An Insurance Operations Executive manages daily operational tasks to ensure the efficient and accurate processing of insurance policies and claims. Key responsibilities include policy administration (issuance, endorsements, renewals), coordinating with departments like underwriting and claims, ensuring regulatory compliance, and generating reports to monitor performance. This role requires strong communication and organizational skills to handle customer queries and work with external partners such as brokers and TPAs. Key Responsibilities · Policy Administration: Manage the full lifecycle of insurance policies, including issuance, endorsements, renewals, and cancellations. · Process Management: Oversee daily operations to ensure the smooth and timely processing of policies and claims. · Customer Support: Handle and resolve escalated customer queries and operational issues. · Performance Monitoring: Generate and analyze Management Information System (MIS) reports to track performance, identify gaps, and improve efficiency and turnaround times (TAT). · Process Improvement: Identify challenges in the operational process and implement improvements. · Auditing: Participate in audits and ensure timely closure of any observations. · Team Support: Mentor and support junior team members in process execution. Required Skills and Qualifications · Strong understanding of insurance operations and regulatory requirements. · Excellent communication and interpersonal skills. · Strong organizational and analytical skills. · Ability to handle multiple tasks and meet deadlines. · Proficiency in data management and report generation. · Familiarity with insurance software and systems. Job Type: Full-time Pay: ₹200,000.00 - ₹350,000.00 per year Work Location: In person
An insurance telecaller's job description includes making outbound calls to sell insurance policies, explaining policy features, answering questions, and handling customer inquiries to meet sales targets. Key responsibilities also involve following scripts, maintaining customer records in a CRM, generating new leads, and scheduling appointments for sales agents. The role requires strong communication, persuasion, and organizational skills. Key responsibilities · Sales and lead generation : Make outbound calls to potential and existing customers to introduce, explain, and sell insurance products (life, health, auto, etc.). · Information provider : Clearly explain insurance plan benefits, coverage, costs, and policy terms to customers. · Customer interaction : Handle inbound and outbound calls, answer customer questions, resolve inquiries, and build rapport with clients. · Appointment setting : Schedule follow-up meetings or consultations for insurance agents with interested clients. · Data management : Update and maintain customer records, sales leads, and other data accurately in a CRM system. · Sales target achievement : Work to meet and exceed daily, weekly, or monthly sales goals. Required skills and qualifications · Communication skills : Excellent verbal communication, active listening, and persuasive speaking abilities are essential. · Sales aptitude : Ability to effectively convince and handle objections from potential customers. · Product knowledge : Must be able to quickly learn and understand various insurance products and their features. · Organizational skills : Strong time management and organizational skills to manage high call volumes and meet deadlines. · Technical proficiency : Basic computer skills for data entry and familiarity with CRM software are usually required. Job Type: Full-time Pay: ₹200,000.00 - ₹500,000.00 per year Work Location: In person
An insurance telecaller's job description includes making outbound calls to sell insurance policies, explaining policy features, answering questions, and handling customer inquiries to meet sales targets. Key responsibilities also involve following scripts, maintaining customer records in a CRM, generating new leads, and scheduling appointments for sales agents. The role requires strong communication, persuasion, and organizational skills. Key responsibilities · Sales and lead generation : Make outbound calls to potential and existing customers to introduce, explain, and sell insurance products (life, health, auto, etc.). · Information provider : Clearly explain insurance plan benefits, coverage, costs, and policy terms to customers. · Customer interaction : Handle inbound and outbound calls, answer customer questions, resolve inquiries, and build rapport with clients. · Appointment setting : Schedule follow-up meetings or consultations for insurance agents with interested clients. · Data management : Update and maintain customer records, sales leads, and other data accurately in a CRM system. · Sales target achievement : Work to meet and exceed daily, weekly, or monthly sales goals. Required skills and qualifications · Communication skills : Excellent verbal communication, active listening, and persuasive speaking abilities are essential. · Sales aptitude : Ability to effectively convince and handle objections from potential customers. · Product knowledge : Must be able to quickly learn and understand various insurance products and their features. · Organizational skills : Strong time management and organizational skills to manage high call volumes and meet deadlines. · Technical proficiency : Basic computer skills for data entry and familiarity with CRM software are usually required. Job Type: Full-time Pay: ₹200,000.00 - ₹500,000.00 per year Work Location: In person