About the Role
We are seeking a detail-oriented and proactive Process Executive – Insurance Virtual Assistant to support our US-based insurance clients. The role involves managing client interactions, policy servicing, documentation, and administrative support to ensure smooth business operations for our clients in the insurance domain.
Key Responsibilities
- Assist US insurance agents/agencies with day-to-day administrative and operational tasks.
- Handle policy servicing activities such as new policy creation, renewals, endorsements, cancellations, and reinstatements.
- Review, verify, and process insurance documentation with high accuracy.
- Communicate with clients via email, chat, or calls to resolve queries and provide required information.
- Maintain and update client records in CRM or agency management systems.
- Follow up with insurance carriers for status updates and required documentation.
- Generate quotes, proposals, and policy summaries as per client requirements.
- Ensure compliance with US insurance regulations, privacy policies, and company standards.
- Collaborate with internal teams to ensure timely delivery of services.
- Prepare and maintain reports for client accounts, claims, and operational metrics.
Work Environment & Benefits
- Night shift (aligned to US business hours).
- Competitive salary and performance-based incentives.
- Opportunity to work with reputed US insurance clients.
- Professional growth and skill development programs.
Job Types: Full-time, Fresher
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
- Food provided
- Paid time off
Work Location: In person
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