Job Title: Operations Executive
Industry: Life Insurance
Department: Operations
Employment Type: Full-Time
Job Summary
We are looking for a proactive and detail-oriented Operations Executive to support the day-to-day operational activities of our life insurance branch while contributing to business growth through customer engagement and cross-selling. The role combines operational excellence with approximately 25% sales responsibility, ensuring a seamless customer experience.
Key ResponsibilitiesOperations (75%)
- Process life insurance proposals, policy issuance, renewals, endorsements, and servicing requests.
- Verify KYC documents and ensure compliance with company and regulatory guidelines.
- Maintain accurate customer records and update operational databases.
- Coordinate with internal departments for policy processing and issue resolution.
- Handle customer queries and provide timely service support.
- Prepare daily, weekly, and monthly MIS reports.
- Ensure all operational activities are completed within defined turnaround times (TAT).
- Support branch administration and maintain proper documentation.
Sales (25%)
- Identify opportunities for cross-selling and up-selling life insurance products.
- Follow up with prospective and existing customers for policy renewals and new business.
- Generate leads through customer interactions and referrals.
- Assist the sales team in achieving branch business targets.
- Build and maintain strong customer relationships to improve retention.
Eligibility
- Graduate in any discipline (Mandatory).
- Age: Below 30 years.
- 1 Plus years of experience in operations, customer service, or insurance (Freshers with good communication skills may also apply).
- Experience in the Life Insurance industry will be an added advantage.
Pay: ₹10,091.69 - ₹32,490.63 per month
Work Location: In person