Customer Service Executive

Celebrate Financial Services IMF Pvt. Ltd; Bengaluru; On-site; INR 300,000 - 520,000; Full time

Job summary

Celebrate Financial Services IMF Pvt. Ltd. in Bengaluru seeks a detail-oriented insurance back-office professional to manage proposals, renewals, endorsements and data handling.

The role involves coordinating with insurance companies and handling quotations and policy changes. Fresh graduates with 1–3 years' experience in related services are encouraged to apply. The ideal candidate will have strong MS Office skills, good communication and the ability to manage multiple tasks with deadlines,

Qualifications

• Graduate in any discipline; B.Com / BBA / BBM / insurance-related qualification preferred.
• 1 to 3 years of experience in insurance back-office, insurance broking, agency, banking or financial services preferred.
• Knowledge of General Insurance / Health Insurance / Motor Insurance is advantageous.
• Proficient in MS Office, especially Excel, and email/internet applications.
• Good communication and interpersonal skills with strong follow-up abilities.
• Ability to maintain accurate records and manage documentation systematically.
• Attention to detail in checking quotations, policy documents, premiums and endorsements.
• Capable of working independently and handling multiple tasks with deadlines.
• Kannada and English knowledge preferred; Hindi is an added advantage.
• Candidates with renewals, endorsements, claims coordination and policy servicing experience are preferred.

Responsibilities

• Proposal & Policy Processing
• Renewal Management
• Endorsements & Policy Changes
• Data Management & MIS
• Quotation & Comparison
• Coordination with Insurance Companies

Skills

Communication skills

Interpersonal skills

Coordination skills

Attention to detail

Record keeping

Independent work

Multitasking

Time management

Education

B.Com / BBA / BBM or insurance-related qualification

Tools

MS Office suite

Excel

Email and internet tools

Job description

Job description

Role & responsibilities

• 1. Proposal & Policy Processing
• 2. Renewal Management
• 3. Endorsements & Policy Changes
• 4. Data Management & MIS5. Quotation & Comparison
• 6. Coordination with Insurance Companies

Preferred candidate profile

• Graduate in any discipline; B.Com / BBA / BBM / Insurance-related qualification preferred.
• 1 to 3 years of experience in insurance back-office, insurance broking, agency, banking or financial services preferred.
• Knowledge of General Insurance / Health Insurance / Motor Insurance will be an advantage.
• Good knowledge of MS Office, Excel, email and internet-based applications.
• Good communication and interpersonal skills.
• Strong follow-up and coordination skills with insurance companies, TPAs and customers.
• Ability to maintain accurate records and handle documentation systematically.
• Good attention to detail, especially while checking quotations, policy documents, premiums and endorsements.
• Ability to work independently and manage multiple tasks and deadlines.
• Knowledge of Kannada and English is preferred; Hindi would be an added advantage.
• Candidates with experience in insurance renewals, endorsements, claims coordination and policy servicing will be given preference.