Insurance Operations Executive

Role Overview: As an Insurance Operations Executive at The 1% Club, you will play a crucial role in ensuring a seamless experience for advisors, clients, and insurance partners. Your proactive and detail-oriented approach will be key in managing policy issuance, renewals, endorsements, and post-sales support. You will act as the primary liaison between all stakeholders to facilitate smooth operations and uphold high service standards. 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. Qualifications Required: - Experience in health insurance operations with a focus on client-facing responsibilities. - Strong skills in follow-ups, endorsements, and insurance operations. - Ability to work effectively in a fast-paced environment while maintaining attention to detail. - Proficiency in CRM systems and a proactive approach to problem-solving. - Excellent interpersonal and communication skills to interact with diverse stakeholders. Life at The 1% Club: Founded by Sharan Hegde and Raghav Gupta, The 1% Club fosters a culture of creativity, innovation, and teamwork. As part of our team, you will experience a fun, inclusive, and collaborative work environment where opportunities for growth, learning, and creative ownership abound. You will engage in exciting projects that challenge you to think differently and contribute to our mission of educating and empowering individuals in personal finance. Apply Now: If you are looking to make an impact and bring financial education to life through motion, join us at The 1% Club in Mumbai for this full-time, in-office role. (Note: Skills mentioned in the job description include health insurance, follow-ups, operations, client-facing, insurance operations, endorsements),