Risk Advisor Assistant Job in PAN India at GreenHouse

Greenhouse is hiring for the role of Risk Advisor Assistant!

Responsibilities of the Candidate:

• Provide dedicated professional and administrative support to one Risk Advisor (Account Manager).
• Assist in preparing insurance quotations, proposals, and renewal documents to support client servicing.
• Accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.
• Maintain and update client records and policy information in the CRM system.
• Prepare and issue certificates of insurance as requested.
• Gather and organize client data to prepare insurance policy applications and other supporting documentation.
• Has knowledge of managing billing processes with both clients and insurance carriers.
• Organize and track outstanding documentation, including policy subjectivities and compliance requirements.
• Draft and send professional communications to clients, insurers, and other stakeholders on behalf of the Risk Advisor.

Requirements:

• 2 years of previous insurance industry experience (agency, brokerage, or carrier).
• Experience with commercial/business insurance is a must.
• Familiarity with insurance terminology and processes.
• Experience with insurance management systems or CRMs.
• Proven background in client servicing and managing multiple client accounts
• Highly motivated and entrepreneurial Individuals.  
• High IQ, quick to learn, and adaptable. 
• Commitment to accuracy and quality.
• Strong work ethic and reliability.
• Proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
• Excitement to learn insurance concepts and go above and beyond.
• Front experience is a plus.