Insurance Co-ordinator
New Age Insurance Brokers
Total years of experience :25 years, 1 Months
Oversee the issuing of new polices and study the insurance claims
Assist the sales personnel in carrying out their duties effectively
Responsible for keeping a check on regular collection of premiums
Effective client servicing by providing utmost assistance to clients before taking any issues or doubts to the senior managers
Keep a check on proper record of all data pertaining to clients, collection of premiums, claims, etc.
Compile daily reports of departments and send the same to the seniors
Keep a check on the inventory of stationery, application forms, advertisement brochures, pamphlets, etc., and inform the purchase department about the requirements.
Thorough with rules and regulations governing the insurance policies and procedures
Close coordination with different department heads.
Registering of Claims in the system
Preparation Claims Cheklist.
Scanning the documents and uploading into the system
Dispacth of claims Cheque
Filing of Settled Claim Documents
Looking after Group Insurance of companies
Settlement of Gratuity claim payments such as Withdrawal, Maturity & Death Claim.
Follow up of Annual Renewal of group insurance of the companies.
Maintaining of companies pooled fund.
Maintaining the Data of the employee’s of the company.
Settlement of Leave Encashment of the employee’s of the company.
Looking after Health Insurance Medical Claims of the Policy holder.
Collecting the Medical Documents from the policy holder & Scrutinizing & forwarding the Hospital Medi-Claim to TPA for settlement.
Follow up with the TPA regarding claim settlement.
Directly involved with Policy services with servicing center and Policy Master corrections of the policy holder such as Name, D.O.B, Mode, Gender Age etc,
Updating the Data Entry in the Metro Area Network Server (MAN).
Mailing & Scanning the Documents.
Checking the documents & forwarding the documents to Third Party Administration (TPA) for Photo Identity Card.
Looking after Health Insurance Medical Claims of the Policy holder.
Collecting the Medical Documents from the policy holder & Scrutinizing & forwarding the Hospital Medi-Claim to TPA for settlement.
Follow up with the TPA regarding claim settlement.
Directly involved with Policy services with servicing center and Policy Master corrections of the policy holder such as Name, D.O.B, Mode, Gender Age etc,
Updating the Data Entry in the Metro Area Network Server (MAN).
Mailing & Scanning the Documents.
Checking the documents & forwarding the documents to Third Party Administration (TPA) for Photo Identity Card.
➔ Won the performance award for the year 2003 for Excellency in maintaining stocks. ➔ In the Year 2009 -2010 the external audit and inspection report was awarded excellent. ➔ In the Year 2010 – 2011 the external inspection Report was awarded excellent.