Process Associate

APT Accounting and Tax Services; Ahmedabad District; On-site; INR 180,000 - 300,000; Full time

Job summary

APT Accounting and Tax Services in Ahmedabad, Gujarat is seeking an organized Insurance Administrative Associate to support policy preparation, issuance, renewal, and claims processing.

You will maintain client policy records, handle inquiries by phone or email, and collaborate on projects in a 5-day office-based schedule from 7am to 4pm; a bachelor's degree and insurance-administrative experience are preferred. Strong English writing and communication are essential.

Qualifications

• Bachelor's degree in business administration, finance, or related field preferred.
• Experience in an administrative role, preferably within the insurance industry.
• Familiarity with insurance terms, policies, and procedures is a plus.
• Proficiency in English writing and speaking.
• Proficient in MS Office (Word, Excel, Outlook).

Responsibilities

• Assist in the preparation, issuance, and renewal of insurance policies.
• Maintain client policy records in the database.
• Process policy changes, endorsements and cancellations.
• Receive and review insurance claims, ensuring all necessary documentation is provided.
• Enter claim information into the system and follow up on claim status.
• Handle onshore inquiries via phone or email.
• Prepare and distribute correspondence, reports, and other documents.
• Coordinate and assist with special projects and events as needed.
• Participate in team meetings and contribute to a collaborative work environment.

Skills

Organizational skills

Multitasking

Verbal communication

Written communication

MS Office proficiency

Education

Bachelor's degree in business administration/finance

Tools

Microsoft Office

Job description

Roles & Responsibilities

• Assist in the preparation, issuance, and renewal of insurance policies.
• Maintain accurate and up-to-date client policy records in the database.
• Process policy changes, endorsements and cancellations
• Receive and review insurance claims, ensuring all necessary documentation is provided.
• Enter claim information into the system and follow up on claim status.
• Handle onshore inquiries via phone or email
• Prepare and distribute correspondence, reports, and other documents.
• Coordinate and assist with special projects and events as needed.
• Participate in team meetings and contribute to a collaborative work environment.

Education

• Bachelors degree in business administration, finance, or a related field preferred.

Experience

• Previous experience in an administrative role, preferably within the insurance industry.
• Familiarity with insurance terms, policies, and procedures is a plus.

Language

• Good writing and verbal skills in English

Skills

• Strong organizational and multitasking abilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work independently and as part of a team.
• High level of attention to detail and accuracy.

Working Conditions

• This role is working from office 5 days a week
• 7am to 4pm Monday to Friday