Executive - Insurance Operations

What is The 1% Club?

The 1% Club is a members-only community for highly driven individuals who aspire to achieve financial independence and retire early. We provide members with valuable insights, resources, and exclusive opportunities to learn, network, and collaborate with like-minded achievers.As a member of The 1% Club, you gain access to a powerful network of accomplished individuals who share your aspirations and are dedicated to helping you succeed. From learning wealth-building strategies, connecting with industry experts, to collaborating on entrepreneurial ventures, The 1% Club is the perfect ecosystem to accelerate your growth.

Job Overview

We are seeking a proactive and detail-oriented

Insurance Operations Executive

to join our operations team. This role will act as the key bridge between advisors, clients, and insurance partners to ensure a seamless experience from policy login to issuance, including renewals, endorsements, and post-sales support.

Key Responsibilities

• Act as the key liaison between advisors and insurance partners to ensure seamless operations.
• Assist advisors and clients with policy issuance, endorsements, and renewals.
• Ensure faster TAT (Turnaround Time) for policy issuance by proactively coordinating, tracking, and following up with all stakeholders.
• Monitor and resolve bottlenecks in the issuance process to minimize delays.
• Update and maintain records in CRM systems while ensuring compliance with regulatory guidelines.
• Provide responsive support to advisors and clients by addressing queries and service requests effectively.
• Support clients with post-sales service, including endorsements, refunds, and clarifications.
• Oversee renewals and endorsement processing for all existing policies.
• Collaborate closely with internal departments and advisors for smooth process execution.
• Contribute to continuous improvement initiatives to enhance operational efficiency.
• Life at The 1% Club
  

Founded by Sharan Hegde and Raghav Gupta, our culture thrives on creativity, innovation, and teamwork. At The 1% Club, we value our people as much as we value our audience.

Here, You’ll Find

• A fun, inclusive, and collaborative work environment.
• Opportunities for growth, learning, and creative ownership.
• Exciting projects that push boundaries and challenge you to think differently.
• A chance to contribute to our mission of educating and empowering India in personal finance.
  

Apply Now!!!

This is a full-time, in-office role based in Mumbai. If you’re ready to design for impact, join our team and bring financial education to life through motion.Skills: health and life insurance expereience,communication,post sales/service,finance,insurance,client facing,crm,post sales,operations,follow ups,insurance operations