VADODARA · FULLTIME
Customer Care Executive - Insurance

A C Agarwal Share Brokers
Vadodara · onsite · Posted 4d ago
Sourced from
Undisclosed2–4 yrsfulltimeVadodara
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Section · 01
About this role
Key Responsibilities:
1 Process new insurance Quotations, renewals, customer services, and policy changes.
2 Review and enter data into systems accurately and quickly.
3 Support claims processing by collecting and verifying documents.
4 Communicate with internal teams (like sales, underwriting, and customer service) to
resolve issues.
5 Ensure compliance with company policies and insurance regulations.
6 Help improve internal workflows and suggest ideas for more efficient processes.
7 Generate reports and summaries as needed.
8 Conduct fact finding to generate and follow up on insurance quotations and
endorsements.
9 Deliver excellent service to all customers.
10 Handle customers' queries and feedback.
11 Process insurance applications, renewal, cancellation and payment.
12 Provide various premium collection reports for commission payout purpose.
What Were Looking For:
1 Experience in insurance (life, health, property, or general) or a similar back-office
operations role is a plus.
2 Strong attention to detail accuracy matters a lot in this job.
3 Good communication skills youll work with different teams.
4 Comfortable with spreadsheets and basic software tools (Excel, Word, CRM or
insurance platforms).
5 Able to multi-task and manage time well under deadlines.
6 A problem-solver who takes initiative and works independently when needed.
Nice to Have:
1 Knowledge of insurance terms, products, and processes
2 Familiarity with regulatory requirements in insurance
3 Prior experience in a General Insurance/ Life insurance/ Health Insurance.
1 Process new insurance Quotations, renewals, customer services, and policy changes.
2 Review and enter data into systems accurately and quickly.
3 Support claims processing by collecting and verifying documents.
4 Communicate with internal teams (like sales, underwriting, and customer service) to
resolve issues.
5 Ensure compliance with company policies and insurance regulations.
6 Help improve internal workflows and suggest ideas for more efficient processes.
7 Generate reports and summaries as needed.
8 Conduct fact finding to generate and follow up on insurance quotations and
endorsements.
9 Deliver excellent service to all customers.
10 Handle customers' queries and feedback.
11 Process insurance applications, renewal, cancellation and payment.
12 Provide various premium collection reports for commission payout purpose.
What Were Looking For:
1 Experience in insurance (life, health, property, or general) or a similar back-office
operations role is a plus.
2 Strong attention to detail accuracy matters a lot in this job.
3 Good communication skills youll work with different teams.
4 Comfortable with spreadsheets and basic software tools (Excel, Word, CRM or
insurance platforms).
5 Able to multi-task and manage time well under deadlines.
6 A problem-solver who takes initiative and works independently when needed.
Nice to Have:
1 Knowledge of insurance terms, products, and processes
2 Familiarity with regulatory requirements in insurance
3 Prior experience in a General Insurance/ Life insurance/ Health Insurance.
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Section · 02
Skills
Customer ServicecrmCustomer CareClient CommunicationClaims ProcessingMS Office
Section · Company
About A C Agarwal Share Brokers

A C Agarwal Share Brokers
25
employees
Vadodara, Gujarat
India
₹5.3L PA avg
Avg at A C Agarwal Share Brokers
About
At AC Agarwal Share Brokers Pvt. Ltd., we provide premium stock broking and wealth management services built on over 30 years of trust, robust research, and smart technology.
Our core philosophy — Clarity, Control, and Consistency — ensures that every investor experiences transparency, complete control over their portfolio, and steady long-term performance.
From equities, derivatives, and commodities to mutual funds, IPOs, and algo trading, we offer a comprehensive suite of services tailored to retail, HNI, NRI, and corporate clients. Our proprietary platforms — BLOOM by ACA (modern trading app) and ACA MATH (analytics tool) — make investing seamless and insightful.
Our core philosophy — Clarity, Control, and Consistency — ensures that every investor experiences transparency, complete control over their portfolio, and steady long-term performance.
From equities, derivatives, and commodities to mutual funds, IPOs, and algo trading, we offer a comprehensive suite of services tailored to retail, HNI, NRI, and corporate clients. Our proprietary platforms — BLOOM by ACA (modern trading app) and ACA MATH (analytics tool) — make investing seamless and insightful.
Industries
Financial ServicesImpact InvestingStock Exchanges
Employee ratings
7 reviews
4.8/ 5
Culture
3.4
Career growth
4.0
Work-life
3.9
Employees rate it well for
Overall Company48Career Growth41
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