Job Description
Current Designation:
Executive / Sr Executive – Marine / Fire – General Insurance
Department/Group:
General Insurance
Location:
Mumbai – Ashok Nagar, Kandivali East 400101.
Behavioral
1. Customer Driven – Should be concerned that the customer does not miss the deadline and effectively guide them with the right solutions
2. Effective Communicator - As much as you might prefer email and text messaging, insurance business still gets done over the phone.
3. Time Management - A renewal is late if all renewal requirements are not met on or before the expiration date of the license.
4. Proactive – Time being the biggest essence, the executive has to be proactive and can’t effort to procrastinate
Functional
1. Calendar Management and Alertness - Insurance professionals who handle renewal should be alert with the calendar management and alert the customers well in advance.
2. Subject matter expert – Knowledge of Marine & fire products
3. Organizational Skills - Because insurance professionals handle customer files and records, they must have efficient organizational skills.
4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations
Role and Responsibilities:
1. Renewing current policies and assisting with claims.
2. Provide proactive support to clients in the renewal process consistently, timely, and accurately.
3. Track contracts that are soon to be expired and contact customers for renewals. The customers need to be contacted both in writing and by call, 2 months in advance and reminders to be given periodically.
4. When sending reminders, detailed fresh Quotes for renewal with complete information must be emailed to the client.
5. Gracefully accept discontinuation and record the feedback.
6. Analyze customer feedback and develop new techniques to ensure customer retention.
7. Respond to customer queries and address service complaints in a timely manner.
8. Provide excellent customer service and ensure customer satisfaction.
+. Build positive working relationships with customers for repeat businesses.
10. When advising for renewal, you will sell, solicit, differentiate, and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolios. Evaluating business or individual customers’ needs and financial status and proposing protection plans that meet their criteria
11. Fill out all proposals & portability forms & handover to team members.
12. Submit documents to the relevant concerned department.
13. Scan all documents and email them to the team/ insurance company for approval and get confirmation of portability from the insurance company.
14. Once everything is approved, inform the client, and get the cheque collected.
15. Submit all the original documents to the Insurance Company.
16. Report the progress of monthly/quarterly initiatives to stakeholders
17. Maintain bookkeeping systems, database, and records
18. The goal is to build up strong positive relationships, ensure growth attainment, and increase us
firm’s reputation.
Education & Experience:
• Minimum 2 Years of Experience in Marine/Fire Insurance.
• Good Computer skills, especially MS Excel
• Sense of ownership and pride in your performance and its impact on the company’s success
• Critical thinking and problem-solving skills
• Team player
• Good time-management skills
• Great interpersonal and communication skills
• Bachelor in Any Field
Executive / Sr Executive – Marine / Fire – General Insurance
Department/Group:
General Insurance
Location:
Mumbai – Ashok Nagar, Kandivali East 400101.
Behavioral
1. Customer Driven – Should be concerned that the customer does not miss the deadline and effectively guide them with the right solutions
2. Effective Communicator - As much as you might prefer email and text messaging, insurance business still gets done over the phone.
3. Time Management - A renewal is late if all renewal requirements are not met on or before the expiration date of the license.
4. Proactive – Time being the biggest essence, the executive has to be proactive and can’t effort to procrastinate
Functional
1. Calendar Management and Alertness - Insurance professionals who handle renewal should be alert with the calendar management and alert the customers well in advance.
2. Subject matter expert – Knowledge of Marine & fire products
3. Organizational Skills - Because insurance professionals handle customer files and records, they must have efficient organizational skills.
4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations
Role and Responsibilities:
1. Renewing current policies and assisting with claims.
2. Provide proactive support to clients in the renewal process consistently, timely, and accurately.
3. Track contracts that are soon to be expired and contact customers for renewals. The customers need to be contacted both in writing and by call, 2 months in advance and reminders to be given periodically.
4. When sending reminders, detailed fresh Quotes for renewal with complete information must be emailed to the client.
5. Gracefully accept discontinuation and record the feedback.
6. Analyze customer feedback and develop new techniques to ensure customer retention.
7. Respond to customer queries and address service complaints in a timely manner.
8. Provide excellent customer service and ensure customer satisfaction.
+. Build positive working relationships with customers for repeat businesses.
10. When advising for renewal, you will sell, solicit, differentiate, and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolios. Evaluating business or individual customers’ needs and financial status and proposing protection plans that meet their criteria
11. Fill out all proposals & portability forms & handover to team members.
12. Submit documents to the relevant concerned department.
13. Scan all documents and email them to the team/ insurance company for approval and get confirmation of portability from the insurance company.
14. Once everything is approved, inform the client, and get the cheque collected.
15. Submit all the original documents to the Insurance Company.
16. Report the progress of monthly/quarterly initiatives to stakeholders
17. Maintain bookkeeping systems, database, and records
18. The goal is to build up strong positive relationships, ensure growth attainment, and increase us
firm’s reputation.
Education & Experience:
• Minimum 2 Years of Experience in Marine/Fire Insurance.
• Good Computer skills, especially MS Excel
• Sense of ownership and pride in your performance and its impact on the company’s success
• Critical thinking and problem-solving skills
• Team player
• Good time-management skills
• Great interpersonal and communication skills
• Bachelor in Any Field
💡 Quick Summary
Seeking a career-building opportunity? The Marine General Insurance Executive position is now open for candidates interested in the MIS Executive sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.