are resolved Compliance, Regulatory and Procedural Responsibilities Ensure that all statutory regulations and company procedures are followed to protect clients, colleagues and the business interest of the company Appropriate usage of Marsh Specialty’s systems to monitor, record and retain information Demonstrate clear understanding of regulatory requirements Proactively ensures compliance with regulatory and risks framework Adheres to policies, guidelines and operating procedures Keeps own knowledge and expertise up to date and relevant Identifies and evaluates risks appropriately. Recognizes how own actions impact on compliance What you need to have: Overall experience of 8+ years & 4+ years of experience in leading team and people management Preferred - US insurance industry and process experience Excellent communication skills Good Facilitation skills Ideate and identify opportunities Willingness to work in both shifts: 2.30pm to 11.30pm & 6:30pm to 3:30am shift What makes you stand out: Excellent Program Management skills Experience in designing development programs High expertise in facilitating development programs High attention to detail Being competent in one of the Marsh US processes Any Insurance related certification Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Skill required: Property & Casualty- Underwriting - Underwriting Designation: Underwriting Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do 6-8 years of experience in Property & Casualty Underwriting or Policy Servicing across shared services/Third Party BPO service providers (Essential) Hands on experience of managing the one of the following tasks from the earlier experience from Insurance Underwriting Cycle - Policy Issuance, Premium Audit, Pricing Reading, Endorsement, Quote/Booking, Aggregation / Modeling, Contract Reading, Slip Processing, Benchmarking, Binders Processing, Submission, Declarations, Cancellations, Reinstatements, Insurance KYC.Define Insurance policy and calucating premium including terms and condition for PropertyA process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. Underwriting services are provided by some large specialist financial institutions, such as banks, insurance or investment houses, whereby they guarantee payment in case of damage or financial loss and accept the financial risk for liability arising from such guarantee. What are we looking for Good to have someone with experience in Re-Insurance Fac and Treaty business.Support regional UA Manager in overseeing all daily business activities and act as the first point of contact for all UAs in the region.Triages submission for missing information and follows up with the broker for outstanding items.Issues policies, endorsements, and cancellations; prepares policy writing instructions and premium billings and processes individual policy filings. Roles and Responsibilities: Assists the underwriter in the preparation of business, and metric reports; assists in the review of procedures to resolve issues.Performs quality control of premium audit statements prior to underwriting review; documents discrepancies and work with the premium auditor for resolution. Qualification Any Graduation

Skill required: Property & Casualty- Underwriting - Underwriting Designation: Underwriting Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do 6-8 years of experience in Property & Casualty Underwriting or Policy Servicing across shared services/Third Party BPO service providers (Essential) Hands on experience of managing the one of the following tasks from the earlier experience from Insurance Underwriting Cycle - Policy Issuance, Premium Audit, Pricing Reading, Endorsement, Quote/Booking, Aggregation / Modeling, Contract Reading, Slip Processing, Benchmarking, Binders Processing, Submission, Declarations, Cancellations, Reinstatements, Insurance KYC.Define Insurance policy and calucating premium including terms and condition for PropertyA process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. Underwriting services are provided by some large specialist financial institutions, such as banks, insurance or investment houses, whereby they guarantee payment in case of damage or financial loss and accept the financial risk for liability arising from such guarantee. What are we looking for Good to have someone with experience in Re-Insurance Fac and Treaty business.Support regional UA Manager in overseeing all daily business activities and act as the first point of contact for all UAs in the region.Triages submission for missing information and follows up with the broker for outstanding items.Issues policies, endorsements, and cancellations; prepares policy writing instructions and premium billings and processes individual policy filings. Roles and Responsibilities: Assists the underwriter in the preparation of business, and metric reports; assists in the review of procedures to resolve issues.Performs quality control of premium audit statements prior to underwriting review; documents discrepancies and work with the premium auditor for resolution. Qualification Any Graduation

Skill required: Property & Casualty- Underwriting - Underwriting Designation: Underwriting New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do 6-8 years of experience in Property & Casualty Underwriting or Policy Servicing across shared services/Third Party BPO service providers (Essential) Hands on experience of managing the one of the following tasks from the earlier experience from Insurance Underwriting Cycle - Policy Issuance, Premium Audit, Pricing Reading, Endorsement, Quote/Booking, Aggregation / Modeling, Contract Reading, Slip Processing, Benchmarking, Binders Processing, Submission, Declarations, Cancellations, Reinstatements, Insurance KYC.Define Insurance policy and calucating premium including terms and condition for PropertyA process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. Underwriting services are provided by some large specialist financial institutions, such as banks, insurance or investment houses, whereby they guarantee payment in case of damage or financial loss and accept the financial risk for liability arising from such guarantee. What are we looking for Good to have someone with experience in Re-Insurance Fac and Treaty business.Support regional UA Manager in overseeing all daily business activities and act as the first point of contact for all UAs in the region.Triages submission for missing information and follows up with the broker for outstanding items.Issues policies, endorsements, and cancellations; prepares policy writing instructions and premium billings and processes individual policy filings. Roles and Responsibilities: Assists the underwriter in the preparation of business, and metric reports; assists in the review of procedures to resolve issues.Performs quality control of premium audit statements prior to underwriting review; documents discrepancies and work with the premium auditor for resolution. Qualification Any Graduation

Role & responsibilities Responsible for managing client relationships with key decision makers Subject matter expert for partners and internal staff for the assigned product Addresses the gaps identified between client requirement & the service provided Ensure that the service is delivered in accordance with the agreed service level agreement Act as a point of contact for any escalation or feedback from clients Collaborate with the other functional Group to evaluate the product performance and to recommend Refinements and improvements in service performance Establish and maintain on-going partner relationships and anticipate and resolve potential problems of the client Manage account renewal, customer support escalation Ensure smooth support during renewal of account Excellent Communication Skills Good knowledge of MS Office Open to travel

3-5 Years in general Insurance 1 Should have worked for Group Health Insurance 2 Domain knowledge of Health 3 Should be good at communications and overall confidence 4 Should have worked on at least one of the Modules if not all- New business, Policy servicing , Claims , 5 Perform SIT & UAT Test Execution, at time oversee the test execution of the Junior TE 5 Report defects & follow up with Developers / BA IT for defect fixation with defect ageing tracking SLA 6 Documentation for Project Including Test Planning, Execution, Defect Reporting 7 Knowledge of automation tools is preferred , but not mandatory 8 Needs to play a key role in co ordination with developer and Client to report the risks and progress of the project assigned 9 Ability to send daily status reports

SPOC for our clients, to assist them & help them in terms of solving there queries related to Product, Endorsements, Claims, Wellness etc. • Ensure contacting clients as per their SLAB of Sum Insured, and decided by TL. • Do the client welcome call.

Perform back-office insurance transactions (Life & P&C) with accuracy efficiency Handle email-based customer queries ensure timely resolution Maintain SLA and quality compliance in daily operations Ensure accuracy and timeliness of processing tasks Required Candidate profile Understand nsurance principles, especially P&C lifecycle Familiarity with basic reinsurance principles Insurance terminology documentation Adapt to dynamic work environments rotational shifts Perks and benefits Perks and Benefits

Position's General Duties and Tasks In this Role you will be Responsible For Read and understand the process documents provided by the customer. Analyse the insurance request received from the customer and process as per standard operating procedures. Familiarize, navigate multiple client applications and capture the necessary information to process customer request. Clearing the enquiry from the team and address it appropriately. And for further enquiry sending email to Customer and get the query clarified on time. for this role include Candidate should be 6 months "“ 1 year experience with excellent analytical skills. Candidate with basic insurance knowledge Should have typing knowledge. Type speed should be minimum 21 WPM Ready to work in complete Night Shift. Candidate should be flexible & support team during crisis period Ready to relocate as per the business requirement. Preferences: - Ability to communicate (oral/written) effectively to exchange information with our client. Any Graduate with English as a compulsory subject Required schedule availability for this position is Monday-Friday (6.00 PM to 4.00 AM IST). The shift timings can be changed as per client requirements. Additionally, resources may have to do overtime and work on weekend"™s basis business requirement.

Insurance service environment, Policy servicing and customer handling. Excellence with strong experience in Insurance field and auto sector. Overseeing the development, implementation and administration of the Insurance Policies.

Job Title: Analyst Experience: 0-3yrs Location: Kolkata Work Mode: WFO Job Description: Position Requirements : - The position would involve work in West Bengal and selected individuals will be expected to travel across the state and interact with multiple stakeholders. - The role requires intelligent, passionate, and self-driven professionals with a clear understanding of working in the consulting industry. - The candidate should possess excellent problem solving, team leadership, client leadership, thought leadership and communications skills and should be able to thrive in a fast-paced, demanding work environment. In addition to this, the candidate would also be required to : 1. Contribute ideas and strategies towards the roll-out of campaign initiatives 2. Possess the ability to project-manage campaign initiatives end-to-end 3. Undertake research and present findings towards formulating on-ground initiatives 4. Possess high-quality problem solving, analytical skills and the ability to propose practical solutions for issues 5. Have a strong bias for action and ability to deal with ambiguity Desired Qualification & Experience : 0-3 years of experience in consulting or similar experience is an added advantage. Willingness to work, stay and travel in West Bengal Context and understanding of West Bengal's culture, geography, and political landscape will be a plus Proficiency in written and spoken Bengali Share CV mohini.sharma@adecco.com OR Call 9740521948

PDA reconciliations Training & inductions. Co-ordinating Audits. Handling refund processing. Cover note Management. HO Requirement and Mail Reverts. Walk-in register maintenance. Deficiency Follow-up. QC and POZ Daily. Portal Issues Coordination. System Slowness Tracking. Agri Policy Servicing. Rights Management. Web ID creation. Temp Receipt. Agency Licensing. Pre Policy Follow-up. NCB Recovery Letter. Endorsements. PDA reconciliation. TR Approvals. IT Calls and Bugs Requirement. Ensure Timely Dispatch and Archivals. Daily premium balancing and verification. MSO co-ordination & visit. Reconciliation of Floats & Temporary receipts. Weekly meeting with marketing team/partners. Online Payments. BG Recovery. BASS Attendance. Archival. Inter department co-ordination and Stakeholder Engagement. PIS Generation. Maintaining & signing Daily Premium Cash register. Following with Proc. Mandatory Skills: Good interpersonal skills and communication skills; MIS Reports Desirable Skills: - 1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills. 5.Should be aware of the Local language. Education/Qualification: Graduate/ Post Graduate

Role & responsibilities Monitor and control all testing activities and tasks within squad(s) Responsible for analysis, design, test procedures and test suites Responsible for timely delivery of different testing automation milestones within squad Identify and mitigate the Risk and Issue Management Coordinate interfacing systems and teams for integration test activities. Manage non functional testing end to end Requirements must have Testing Experience in Life400 is a must Experience working in Agile Scrum environments. Hands on development of automated test scripts Should have experience in implementing BDD approach. Experience of using and implementing a variety of test tools, including tools for test management/planning, defect tracking e.g. Tools JIRA, Confluence, Good knowledge of test methodologies and approaches Good verbal and written communication skills Experience in managing a team of at least 2 or more Experience in financial/Insurance domain for min 2 years is a must.

Role & responsibilities Monitor and control all testing activities and tasks within squad(s) Responsible for analysis, design, test procedures and test suites Responsible for timely delivery of different testing automation milestones within squad Identify and mitigate the Risk and Issue Management Coordinate interfacing systems and teams for integration test activities. Manage non functional testing end to end Requirements must have Testing Experience in Life400 is a must Experience working in Agile Scrum environments. Hands on development of automated test scripts Should have experience in implementing BDD approach. Experience of using and implementing a variety of test tools, including tools for test management/planning, defect tracking e.g. Tools JIRA, Confluence, Good knowledge of test methodologies and approaches Good verbal and written communication skills Experience in managing a team of at least 2 or more Experience in financial/Insurance domain for min 2 years is a must.

Job Tile : Claims processing Doctor Job Description: Medical claims processor will have to look into claims where payment was denied. Commonly due to issues of insurance coverage eligibility , the claims handler may be tasked with reviewing documentation from the patient, their physicians, or the insurance. With the medical expertise ,need to master the various products and to apply the same during claim processing. Claims processors process any claim payments when applicable and must ensure they comply with federal, state, and company regulations and policies. List of Responsibilities: To validate the authenticity and the credibility of the claims. To coordinate with various persons (Claimant, Treating Physician, Hospital insurance desk, Field Visit Drs, Investigation officers)for hassle-free claim processing . To expertise ,the process of negotiation when necessitated. The claim handler owes a duty of care to the patient, ensuring that their needs are being met and that they re receiving the treatment or medicine they need. Job Qualifications and Requirements: Required BDS, BHMS, BAMS Graduates. Adapt and inbuilt the process of communication and coordination across the zones and the supporting verticals accordingly.

Should coordinate with Point of Sales Person Agents, provide quotes, follow up with agents, provide them product information, quotations, issue policies and assist them on claim servicing. Tele calling to agents is also involved in the job profile.