Insurance Operations Intern

About Spectra Assets
Spectra Assets is a financial services firm offering investment, insurance, and wealth solutions under one roof. With a client-first approach, we focus on providing personalized solutions backed by transparency, innovation, and professional expertise. Our objective is to help clients make informed financial decisions and build sustainable long-term value.
Role: Insurance Operations Intern
The Insurance Operations Intern will support the day-to-day operations of our insurance brokerage business and gain practical exposure to core insurance processes.
The role will involve assisting with policy documentation, quotations, proposals, data entry, policy renewals, and claims-related documentation, while coordinating with insurers, clients, and internal teams under the guidance of senior team members.
The intern will also interact with clients to understand and clarify basic policy-related queries and ensure accurate and timely communication.
This is a full-time, on-site internship based in Mumbai, offering an opportunity to gain hands-on experience in insurance operations and understand how an insurance brokerage functions in a professional environment.
Key Responsibilities
Assist with insurance policy documentation, quotations, and proposals.
Support policy processing, renewals, endorsements, and pending cases.
Coordinate with insurance companies, clients, and internal teams.
Assist with claims-related documentation and follow-ups.
Maintain accurate and updated records in CRM and other systems.
Handle basic client queries and provide timely communication.
Support day-to-day administrative and operational activities.
Ensure accuracy and completeness of documentation and data.
Qualifications & Skills
Strong interest in Insurance.
Good communication and customer service skills.
Strong organizational skills and attention to detail.
Ability to manage multiple tasks and meet timelines.
Proficiency in MS Office, Excel, and digital documentation.
Ability to learn quickly and follow established processes.
Ability to work effectively in a team-oriented, on-site environment.
Pursuing or recently completed a degree/diploma in Commerce, Finance, Management, or a related field is preferred.
Freshers and students are encouraged to apply.
What You’ll Gain
Hands-on exposure to the insurance industry and brokerage operations.
Practical experience in policy processing and documentation.
Client coordination and professional communication experience.
Certificate of Internship
Exposure to insurance companies and real-world business processes.
A strong foundation for building a career in Insurance & Financial Services.

Work arrangement
No