Analyst

Artex Risk Solutions; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Artex Risk Solutions in Mumbai seeks an experienced client services associate to support designated accounts, coordinate with account managers, brokers, and producers, and assist with renewals. You will handle complex inquiries, prepare client materials, and help present at meetings.

The role involves independently supporting a portfolio, maintaining client communications, and ensuring accurate servicing in line with procedures and regulatory expectations. A license is preferred when available.

Qualifications

• High School Diploma/GED and 3+ years of related experience.
• Preferred: Appropriate license
• Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks

Responsibilities

• Coordinates activities with the Account Managers, Account Executives, Producers, Brokers in servicing designated book of business relating to marketing, claims, administration, renewals, sales.
• Typically assigned to clients having the most complex needs with no renewal goals associated with assigned accounts.
• Independently provides support to assigned group of clients.
• Resolves most complex customer service problems and inquiries that require research and interactions with carriers or agents.
• Day-to-day client contacts are generally mid- or lower-level client staff, but have knowledge and experience needed to support senior-level client staff.
• Responds to client questions and maintains a log of conversations.
• Markets new and renewal accounts according to company procedures.
• Assists with research and preparation for client presentations.
• Develops new lines of business with current clients and informs clients of pertinent legal issues.
• Prepares renewals according to procedures manual.
• Supervises and conducts enrollment meetings and implementation procedures.

Education

High School Diploma/GED

Job description

Responsibilities

• Coordinates activities with the Account Managers, Account Executives, Producers, Brokers in servicing designated book of business relating to marketing, claims, administration, renewals, sales.
• Typically assigned to clients having the most complex needs with no renewal goals associated with assigned accounts.
• Independently provides support to assigned group of clients.
• Resolves most complex customer service problems and inquiries that require research and interactions with carriers or agents.
• Day-to-day client contacts are generally mid- or lower-level client staff, but have knowledge and experience needed to support senior-level client staff.
• Responds to client questions and maintains a log of conversations.
• Markets new and renewal accounts according to company procedures.
• Assists with research and preparation for client presentations.
• Develops new lines of business with current clients and informs clients of pertinent legal issues.
• Prepares renewals according to procedures manual.
• Supervises and conducts enrollment meetings and implementation procedures.

Qualifications

• High School Diploma/GED and 3+ years of related experience.
• Preferred: Appropriate license
• Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks