Insurance Operations Executive

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Job Summary

Insurance Operations Executive

Key Roles & Responsibilities

• Handle

  end-to-end insurance operations

  for Life, Health, and General Insurance policies
• Manage onboarding and servicing of

  individual and corporate clients

• Process policy issuance, endorsements, renewals, and cancellations
• Coordinate with

  insurance companies, TPAs, and internal teams

  for smooth operations
• Handle

  client queries, claims coordination, and documentation

• Maintain accurate records, MIS, and policy trackers
• Ensure timely follow-ups for renewals and compliance-related activities
• Support advisors and senior management in daily operational tasks

Required Skills & Qualifications

• 1-3 years of experience

  in Insurance Operations (Life/Health/General)
• Experience handling

  both corporate and retail clients

• Good understanding of insurance products and operational processes
• Strong communication and customer-handling skills
• Proficiency in

  MS Excel and basic MIS reporting

• Detail-oriented with strong follow-up skills

Preferred Candidate Profile

• Experience working with

  advisory firms, brokers, or insurance agencies

• Ability to manage multiple client accounts efficiently
• Comfortable working in a

  structured, office-based environment