Insurance Coordinator Jobs in India

Job SummaryDIGIT INSURANCE is looking for a motivated and customer-focused Financial Advisor to help clients understand their financial protection needs and recommend suitable insurance solutions. The ideal candidate will build long-term customer relationships, provide professional financial guidance, and contribute to the company's business growth through ethical sales practices.Key Responsibilities1.Identify and approach potential customers through referrals, networking, and lead generation.2.Assess clients' financial goals, income, and insurance requirements.3.Recommend appropriate life, health, motor, travel, and other insurance products.4.Explain policy features, benefits, exclusions, and premium options clearly.5.Assist customers with policy issuance, renewals, endorsements, and claims guidance.6.Build and maintain long-term relationships with existing clients.7.Achieve monthly and annual sales targets.8.Maintain accurate customer records and ensure compliance with company policies and regulatory guidelines.9.Stay updated on new insurance products and market trends.Required Qualifications1.Bachelor's degree in any discipline .2.Freshers with strong communication and sales aptitude are preferred.(prior experience is required to join only as a team lead directly)Required Skills1.Strong communication and interpersonal skills.2.Customer relationship management.3.Sales and negotiation skills.4.Financial planning and advisory abilities.5.Problem-solving and analytical thinking.6.Basic computer proficiency (MS Office and CRM systems).7.Time management and organizational skills.8.High ethical standards and professionalism.9.Preferred Attributes10.Self-motivated and target-oriented.11.Ability to work independently and as part of a team.12.Positive attitude with a customer-first approach.13.Willingness to travel locally for client meetings.14.Compensation & Benefits15.Competitive salary with attractive performance incentives.16.Health insurance and employee benefits.17.Professional training and career development opportunities.18.Performance recognition and growth opportunities.19.leave and other company benefits as per policy.Work LocationAs assigned by DIGIT INSURANCE.PARK STREET,KOLKATA.Employment TypeFull-time/Part-timeReporting ToBranch Manager / Sales ManagerEqual Opportunity Statement:DIGIT INSURANCE is committed to providing equal employment opportunities to all qualified candidates and fostering a diverse and inclusive workplace.

As an Agency Partner, you will play a vital role in connecting clients with our services while helping to grow our network. This part-time position allows you to work from home, providing flexibility in your schedule.**Key Responsibilities:**- **Client Engagement:** Reach out to potential clients and build relationships. Your goal is to understand their needs and introduce them to our services.- **Promote Services:** Effectively communicate the value of our offerings. You'll need to explain how our services can help clients achieve their goals.- **Market Research:** Stay informed about industry trends and client preferences. This knowledge will help you tailor your approach and offerings to meet client demand.- **Feedback Collection:** Gather feedback from clients regarding their experiences. This information is essential for improving our services and client satisfaction.- **Networking:** Attend virtual events and online forums to expand your connections. Building a strong network will enhance your effectiveness in this role.**Required Skills and Expectations:**- **Communication Skills:** You should be able to clearly explain concepts and listen to client needs. Good verbal and written communication is essential for this role.- **Self-Motivation:** The ability to work independently and manage your time effectively is crucial. You'll need to set and meet your own goals.- **Basic Computer Skills:** Familiarity with using email, social media, and online communication tools is important for daily tasks.- **Interpersonal Skills:** Building and maintaining positive relationships with clients is key. A friendly and approachable demeanor will serve you well in this position.- **Willingness to Learn:** Open to receiving feedback and eager to improve your skills and knowledge in the industry.

: - 5 days (Mon-Fri) Great Place to Work : Call US insurers, check claim status & eligibility, follow up on unpaid claims, update records accurately. (Non-negotiable): Freshers (with excellent English & international voice exposure) 1-2 years of experience in US Voice / Medical Records Min 12th / Graduate : 6:30 PM - 3:30 AM 5:30 PM - 3:30 AM 9 PM - 6 AM , (on-site) 23K - 30K (based on interview) + 2.2K attendance bonus

Basic requirements: 12th pass+ , Age: 25 years to 65 years. No need for insurance knowledge, part time & work from home available, IRDA exam fees 900/- High career opportunity & income opportunity.

Talking preauth Ipd billing Reiumbusment claim procedure Communication with claim company about queries

As an Insurance Coordinator, you will play a vital role in handling various insurance processes within our team. Your primary duties and expectations will include the following:- **Processing Insurance Applications:** You will be responsible for reviewing and processing insurance applications, ensuring all necessary documents are included and accurate.- **Client Communication:** Engage with clients to answer questions about their insurance policies, help them understand their coverage, and assist with any issues they may encounter.- **Claim Management:** Support clients in filing claims by collecting necessary information and documentation, and follow up to ensure timely processing.- **Policy Updates:** Regularly review and update insurance policies to ensure compliance with current regulations and meet client needs.- **Data Entry:** Maintain accurate records of clients and policies in our system, entering data promptly to facilitate smooth operations.- **Team Collaboration:** Work closely with other team members to ensure a cohesive approach to managing insurance procedures and solving any issues that arise.To succeed in this role, you should possess a higher diploma or advanced qualification in insurance or a related field. Strong communication skills are essential for interacting with clients and colleagues effectively. Attention to detail is critical as you will be handling sensitive information. Basic knowledge of insurance concepts will be helpful, and being a team player will enable you to thrive in our collaborative environment. Freshers are encouraged to apply, and a willingness to learn is essential.

We're seeking motivated Insurance Agents to join our dynamic sales team. You'll play a key role in advising clients, selling policies, and building long-term relationships to help them secure their futuresKey Responsibilities:.Prospect and generate leads through calls, networking, emails, and referrals.Assess client needs and recommend tailored insurance products (life, health, auto, etc.)..Explain policy details, benefits, and exclusions clearly to close sales.Handle renewals, claims support, and follow-ups to ensure client satisfaction..Maintain accurate records in CRM systems and meet monthly sales targets..Stay updated on industry regulations and product changes.

It is a team handling profile to recruit good quality prospective insurance advisors andensure that they are acquiring licensing in order to achieve the sales target set by thecompany.Motivating the advisors to achieve the sales target set by the company.Provide on the job training and manage & monitor performance of the advisors.Relationship management with stake holders.Maintain persistence for the policies procured by the team of advisors to overall achievethe profitability of the team

- Coordinate with insurance providers: The insurance coordinator will be responsible for liaising with insurance companies to ensure smooth processing of insurance claims and policy renewals.- Handle customer inquiries: The coordinator will respond to customer inquiries regarding insurance policies, coverage options, and claim procedures in a timely and professional manner.- Process insurance applications: They will assist customers in completing insurance applications, collecting necessary documentation, and submitting them to the insurance provider for processing.- Sales support: The insurance coordinator will work closely with the sales team to provide support in selling insurance policies, explaining coverage details, and assisting with the closing of sales.- Ensure compliance: They will stay up-to-date on insurance regulations and ensure that all policies and procedures are in compliance with industry standards and guidelines.Required Skills and Expectations:- Strong communication skills: The ideal candidate must have excellent verbal and written communication skills to effectively communicate with customers and insurance providers.- Knowledge of insurance sales: Prior experience in insurance sales and a good understanding of different insurance products, especially motor insurance, is required.- Detail-oriented: The coordinator must have strong attention to detail to accurately process insurance applications and ensure all documentation is complete.- Customer service focus: A customer-centric approach is essential to provide exceptional service to customers and address their insurance-related needs effectively.- Ability to work in a team: The candidate should be a team player who can collaborate with colleagues, sales representatives, and insurance providers to achieve common goals.

Maintaining regular contacts with HNIs (wherever applicable) to strengthen business relationships. Managing and delivering revenue targets set by the company on monthly and quarterly basis. Working on distribution of Motor, Life & Health Insurance & loans, credit card, NPS, etc and products as in when introduced by the organisation. Supervising and monitoring the assigned team of Relationship Managers in terms of tasks, evaluating their performance and taking necessary measures in terms of growth and development. Guiding and motivating Relationship Managers and providing all relevant support as required. Ensuring learning and enhancing product knowledge for self and assigned team members.

Urgently Lookin for TPA Coordinator in Chikodi Belgaum KarnatakaMale female both can applyMin 1 yrs experience Hospital Experience is must Immediately Joining

Job Overview:We are hiring a proactive and energetic Tele Sales Officer Cum Sales Coordinator (Male/Female) to manage customer calls, support the sales team, and help drive revenue growth. The ideal candidate should have strong communication skills, a positive attitude, and the ability to coordinate sales activities efficiently.Key Responsibilities:- Make outbound calls to prospective customers and explain company products.- Handle inbound customer queries professionally and effectively.- Understand customer requirements and recommend suitable solutions.- Maintain records of calls, follow-ups, and lead statuses in CRM.- Coordinate with the field sales team for meetings, follow-ups, and closures.- Prepare proposals, quotations, and sales reports as required.- Monitor lead progress and ensure timely completion of sales tasks.- Maintain strong customer relationships for long-term business.Benefits:- Competitive Salary + High Incentives- Professional Training & Growth Opportunities- Supportive Work Culture- Fixed Working Hours- Performance-Based Rewards

We have vacant of 1 TPA Coordinator Job in Kalyan, Thane, Experience Required : 2 Years Educational Qualification : B.A, B.B.A, B.Com, B.Sc Skill Insurance, Patient Care, Good Communication Skills, Medical Billing etc. Act as a liaison between hospital, patients, and TPAs/insurance companies. Handle pre-authorization, approvals, and claim submissions for cashless treatment. Maintain proper documentation of insurance claims, bills, and approvals. Verify patient insurance details and eligibility before admission. Coordinate with billing, accounts, and treating doctors for claim-related requirements. Ensure timely submission of bills and settlement of insurance claims. Track pending claims and follow up with TPAs/insurance providers. Maintain MIS reports on insurance patients and claim status. Assist patients/families in understanding insurance coverage and exclusions.

Should have idea about Hospital Management

Key Responsibilities:Assist in day-to-day administrative and operational activitiesMaintain office records, documentation, and filing systemsCoordinate meetings, appointments, and eventsHandle communication with clients, vendors, and internal teamsSupport HR and finance departments with routine tasksPrepare reports, presentations, and correspondenceManage inventory and office suppliesEnsure compliance with company policies and proceduresAssist in process improvements and workflow optimizationHandle travel and logistics arrangement

Communication: Effectively explain complex information to clients and providers.Customer Service: Provide excellent support and build strong relationships.Sales: Persuade clients and close sales (for sales-focused roles).Analytical: Assess client needs and recommend appropriate coverage.Problem-Solving: Resolve issues related to claims, billing, and policy administration.Organization: Maintain accurate records and manage multiple tasks.Technical: Understand and utilize relevant software and systems.

We are searching for a highly observant insurance consultant to render accurate support on behalf of our steadily expanding firm. The insurance consultant should discern clients' insurance requirements, deliver appropriate guidance, and clarify presenting uncertainties. You should also strengthen onboarding and team building endeavors.Insurance Consultant Responsibilities:Memorizing current insurance packages.Reviewing clients' needs to identify suitable insurance packages.Gauging prominent risks to ascertain appropriate payment amounts.Issuing nonbinding insurance quotations.Processing clients' valid insurance claims.Fielding our clients' queries and recommendations.Supporting newly-appointed Insurance Consultants by issuing sound advice.

HANDLE CASHLESS AND REIMBURSEMENT CLAIM PROCESSINGCOORDINATE WITH INSURANCE COMPANIES TPA FOR APPROVAL AND QUERRIESVERIFY PATIENTINSURANCE ELIGIBILITY AND DOCUMENTSSUBMIT AND TRACK PREAUTHORISATION REQUEST PREPARED DAILY MONTHLY REPORT OF CLAIM

Job Openings for Multiple Position (Female Preferred) - Tele Sales Officer cum sales Coordinator Job with 0 to 1 Year Experience in Vashi, Navi Mumbai having Educational qualification of : 12th Pass, B.A, B.B.A, B.Com, Other Bachelor Degree, Post Graduate Diploma, Any Master Degree with Good knowledge in Lead generation, Cold calling etc.

Key Responsibilities:Identify and acquire new clients through cold calls, networking, and referralsDevelop and maintain a pipeline of prospective clientsPitch products/services and deliver tailored presentationsUnderstand client requirements and recommend appropriate solutionsNegotiate and close deals to meet sales and revenue targetsCoordinate with internal teams for onboarding and post-sale supportMaintain client data and activity reports in CRM systemsTrack market trends and competitor activitiesEnsure a smooth handover to account management or service teamsRepresent the company at client meetings and business events