Overview
Back Office Work Related to Life Insurance, General Insurance & Mutual Funds.responsibilities and Duties
1. Reminder Calls, Message and Mail to Clients (life & General Insurance)
2. Servicing Work like Change of Address, Change of Bank Details, Etc (life, General & Mutual Funds)
3. New Proposal/ Investment Forms to Be Filled
4. Mail/ Letter Drafting for Requirements, Etc
5. Claim Filing and Paperwork (life & General Insurance)
required Experience, Skills and Qualifications
1. Experience in the Field of Either Life Insurance, General Insurance or Mutual Funds. (optional)
2. English Speaking and Writing
3. Long Term Job Commitment
4. Microsoft Word and Excel
benefits
1. Healthy and Comfortable Working Environment
Skills / Roles I hire for
Data EntryTypingBack OfficeNon Voice ProcessTallyAccountingAccount ManagementFinancedatabaseBack Office E