Customer Care Executive

SBI General Insurance; Lucknow, Jodhpur; On-site; INR 300,000 - 540,000; Full time

Job summary

SBI General Insurance is seeking a detail-oriented professional to process policy issuance, endorsements, renewals and corrections with accuracy. You will coordinate with underwriting, sales and operations to ensure seamless policy processing and maintain customer records in internal systems.

The role involves meeting TAT benchmarks, supporting premium calculations, document submissions and claim guidance, and ensuring compliance with IRDAI guidelines and internal audits.

Qualifications

• Process policy issuance, endorsements, renewals and corrections with accuracy
• Coordinate with underwriting, sales and operations for seamless policy processing
• Maintain and update customer records in internal systems

Responsibilities

• Meet defined TAT benchmarks for policy issuance and service requests
• Prepare MIS reports and dashboards using Excel
• Assist customers with premium calculations, document submissions and claim guidance
• Identify service gaps and escalation issues for resolution
• Ensure compliance with IRDAI guidelines and internal audit standards

Skills

Policy processing

Customer service

IRDAI compliance

Education

Graduate degree

Tools

Microsoft Excel

Job description

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 escalation 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.