Insurance Operations Executive

Location: Kanjiramapara, Thiruvananthapuram
Salary: ₹10,000 – ₹15,000 per month (based on skills & experience)
Office Time: 9:30 AM – 5:30 PM
Weekly Off: Second Saturday & All Sundays

About the Role

We are looking for a reliable, multi-skilled office executive who can handle daily office operations, client onboarding, insurance sales support, and customer communication. This is a hands-on role for someone who is comfortable talking to clients, following up on leads, and managing basic office systems without supervision.

This is not a passive desk job. You will be expected to take ownership.

Key Responsibilities

Client Handling & Sales Support

• Onboard new insurance clients and explain basic policy details clearly
• Follow up with leads via phone and WhatsApp
• Support deal closures and documentation
• Coordinate with insurers for proposals, policy issuance, and renewals

Telecalling & Communication

• Make outbound calls to prospects and existing clients
• Handle incoming customer calls professionally
• Manage WhatsApp communication with leads and customers
• Handle basic email communication with clients and insurers

Office & Operations Management

• Manage daily office activities smoothly
• Maintain client records and documents (digital & physical)
• Update Excel / Google Sheets for leads, policies, and follow-ups
• Use Google Drive, Google Calendar, Email, Word, Excel efficiently

Administrative Support

• Organize files, reports, and documents
• Assist in basic reporting and follow-up tracking
• Ensure no lead or customer request is ignored

Required Skills & Qualifications

• Fluent in English and Malayalam (spoken & basic written English required)
• Comfortable speaking to customers over phone
• Basic computer skills are mandatory:
• Email
• MS Excel / Google Sheets
• Google Drive
• Google Calendar
• MS Word
• WhatsApp (business communication)
• Prior experience in insurance or financial services is a strong advantage
• Willingness to learn and take responsibility

Who Should Apply

• Someone who wants a stable office role with growth opportunity
• Someone who can handle multiple tasks without constant reminders
• Someone who understands that follow-ups and accuracy matter
• Candidates who want fixed salary + performance-based income

Who Should NOT Apply

• If you dislike calling customers
• If you avoid responsibility
• If you are not comfortable using a computer daily

How to Apply

Interested candidates can send their resume or contact details via WhatsApp / Call: +91-7012508441

Job Types: Full-time, Permanent

Pay: ₹8,000.00 - ₹15,000.00 per month

Benefits:

• Health insurance
• Paid sick time
• Paid time off

Work Location: In person