5008 Insurance Jobs - Page 6

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals

Roles & Responsibilities: Customer Relationship Management Manage banking and investment relationships with Yes Premia clients Drive overall growth in liabilities and investment business from branch/retail customers Develop and expand client relationships by delivering service levels that exceed expectations Identify and engage high-potential clients to increase business volume and wallet share Business Development & Sales Achieve sales targets across product categories: liabilities, retail assets, business banking, forex, cards, and investments Proactively sell the full range of consumer and commercial banking products to both existing and prospective customers Deepen existing relationships or acquire new clients to increase CASA balances in the allocated portfolio Drive product and channel penetration to maximize customer relationship value Customer Engagement Maintain consistent portfolio quality through regular client engagement Act as the primary point of contact, ensuring service satisfaction and personalized financial solutions Investment Advisory Analyze customer financial needs and recommend suitable investment options with transparency Drive fee-based income by promoting mutual funds, insurance, and other investment products Audit & Compliance Ensure strict adherence to the Bank's policies and procedures related to acquisition, BSA, and KYC norms Comply with all regulatory requirements set by authorities like RBI, SEBI, AMFI, and IRDA

SUMMARY Team Lead Position in Insurance Operations Domain for Global IT MNC Greetings from 2COMS Group! Location: Delhi / Noida Experience: 1+ years Job Expectations: Ability to effectively communicate in English as this role involves interaction with customers from North America, Canada, and the UK. Analyze and process transactions accurately and within specified timelines. Document all completed transactions on a daily basis. Contribute significantly to collecting metrics on processes. Maintain positive and cooperative working relationships with all team members. Collaborate with the team to achieve common goals. Swiftly resolve issues, questions, and concerns by communicating with internal and external customers. Continuously upgrade skills as per the requirement and be ready to take on new or additional responsibilities. Skills Required: Minimum qualification - Graduate in any discipline. 8+ years of work experience in voice, preferably in finance. Excellent communication skills and a strong command over the English language. Outstanding customer service skills. Willingness to work in a shift-based work schedule. Excellent analytical ability and a logical approach to problem-solving. Requirements Requirements: 8+ years of work experience in voice, preferably in finance.

Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). Offer customized investment and banking solutions based on client needs and risk appetite. Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. Conduct regular portfolio reviews and monitor financial goals of clients. Ensure compliance with internal and regulatory policies while servicing clients. Maintain high service standards and provide prompt resolution to client queries and issues. Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing. Generate leads through networking, references, and market intelligence. Achieve business targets on revenue, client acquisition, and product penetration.

Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). Offer customized investment and banking solutions based on client needs and risk appetite. Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. Conduct regular portfolio reviews and monitor financial goals of clients. Ensure compliance with internal and regulatory policies while servicing clients. Maintain high service standards and provide prompt resolution to client queries and issues. Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing. Generate leads through networking, references, and market intelligence. Achieve business targets on revenue, client acquisition, and product penetration.

You could be the right candidate if you have Degree inBusiness, Finance, Insurance, Statistics or Cleared Actuarial Papers or related field or a related field.AMaster of Business Administrationfrom a reputed instituteis desirable. 7+ years of experience in product management, preferably in the health insurance industrywithat least3years of experience in a stand-alone health insurer Minimum of 5 years of experience in handling Retail and Retail Under Group products within the General /Health insurance industry with hands-on experience in Quotation Management Excellent knowledge of Product configuration in core systems andfront-endsales platforms Strong understanding of the health insurance market, including industry trends, regulations, and competitive landscape.

You could be the right candidate if you have Degree inBusiness, Finance, Insurance, Statistics or Cleared Actuarial Papers or related field or a related field.AMaster of Business Administrationfrom a reputed instituteis desirable. 7+ years of experience in product management, preferably in the health insurance industrywithat least3years of experience in a stand-alone health insurer Minimum of 5 years of experience in handling Retail and Retail Under Group products within the General /Health insurance industry with hands-on experience in Quotation Management Excellent knowledge of Product configuration in core systems andfront-endsales platforms Strong understanding of the health insurance market, including industry trends, regulations, and competitive landscape.

You could be the right candidate if you have Degree inBusiness, Finance, Insurance, Statistics or Cleared Actuarial Papers or related field or a related field.AMaster of Business Administrationfrom a reputed instituteis desirable. 7+ years of experience in product management, preferably in the health insurance industrywithat least3years of experience in a stand-alone health insurer Minimum of 5 years of experience in handling Retail and Retail Under Group products within the General /Health insurance industry with hands-on experience in Quotation Management Excellent knowledge of Product configuration in core systems andfront-endsales platforms Strong understanding of the health insurance market, including industry trends, regulations, and competitive landscape.

Designation: Sales Manager/Senior Sales Manager/Business Development Manager Reporting To: Area Sales Manager/Cluster Manager Objective: To develop and manage the Individual Agency Channe (Motor/Health & Life) in the territory & to support the existing partner base Responsibilities/KPI's: 1. Agency Channel Development Sourcing POS Agents as per the agreed mix and policy. Agency Channel Development for the assigned location. Coordinating with Operations team for pre licensing, training, and licensing. Conduct induction training and coordinate with sales training team for product and ongoing trainings for the respective POS. Maintaining the agreed mix of new and existing agents /POS. Develop and execute strategies to reach out to various market segments. 2. Agency Channel Management Monitoring Agent performance on the common variables of segment way to the market -Renewal/Fresh database, funnel, and closures. Maintaining the high active percentage of POS. Controlling Attrition of POS Agents. Ensuring high productivity of team and POS and manage the right level of channel engagement with the POS. 3. Channel Servicing Reconciliation of partner accounts and coordination with all the departments for same 4. Profitability Work on various market dynamics and provide feedback for the improvement in the internal organisation to cope up with the same. Management of loss ratios. 5. Compliance & Hygiene To ensure compliance with the external bodies and other authorities. Ensure internal compliance. Manage cheque bounce recovery and business pendency. Other responsibilities as per the KPI and growth factors. Skills and Experience Required: • Agency sales in insurance sector

You could be the right candidate if you have Degree inBusiness, Finance, Insurance, Statistics or Cleared Actuarial Papers or related field or a related field.AMaster of Business Administrationfrom a reputed instituteis desirable. 7+ years of experience in product management, preferably in the health insurance industrywithat least3years of experience in a stand-alone health insurer Minimum of 5 years of experience in handling Retail and Retail Under Group products within the General /Health insurance industry with hands-on experience in Quotation Management Excellent knowledge of Product configuration in core systems andfront-endsales platforms Strong understanding of the health insurance market, including industry trends, regulations, and competitive landscape.

Hiring for Leading ITES Company In Gurgaon for Customer Support. Key Highlights: 1: Graduate with min 1 year experience in customer support 2: Candidate Must Not Have Any Exams in the Next 6 Months 3: Day and Evening Shifts 4: 5 Days Working 5: 4000 TA 6: Excellent Communication Skills 7: Immediate Joiners Preferred A Customer Support Specialist, also known as a Customer Service Representative, is primarily responsible for handling customer inquiries, resolving issues, and ensuring a positive customer experience. They act as the first point of contact for customers, providing assistance and support via various channels like phone, email, or chat. Daily Walkin @ Outpace Consulting, C-29, Sec 2 Noida (Nearest Metro Noida Sec 15, Exit Gate 3) Landmark : Near Hotel Nirulas Walkin Time : 11 am to 3 Pm Ritika @ 8299619074, Somya @ 9461962110, Qasim @ 8056419536 Whatsapp Your CV @ 9721919721 Key Responsibilities: Responding to customer inquiries: Answering questions about products or services, providing information, and offering guidance. Resolving customer issues: Troubleshooting problems, addressing complaints, and finding solutions to customer concerns. Providing support: Helping customers navigate product features, troubleshoot technical difficulties, and make the most of their experience. Managing customer interactions: Maintaining a positive and professional attitude, actively listening to customer needs, and ensuring their satisfaction. Recording and reporting: Documenting customer interactions, tracking issues, and providing feedback to improve customer service processes.

We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals Program to manage retail banking customers, drive business through cross-selling of banking products, and ensure superior customer service at the branch level. Key Responsibilities: Build and maintain strong relationships with walk-in and existing customers at the branch. Promote and sell a range of banking products such as savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party offerings. Conduct outbound calling and field visits to acquire new customers and deepen existing relationships. Understand customer needs and offer appropriate financial solutions. Ensure strict adherence to KYC norms and all internal compliance policies. Meet assigned sales and revenue targets within stipulated timelines. Handle routine customer service requests and coordinate with backend teams for timely resolution. Skills Required: Strong communication and interpersonal skills Sales-oriented mindset with a focus on targets Fundamental understanding of retail banking products and services Excellent customer engagement and relationship-building abilities Proactive approach with a willingness to perform field sales activities when necessary

Role & responsibilities Respond to inbound and outbound calls related to healthcare insurance, claims, billing, and eligibility. Assist US-based members and providers with accurate and timely information. Maintain a strong understanding of healthcare benefits, medical terminology, and insurance workflows. Accurately document customer interactions and transactions in the system. Ensure HIPAA compliance and protect patient privacy at all times. Meet and exceed key performance metrics including quality, customer satisfaction (CSAT), and Average Handling Time (AHT). Collaborate with internal teams for escalation resolution and process improvement. Help guide and educate customers about the fundamentals and benefits of consumer-driven health care topics to select the best benefit plan options, maximize the value of their health plan benefits and choose a quality care provider Contact care providers (doctor's offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance Assist customers in navigating the member website, and other websites while encouraging and reassure them to become self-sufficient. Please connect with Neeraj Salariya@8285244315. Preferred candidate profile Minimum 6 months to 3 years of experience in international voice process (preferably Healthcare & Welfare). Health Care/Insurance environment (familiarity with medical terminology, health plan documents, or benefit plan design) Excellent verbal and written communication skills in English. Strong interpersonal skills with the ability to remain patient and empathetic. Comfortable working night shifts and rotational offs. Basic computer literacy and typing skills. Experience with international healthcare insurance processes (e.g., claims adjudication, EOB, authorizations). Knowledge of HIPAA regulations. Graduate in any stream (preferably Life Sciences, Healthcare, or related fields). Undergraduates with relevant BPO experience are eligible to apply Knowledge of billing practices and procedures preferred Proficiency with word processing and spreadsheet software and required. Please connect with Neeraj Salariya@8285244315. Perks & Benefits Salary ranges from 3 to 3.43 LPA. Cab Facility or Transport Allowance Medical Insurance Life Insurance.

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

A challenging opportunity with a leading brand in insurance industry. Industry: Insurance Position Title: Branch Manager, ASM, BDM Product: Life Insurance Roles and Responsibilities:- Manage branch operations, ensuring efficient sales performance and customer satisfaction. Develop and execute strategies to increase revenue growth through direct channel development. Handle alternate channels such as direct sales and field sales teams for maximum productivity. Foster strong relationships with clients to retain existing customers and acquire new ones. If this opportunity matches your calibre, apply for the same. Our team will connect you post the initial screening process.

Call Or WhatsApp : 08098066667 Key Skills Required: Strong leadership & team management Negotiation & communication skills Target-driven with analytical mindset Customer-centric approach Ability to handle pressure & meet deadlines We are currently inviting applications for the following positions: - Area Sales Manager - Business Development Manager - Sales Officer - Direct Bank (Sales and Operation) - Loan Manager - Sales Manager - Branch Manager These roles offer a remuneration package ranging from 20,000 to 80,000 . Location: All Over India Freshers Also Applied

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

Industry :- Insurance Product :- Motor Insurance Job Purpose Statement • To penetrate and increase the branch sales volume for Motor Insurance. Duties & Responsibilities: • Business / Revenue generation: Incumbent need to ensure he achieves the branch Profits and increase penetration by achieving revenue targets. • Facilitation for Branch compliance, Marketing, and service level: Facilitate Branch compliance and Branch statutory requirements with company and industry policies and procedures. Increase the penetration and Customer footfall at branch level by doing various local marketing activities. Maintain fruitful relationships with current customers and establish good relationships with new ones. Organizational Relationship If this opportunity matches your caliber, apply for the same. Our team will connect you post the initial screening process.

About PhonePe Limited: PhonePe's portfolio of businesses includes the distribution of financial products (Insurance, Lending, and Wealth) as well as new consumer tech businesses (Pincode - hyperlocal e-commerce and Indus AppStore Localized App Store for the Android ecosystem) in India, which are aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture: At PhonePe, we go the extra mile to make sure you can bring your best self to work, Every day! That starts with creating the right environment for you. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. PhonePe-rs solve complex problems and execute quickly; often building frameworks from scratch. If you're excited by the idea of building platforms that touch millions, ideating with some of the best minds in the country, and executing on your dreams with purpose and speed, join us! About PhonePe Insurance About the Team: Control Tower The Control Tower team sits at the heart of our Insurance Business Operations, acting as the critical layer responsible for maintaining operational excellence. We are the "watchtower" that diligently monitors daily production issues, ensuring seamless transaction flows and prompt resolution. Our team works proactively and reactively, liaising closely with internal and external stakeholders, particularly our insurer partners, to address and resolve challenges in real-time. As an Associate Manager in the Control Tower, you will be a key individual contributor driving operational stability and efficiency for PhonePe Insurance. This is a dynamic role where you will be extremely close to impact, offering high learning opportunities for individuals with a strong hunger for problem-solving and process improvement. Key Responsibilities: Production Issue Management & Resolution: - Act as the primary point of contact and owner for all daily production issues impacting insurance operations. - Drive swift and effective "here and now" resolution of critical incidents and transaction recovery efforts. - Lead and actively participate in daily huddles, demonstrating a knack for quick problem identification and action planning, ensuring high availability for critical operational needs. Stakeholder Management & Communication: - Effectively manage relationships with a diverse set of internal stakeholders (e.g., Product, Engineering, Business teams) and external insurer partners. - Maintain clear, concise, and timely communication regarding issue status, resolution paths, and preventative measures. - Act as a crucial liaison, ensuring smooth information flow and coordinated efforts between PhonePe and insurer teams. Technical Acumen & Process Excellence: - Develop a deep understanding of our tech integration points and how various systems work together in the insurance ecosystem. - Leverage strong program management skills to orchestrate troubleshooting efforts and drive solutions across multiple teams. - Proactively analyze recurring or repeating issues, providing detailed feedback and insights to relevant teams for long-term fixes and process enhancements. Continuous Improvement: - Contribute to the refinement of L2 watchtower processes and protocols to enhance efficiency and reduce resolution times. - Champion initiatives that prevent future production issues and improve overall operational resilience. What We're Looking For: - Experience: 3-5 years of experience in operations, program management, or a similar role, ideally within the insurance, fintech, or e-commerce sector. - Problem-Solving: Proven ability to troubleshoot complex issues, think critically under pressure, and deliver rapid resolutions. - Technical Aptitude: A strong understanding of system integrations and data flows, with the ability to quickly grasp technical concepts. - Communication: Excellent verbal and written communication skills, capable of articulating complex information clearly to technical and non-technical audiences. - Stakeholder Management: Demonstrated experience in successfully managing and influencing diverse internal and external stakeholders. - Initiative & Drive: A highly motivated individual contributor with a high sense of ownership, hunger for learning, and a passion for making a tangible impact. - Availability: Willingness to be available for critical issues as needed, recognizing the important nature of some operational challenges. Why Join PhonePe Insurance Joining PhonePe Insurance means being part of a high-growth environment where your contributions directly shape the future of insurance in India. You will be at the forefront of tackling real-time challenges, working alongside talented professionals, and constantly learning. If you thrive on immediate impact, complex problem-solving, and continuous growth, this is the role for you. PhonePe Full-Time Employee Benefits (Not applicable for Intern or Contract Roles): - Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance - Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System - Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program - Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy - Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment - Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Read more about PhonePe on our blog. Life at PhonePe PhonePe in the news,