Customer Care Executive

Role & responsibilities

• Process policy issuance, endorsements, renewals and corrections while ensuring 100 percent accuracy.
• Coordinate with underwriting, sales and operations teams to ensure seamless policy processing.
• Maintain and update customer records and policy information in internal systems.
• Meet defined TAT benchmarks for policy issuance and service requests.
• Prepare MIS reports, dashboards and trackers using Microsoft Excel (VLOOKUP, Pivot Tables, basic formulas).
• Assist customers with premium calculations, document submissions and claim process guidance.
• Identify service gaps and escalate issues for resolution as needed.
• Ensure compliance with IRDAI guidelines and internal audit standards.

Preferred candidate profile

• Graduate in any discipline; certification in insurance is an advantage.
• 13 years of experience in customer service roles, preferably in general insurance.
• Experience in policy issuance or underwriting support will be an added advantage.