Insurance Process Associate

Key Responsibilities:

• Process insurance claims accurately as per defined procedures and guidelines.
• Review and investigate claims and take appropriate action based on process requirements.
• Handle customer calls and provide appropriate assistance.
• Ensure compliance with established policies, procedures, quality standards, and audit parameters.
• Meet defined SLA, quality, productivity, and performance targets.
• Maintain accuracy and attention to detail while processing claims.
• Take ownership of assigned tasks and deliverables.
• Coordinate effectively with team members, supervisors, and relevant departments.
• Maintain regular attendance and follow shift schedules and organizational policies.
• Continuously develop process knowledge and improve skills.
• Maintain professional communication and relationships with internal and external stakeholders.

Key Skills:

English Communication | Customer Service | Claims Processing | Attention to Detail | Problem Solving | Teamwork | Process Adherence | Time Management | Quality & SLA Management

About LabStack-

LabStack is the growth engine for healthcare.

We are building the infrastructure layer that connects healthcare businesses with healthcare providers and operational workflows across India.

Our network spans diagnostics, hospitals, doctors and clinics, pharmacy, home healthcare and other healthcare services.

As healthcare networks grow, processing hospital claims accurately and coordinating with insurers and TPAs becomes a critical operational function. This role will be responsible for making sure claims move through the process accurately, efficiently and within defined SLAs.

About the Role-

We are looking for a Hospital Claims & TPA Processor to manage and oversee hospital claims and TPA-related operations.

You will work with hospitals, TPAs, insurers and internal operations teams to ensure that claims and related documentation are processed correctly and on time.

This is a detail-oriented role where accuracy, documentation, follow-up and SLA management are critical.

What You Will Do-

• Process and review hospital claims received from healthcare providers.
• Coordinate with hospitals and TPAs for claim-related documentation.
• Verify claim forms, bills, medical documents and supporting records.
• Check claims for completeness and identify missing or inconsistent information.
• Track claims from submission through processing and closure.
• Follow up with hospitals and TPAs on pending claims and documentation.
• Coordinate on claim queries, discrepancies and re-submissions.
• Maintain accurate claim records and status updates.
• Ensure claims are processed within defined SLAs.
• Monitor pending, rejected, queried and approved claims.
• Escalate cases that require additional review or intervention.
• Maintain claim trackers and operational reports.
• Coordinate with internal teams to resolve claim-related issues.
• Identify recurring documentation or processing issues and help improve the workflow.
• Maintain confidentiality and accuracy while handling healthcare and claim-related information.

What We're Looking For-

• Minimum 1 year of relevant experience.
• Prior experience in hospital claims, TPA operations, insurance claims, healthcare operations or hospital billing is preferred.
• Good understanding of the hospital insurance/TPA claims process.
• Experience working with hospitals, insurers or TPAs is a strong advantage.
• Strong attention to detail.
• Good understanding of claim documentation and verification.
• Strong follow-up and coordination skills.
• Comfortable working with Excel/Google Sheets and operational trackers.
• Ability to manage multiple claims and deadlines simultaneously.
• Strong written and verbal communication.
• Ability to identify discrepancies and escalate issues appropriately.
• Comfortable working in a fast-paced healthcare operations environment.

Compensation & Employment-

Compensation: ₹20,000–₹35,000 per month

Are you passionate about leveraging data to drive strategic decisions? Join us at OIP Insurtech, where you'll play a pivotal role in analyzing market trends, optimizing operational processes, and transforming customer experiences. Bring your analytical prowess and business acumen to collaborate with a dynamic team dedicated to shaping the future of insurance technology. Apply now and be part of revolutionizing the industry with cutting-edge insights and solutions.

Requirements:

• 3-5 years of experience 
• Capable of independently conducting various aspects of business analysis, including requirements gathering, process analysis, and documentation. 
• Proactive in identifying and prioritizing issues within their domain and taking the initiative to work with the team to resolve them.
• Strong background in accounting and/or financial controlling 
• Demonstrates a high level of skill and independence
• Understands the full business analysis lifecycle and is proficient in handling various business problems and custom cases.
• Good knowledge of English
• Experience in accounting and business analysis in the IT industry is highly desirable 
• Working knowledge of software development concepts, technologies, practices, and principles, and the ability to use them in different situations independently
• Good understanding of the software development lifecycle

Duties and responsibilities:

• Works closely with the development team and other stakeholders to investigate model business functions, business processes, information flows, and data structures
• Investigate operational issues, problems, and new opportunities; seek effective business solutions through improvements in aspects of business areas or systems of interest
• Assists in the analysis of underlying issues and their root causes, and identifies available options
• Communicates with clients and other stakeholders and assists in presenting issues and solutions both verbally and in writing
• Specifies data, data objects, and information flows that align with the needs of the business
• Produces business analysis deliverables using relevant documentation styles in line with company standards
• Facilitates stakeholder meetings and workshops, and presents findings and actions both verbally and in writing to the business
• Able to translate business requirements into a structured form
• Able to create structure within projects and project teams following Agile principles
• Understands the domain (Insurance Industry) and how it functions, after spending 6M in the company
• Understands the entire Policy Lifecycle, after spending 6M in the company
• Experience in using tools like Jira, Confluence, LucidChart, or other software for requirements management, documentation, and process modeling
• Experience with Agile frameworks
• Experience with testing methodologies, test planning, and quality assurance processes to ensure reliable and robust systems

Position Summary

We are seeking highly motivated and customer-oriented professionals for the role of Process Associate for an International Voice and Non-Voice Process. The ideal candidate will have excellent communication skills, a problem-solving mindset, and a passion for delivering a top-tier customer experience.

Key Responsibilities

• Manage customer interactions via phone, email, or chat in a professional and timely manner.
• Resolve customer queries, issues, or complaints with accuracy and empathy.
• Maintain detailed records of customer interactions in the system.
• Collaborate with internal teams for escalations and resolution follow-ups.
• Uphold service quality standards and contribute to continuous improvement.

Qualifications & Requirements

• Education: 12th Pass, Diploma, Graduate, or Postgraduate
• Experience: Freshers and experienced professionals (up to 3 years) are encouraged to apply

Skills:

• Excellent verbal and written communication in English
• Strong interpersonal and problem-solving skills
• Basic computer proficiency (MS Office, typing skills)
• Ability to work in a fast-paced, team-oriented environment
• Willingness to work in rotational shifts (including night shifts)

Perks & Benefits

• Competitive salary with performance-based incentives
• Night shift allowances and cab facility
• One-time complimentary meal during shifts
• Opportunities for internal growth and role advancement
• Exposure to international client processes and professional development

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

Position: Corporate Sales (Direct B2B)

Location : Mumbai

Experience: 6 to 12 years

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while expanding Insurance Brokers & presence in the commercial insurance market. The role is responsible for generating revenue, developing long-term client relationships, and delivering

risk management solutions across multiple insurance product lines.

Key Responsibilities

Business Development & Revenue Growth

 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue and profitability targets.

 Identify new business opportunities, emerging market segments, and growth areas within the commercial insurance space.

 Build a strong pipeline of prospects through networking, referrals, industry associations, and direct business development initiatives.

 Drive client retention, cross-selling, and up-selling opportunities to maximize account value.

Consultative Sales & Risk Advisory

 Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business

Owners to understand business risks and insurance requirements.

 Provide customized risk management and insurance solutions rather than competing solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

 Property Insurance

 Marine Insurance

 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

 Liability Insurance (Directors & Officers Liability, Public Liability, Professional Indemnity,

Cyber Liability, Product Liability, etc.)

 Other Commercial & Specialty Insurance Solutions

Client Relationship Management

 Build and maintain strong relationships with key decision-makers across client

organizations.

 Act as a trusted advisor and primary point of contact for corporate clients.

 Ensure exceptional client servicing and timely resolution of customer requirements.

Business Operations & Stakeholder Management

 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and statutory requirements.

 Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators (KPIs)

 New Client Acquisition

 Revenue Generation (Top Line)

 Portfolio Profitability (Bottom Line)

 Client Retention Ratio

 Cross-Sell & Upsell Revenue

 Product Mix Penetration

 Collection Efficiency

 Customer Satisfaction & Service Excellence

Qualifications

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience

 Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk Advisory.

 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry preferred.

Required Skills & Competencies

 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

 Business acumen with focus on revenue growth and profitability.

 Ability to work in a fast-paced, target-driven environment.

 Proficiency in CRM platforms, sales tools, and Microsoft Office applications.

Scope of Work – Voice Email Process

Location: Koramangala, Bangalore(no relocation)

Budget - upto 28k in hand only

Position Title: Voice Email Process Executive

Department: Customer Support / Operations

Experience- 1-3 years only

Employment Type: Full-Time

Shift: Morning 9.30 AM to 6.30 PM and 10.30 AM to 7.30 PM

Immediate joiners only

The Voice Email Process Executive will be responsible for handling customer

queries, complaints, and requests via email. The role focuses on delivering timely,

accurate, and professional responses in line with company policies and service

standards. The candidate will be required to manage a queue of inbound customer

emails, troubleshoot issues, escalate where necessary, and ensure customer

satisfaction.

Key Deliverables:

● Respond to a high volume of customer emails daily.

● Maintain a professional tone and adhere to standard response templates.

● Accurately document customer interactions in the CRM system.

● Collaborate with internal departments for issue resolution.

● Meet or exceed daily response time and quality metrics.

Responsibilities:

● Handle customer service requests via email.

● Follow up on unresolved queries in a timely manner.

● Ensure adherence to response quality and turnaround time SLAs.

● Maintain confidentiality and data integrity at all times.

● Provide feedback to management for process improvement.

Requirements:

● Excellent written communication skills in English.

● Typing speed of at least 30-40 WPM with accuracy.

● Prior experience in email/voice process is preferred.

● Familiarity with CRM software and MS Office.

● High attention to detail and customer-first attitude.

Position: Corporate Sales (Direct B2B)

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while

expanding Mahindra Insurance Brokers' presence in the commercial insurance market. The role

is responsible for generating revenue, developing long-term client relationships, and delivering

risk management solutions across multiple insurance product lines.

Key Responsibilities

Business Development & Revenue Growth

 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue

and profitability targets.

 Identify new business opportunities, emerging market segments, and growth areas

within the commercial insurance space.

 Build a strong pipeline of prospects through networking, referrals, industry associations,

and direct business development initiatives.

 Drive client retention, cross-selling, and up-selling opportunities to maximize account

value.

Consultative Sales & Risk Advisory

 Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business

Owners to understand business risks and insurance requirements.

 Provide customized risk management and insurance solutions rather than competing

solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy

structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

 Property Insurance

 Marine Insurance

 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

 Liability Insurance (Directors & Officers Liability, Public Liability, Professional Indemnity,

Cyber Liability, Product Liability, etc.)

 Other Commercial & Specialty Insurance Solutions

Client Relationship Management

 Build and maintain strong relationships with key decision-makers across client

organizations.

 Act as a trusted advisor and primary point of contact for corporate clients.

 Ensure exceptional client servicing and timely resolution of customer requirements.

Business Operations & Stakeholder Management;

 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy

portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and

bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and

statutory requirements.

 Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators (KPIs)

 New Client Acquisition

 Revenue Generation (Top Line)

 Portfolio Profitability (Bottom Line)

 Client Retention Ratio

 Cross-Sell & Upsell Revenue

 Product Mix Penetration

 Collection Efficiency

 Customer Satisfaction & Service Excellence

Qualifications:

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience:

 Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk

Advisory.

 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry

preferred.

Required Skills &Competencies:

 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

 Business acumen with focus on revenue growth and profitability.

 Ability to work in a fast-paced, target-driven environment.

 Proficiency in CRM platforms, sales tools, and Microsoft Office applications.

JOB DESCRIPTION – PROCESS COORDINATOR

JOB OVERVIEW:

We are looking for an active, smart, proactive, and client-focused Process Coordinator who can effectively manage core operations, coordinate with internal teams and clients, identify opportunities for process improvement, and contribute to business growth through smart cross-selling and solution-selling approaches.

The ideal candidate should have strong communication and coordination skills, take ownership of tasks, be proactive during meetings, and have the ability to manage multiple responsibilities efficiently.

Key Responsibilities:

• Manage and coordinate day-to-day core operational processes to ensure smooth and timely execution.
• Act as a key point of contact for clients, maintaining professional communication and ensuring their requirements are properly understood and addressed.
• Coordinate with internal teams to ensure tasks, deliverables, and client requirements are assigned and completed within timelines.
• Proactively participate in client and internal meetings, contribute ideas, ask relevant questions, and ensure important action points are captured.
• Prepare and circulate Minutes of Meeting (MOM) with clear discussion points, decisions, responsibilities, and deadlines.
• Assign tasks to respective team members and follow up regularly to ensure timely completion.
• Prepare and maintain daily, weekly, and monthly reports related to operations, tasks, client requirements, and team performance.
• Monitor ongoing processes and identify gaps, bottlenecks, and areas for improvement.
• Contribute proactively to process optimization and improvement initiatives to increase efficiency and productivity.
• Maintain accurate and updated CRM records, including client interactions, follow-ups, requirements, tasks, and status updates.
• Understand client requirements and proactively suggest relevant services, solutions, or value-added offerings wherever applicable.
• Identify opportunities for smart cross-selling and solution selling without compromising client relationships.
• Maintain regular follow-ups with clients and internal teams to ensure smooth project/process execution.
• Escalate issues, delays, or operational challenges to the concerned stakeholders in a timely manner.
• Ensure proper documentation and tracking of processes, tasks, meetings, and client communications.

Requirements& Qualifications:

.

• :Excellent verbal and written communication skills.
• Strong client handling and relationship management skills.
• Highly proactive, energetic, and solution-oriented approach.
• Strong coordination, task management, and follow-up skills.
• Ability to confidently participate and contribute in meetings.
• Good understanding of CRM processes and customer lifecycle management.
• Strong analytical and problem-solving abilities.
• Ability to identify opportunities for cross-selling and solution selling.
• Proficiency in MS Excel/Google Sheets, MS Office/Google Workspace, and CRM tools..
• Strong ownership, accountability, and attention to detail.

Job Description

Position: Corporate Sales – Direct B2B

Company: Mahindra Insurance Brokers

Function: Corporate Sales / Business Development

Industry: Insurance Broking / Financial Services

Job Purpose

We are looking for an experienced Corporate Sales professional to drive business growth by acquiring and managing Large Corporate and SME clients. The role will focus on expanding the company’s presence in the commercial insurance market, generating revenue, building long-term client relationships, and providing customized insurance and risk management solutions.

Key Responsibilities

1. Business Development & Revenue Growth

• Acquire and develop Large Corporate and SME accounts to achieve revenue and profitability targets.
• Identify new business opportunities and emerging segments within the commercial insurance market.
• Build and maintain a strong pipeline through networking, referrals, industry associations, and direct business development.
• Drive client retention, cross-selling, and up-selling opportunities.

1. Consultative Sales & Risk Advisory

• Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business Owners.
• Understand client business risks and insurance requirements.
• Recommend customized insurance and risk management solutions.
• Provide end-to-end advisory support, including risk assessment, policy structuring, and coverage optimization.

1. Commercial Insurance Product Sales

Drive business across commercial insurance products such as:

• Property Insurance
• Marine Insurance
• Employee Benefits – Group Mediclaim, GPA, GTL, etc.
• Liability Insurance
• Directors & Officers (D&O) Liability
• Public Liability
• Professional Indemnity
• Cyber Liability
• Product Liability
• Other Commercial & Specialty Insurance Solutions

1. Client Relationship Management

• Develop and maintain strong relationships with key corporate decision-makers.
• Act as a trusted advisor and primary point of contact for clients.
• Ensure high-quality client servicing and timely resolution of requirements.
• Identify opportunities to strengthen and expand existing client relationships.

1. Business Operations & Stakeholder Management

• Coordinate with underwriting, placement, claims, servicing, and operations teams.
• Ensure smooth execution and delivery of insurance solutions.
• Maintain a healthy and profitable product portfolio.
• Monitor business performance and take corrective actions to achieve targets.

1. Compliance & Governance

• Follow company policies, processes, and internal controls.
• Ensure compliance with IRDAI regulations and applicable insurance broking guidelines.
• Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators

• New Client Acquisition
• Revenue Generation
• Portfolio Profitability
• Client Retention
• Cross-Sell & Upsell Revenue
• Product Mix Penetration
• Collection Efficiency
• Customer Satisfaction & Service Excellence

Qualification

• Graduate in any discipline.
• MBA/PGDM in Marketing, Sales, Finance, or Insurance will be preferred.

Experience

• Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk Advisory.
• Experience in General Insurance, Insurance Broking, or Financial Services preferred.
• Strong network among corporate clients, SMEs, and senior decision-makers.
• Demonstrated experience in B2B business development and new client acquisition.

Required Skills

• Strong knowledge of commercial insurance products and risk management.
• Understanding of the Indian insurance market and IRDAI regulations.
• Excellent consultative selling and negotiation skills.
• Strong presentation and communication skills.
• Relationship management and stakeholder engagement.
• Strong business acumen with a focus on revenue and profitability.
• Ability to work in a target-driven and fast-paced environment.
• Proficiency in CRM platforms, sales tools, and Microsoft Office.