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Executive - Insurance - Mumbai

Location Mumbai
Department Insurance
No. of Openings 1
Age 25-30
Qualifications Any Graduate
Experience in Years 1-2
Job Responsibilities
Job Description:

1. Prepare and issue Motor, Travel, and other General Insurance quotes and policies.
2. Act as a liaison between clients and insurance companies to ensure smooth policy issuance and service delivery.
3. Manage the entire claim process from initial intimation to final settlement.
4. Provide ongoing customer service and support to clients for policy renewals, amendments, and queries.
5. Maintain accurate records of client interactions, policies, and claims in the company's system.

Technical Competencies:

1. In-depth knowledge of General Insurance products (Motor, Travel, etc.)
2. Understanding of end-to-end claims process
3. Proficiency in MS Office (especially Excel and Word for quotes and documentation)
4. Familiarity with insurance policy issuance procedures

Job Competencies:

1. Strong negotiation and customer service skills
2. Excellent communication and interpersonal abilities
3. Proactive problem-solving in claims and policy issuance
4. Ability to coordinate between clients and insurance companies
Candidate Profile


1. Strong communication skills
2. Proficiency in MS Office
3. Eager to learn new things
4. Positive approach towards clients and colleagues.
 
ATTENTION INVESTORS:
Short Sell Reporting • || • Precautions for clients dealing in options • || • Investor Charter : Annexure A – Stock Broker | Annexure A – Research Analyst (RA) | Annexure A – DP | Annexure B - DP • || • Advisory for KYC updation • || • Advisory for Investors • || • Investor Awareness regarding the revised guidelines on Margin Collection • || • Link your Aadhar number with us here. • || • IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account- Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. “ISSUED IN THE INTEREST OF INVESTORS” "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors."

About the company

Established in 1982 by Mr. Sushil N. Shah as a proprietary concern, SUSHIL FINANCE, over a period of time, has emerged as one of India’s leading Financial Services.... Read More
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Registered Office : Sushil Financial Services Private Limited., 12, Homji Street Fort Mumbai-400 001 • Tel. No. +91-22-40936000Fax No. +91-22-22665758Email: info@sushilfinance.com

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.

Sushil Financial Services Private Limited - CIN No. U67120MH1991PTC063438- Member : BSE/ NSE. SEBI Registration No. - INZ000165135.. Depository Participant (CDSL) SEBI Registration No.- IN-DP-504-2020. Research Analyst SEBI Registration No.- INH000000867. BSE Enlistment no for RA : 5051. IPO Distributor. AMFI Registered Mutual Fund Distributor ARN No. 77875 Registered Since : 04-Jan-2010 Valid till : 03-Jan-2027

Compliance Officer Details: Name: Mr. Suresh Nemani, Email id: suresh.nemani@sushilfinance.com, Contact No: 022-40935000. In case of any grievances, please write to us on compliance@sushilfinance.com

Disclaimer :

For Research Analyst: Registration granted by SEBI, Enlistment as RA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Protect Yourself from Fraudulent Activities: We want to ensure your safety and keep you informed. While we have not encountered any cases of impersonation involving our brand, it is important to stay vigilant. Fraudsters may misuse Sushil Finance name or Logo to promote fake brokerage schemes, investment opportunities, or other financial services. If you come across any suspicious activities or are unsure about the authenticity of an offer, please do not hesitate to contact us at : 📞 022-40934060 | 022-40934096 📧 social@sushilfinance.com Stay connected with us on our official social media platforms. Your security is our priority. Stay alert and verify any communication you receive to ensure it is from us.
Attention :
Attention : We have identified 2 fake Facebook Profile misusing our brand name Sushil Finance. The profile is misleading and may potentially harm our brand’s reputation and misguide our clients. Fake Facebook Profile Links are : https://www.facebook.com/share/17rDMp1qmD/ and https://www.facebook.com/share/1DU6s1MBLP/
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