5 years

1 - 2 Lacs

Posted:1 day ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Designation: Operations Executive

Reporting To: Head of Department

Qualifications: Minimum Graduate / BBA / MBA

Experience: Minimum 2–5 years of relevant experience

Overview:

Responsible for back-office operations including data management, MIS reporting, technical support to sales and marketing teams, client coordination, and sales business data analysis.

Main Responsibilities:

  • Update all data in MIS as per predefined formats.
  • Assist and coordinate with sales team and marketing team for smooth operations.
  • Support administrative staff in day-to-day tasks.
  • Support sales staff in handling and documenting customer accounts.
  • Process data and compile reports for management review.
  • Enter data accurately into the system and maintain records.
  • Coordinate with the team to ensure data posting in required formats/software for policy-related documents.
  • Follow up on all pending policy renewals with clients.
  • Interact with managers/employees from insurance companies to provide clients with the best available options based on market trends and latest product developments.
  • Participate in activities assigned by management to enhance customer service.

Key Skills:

  • Excellent proficiency in MS Office (Excel, Word, PowerPoint)
  • Strong coordination and communication skills
  • Attention to detail and accuracy

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

  • Health insurance
  • Life insurance

Education:

  • Bachelor's (Preferred)

Work Location: In person

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