Process Executive - U.S. Commercial Insurance
Ualliances
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Job summary
United Alliances in Ahmedabad, India, seeks confident professionals for the U.S. Commercial Insurance Operations team. You will handle commercial insurance servicing tasks, quoting support, and COI processing with close attention to client requirements and internal procedures.
Daily task ownership, clear communication with clients, and strict adherence to turnaround times are essential. This on-site role may align with U.S. business hours as needed.
Qualifications
- Experience with U.S. commercial insurance processes.
- Hands-on quoting and COI experience mandatory.
- Excellent written and spoken English; client communication.
- Ability to work independently and follow processes.
Responsibilities
- Handle commercial insurance servicing tasks per client instructions and internal procedures.
- Review requirements and ensure information is complete before starting work.
- Maintain records, documentation and task notes for each activity.
- Follow service standards, turnaround times and escalation procedures.
- Support quoting activities by collecting and organizing information for submissions.
- Enter risk and applicant data into carrier portals or internal trackers.
- Review quote-related documents for completeness and flag discrepancies.
- Prepare, review and process Certificates of Insurance per policy information.
- Verify insured details, coverage, limits, dates and operations in COI requests.
- Maintain document organization and system entries; protect confidential information.
- Communicate statuses clearly to clients and internal teams.
- Plan daily tasks independently and meet turnaround targets with accuracy.
Skills
Education
Tools
Job description
United Alliances provides dedicated virtual assistant, insurance back-office, accounting, marketing and operational support services for U.S.-based clients. Our teams help clients strengthen day-to-day execution, improve capacity and maintain consistent service delivery through trained professionals and structured processes.
United Alliances is looking for confident, experienced and independent professionals to join the U.S. commercial insurance operations team at our Ahmedabad headquarters.
This role is suitable for someone who understands commercial insurance workflows, can manage assigned tasks with ownership and is comfortable communicating verbally with clients and internal teams on a regular basis. Experience in quoting and Certificates of Insurance is mandatory.
The successful candidate must be responsible, detail-oriented and client-focused. Daily task management and spoken communication are non-negotiable. We are looking for professionals who can think clearly, follow processes, maintain accurate documentation and complete work without constant supervision.
- Department: U.S. Commercial Insurance Operations
- Employment Type: Full-Time
- Work Mode: On-site
- Location: Ahmedabad, Gujarat
- Working Days: Monday to Friday
- Shift: U.S. business hours / evening or night shift, depending on operational requirements
- Industry: U.S. Insurance Services and Back-Office Operations Support
- Handle assigned commercial insurance servicing and operational tasks according to client instructions and internal procedures.
- Review task requirements carefully and ensure all necessary information is available before beginning work.
- Maintain accurate records, supporting documents and task notes for each completed activity.
- Follow established service standards, turnaround expectations and escalation procedures.
- Support commercial insurance quoting activities by collecting, reviewing and organizing the information required for submissions.
- Enter accurate risk and applicant information into approved carrier portals, agency systems, templates or internal trackers as assigned.
- Follow up on missing information, quote status and pending responses with the appropriate internal or external contact.
- Review quote-related documents for completeness and communicate discrepancies before final processing.
- Prepare, review and process Certificates of Insurance based on policy information, client instructions and certificate-holder requirements.
- Verify insured details, coverage information, limits, dates, descriptions of operations and other required information before completion.
- Maintain accuracy and consistency while handling certificate requests within agreed turnaround times.
- Escalate unclear, incomplete or potentially non-compliant requests to the appropriate senior team member or client contact.
- Organize and update policy documents, client records, trackers and assigned agency management system entries.
- Support follow-ups, documentation requests and routine commercial insurance workflow activities as assigned.
- Ensure documents are named, stored and updated correctly according to process requirements.
- Protect confidential client and policy information and follow all applicable internal security procedures.
- Communicate clearly and professionally with clients, team members and other stakeholders through calls, email and internal systems.
- Provide timely status updates and ask clear questions when instructions or documentation are incomplete.
- Participate in regular operational calls, task discussions and process reviews when required.
- Escalate delays, errors, missing information or client-impacting concerns without unnecessary delay.
- Plan and manage daily tasks independently with minimal supervision.
- Review completed work before submission to reduce avoidable errors and rework.
- Meet turnaround times while maintaining accuracy, completeness and client service standards.
- Take responsibility for assigned work, follow through on pending items and keep all task statuses current.
- Relevant exposure to U.S. commercial insurance processes.
- Hands-on experience with quoting and Certificates of Insurance; both are mandatory.
- Strong spoken English and the ability to communicate regularly with clients and internal teams.
- Good understanding of insurance processes, follow-ups, documentation and task tracking.
- Ability to work independently and complete assigned tasks with minimal supervision.
- Strong attention to detail and commitment to accuracy.
- Responsible, organized and client-focused approach to work.
- Ability to manage multiple tasks, priorities and deadlines without losing follow-up items.
- Willingness to work on-site and align with U.S. business hours when required.
- Experience using an agency management system, carrier portals or insurance workflow tools.
- Familiarity with ACORD forms, commercial lines submissions, endorsements, renewals, policy documents or related servicing activities.
- Experience working directly with U.S. insurance agencies, brokers, producers, account managers or customer service teams.
- Knowledge of commercial lines terminology, policy structure and common insurance documentation.
- Experience working in an insurance outsourcing, KPO or back-office operations environment.
Bachelor's degree in Commerce, Business Administration, Insurance, Finance or a related field is preferred. Relevant U.S. commercial insurance experience, strong process knowledge and proven quoting and COI capability will be given priority.
Relevant experience in U.S. commercial insurance operations is required. Practical experience in both quoting and Certificates of Insurance is mandatory. United Alliances should add the approved minimum and maximum experience range in the CMS before publication.
- Accuracy and completeness of quoting and COI tasks.
- Task turnaround time and adherence to agreed service levels.
- Number of tasks completed without errors or rework.
- Quality and timeliness of client and internal communication.
- Follow-up completion and pending-task control.
- Documentation and system-update accuracy.
- Escalation discipline and issue resolution support.
- Client satisfaction and process reliability.
- Build a long-term career while working with U.S.-based clients and business processes.
- Gain practical exposure to international communication, structured operations and professional service delivery.
- Work in a professional, collaborative environment with guided leadership and clear performance expectations.
- Receive opportunities to learn, take ownership and grow into senior or leadership responsibilities based on performance.
- Be part of a team focused on quality, accountability, client success and continuous improvement.
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