Team Associate

👥 Job Title: Team Associate – Bajaj Life Insurance 📍 Location : Eco Space , Newtown Rajarhat 🕒 Experience: Fresher / 1–3 Years 📌 Job Summary The Team Associate supports the sales and management team by handling day-to-day coordination, documentation, reporting, and operational activities to ensure smooth business operations at Bajaj Allianz Life. 🎯 Key Responsibilities🗂️ Support sales team with policy documentation and proposal processing 📞 Coordinate with customers for basic queries and follow-ups 📊 Prepare and maintain daily MIS, reports, and trackers 🤝 Coordinate between sales team, operations, and backend departments 📝 Ensure timely submission of proposal forms and required documents 🔄 Track policy issuance, login, and renewal status 🖥️ Handle CRM updates and data management 📅 Assist in meeting coordination, training schedules, and reviews 📁 Maintain proper records and compliance as per company guidelines 🧠 Skills & Competencies🗣️ Good communication & coordination skills 💻 Basic computer knowledge (MS Excel, Email, CRM) ⏱️ Time management & multitasking ability 🤝 Team-oriented and supportive mindset 🎯 Accuracy and attention to detail 🎓 Qualifications🎓 Graduate / Undergraduate (as per role requirement) 📌 BFSI / Insurance experience preferred (not mandatory) 💼 Benefits💰 Fixed salary + incentives (as applicable) 🎓 On-the-job training & learning opportunities 📈 Career growth within Bajaj Allianz Life 🏢 Professional and stable work environment If you want, I can also: Create a short JD for Naukri / Apna / WhatsApp Add daily KRAs & performance parameters Customize for Sales / Operations / HR support roles