Insurance Endorsement Executive

Role & responsibilities

• Process member additions, deletions, corrections, and other endorsement requests.
• Verify employee and dependent details including Name, DOB, DOJ, Relationship, Sum Insured, etc.
• Verify premium rates and calculations as per policy terms.
• Coordinate with insurers and TPAs for premium discrepancies, adjustments, and clarifications.
• Coordinate E-Card generation for newly added members and dependents.
• Share E-Cards with clients within defined TAT.
• Coordinate for corrected/revised E-Cards wherever required.
• Follow up on pending endorsements, E-Cards, corrections, and service requests.
• Handle client queries related to endorsements, member additions/deletions, E-Cards, and premiums.
• Upload member data and endorsement requests on insurer/TPA portals.
• Verify successful submission and status of uploaded requests.
• Coordinate for resolution of portal and technical issues.
• Maintain accurate and updated member and endorsement records.
• Coordinate with internal teams and department managers for smooth processing.
• Ensure all requests are completed accurately within the defined TAT.