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For Employers

Team Coordinator

Hdfc Life Insurance Company Limited

0 - 31 years

3 - 9 Lacs

bhawanipur kolkata/calcutta

Posted:3 days ago| Platform: Apna logo

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Skills Required

support onboarding training coordination documentation reports processing service data compliance communication excel word crm compensation management

Work Mode

On-site

Job Type

Part Time

Job Description

Job Responsibilities: Coordinate daily activities and operations of the sales/agency team Act as a liaison between the sales team, branch operations, and support departments Assist in onboarding, training coordination, and documentation of advisors/agents Track team performance, targets, and prepare MIS reports Ensure timely submission and processing of insurance proposals and policy documents Follow up with internal teams for policy issuance, renewals, and service requests Maintain accurate records of team data, sales reports, and compliance documents Support the Branch Manager and Sales Managers in administrative and coordination tasks Ensure adherence to HDFC Life processes, policies, and regulatory guidelines Required Skills & Qualifications: Good communication and coordination skills Proficiency in MS Excel, MS Word, and basic CRM tools Ability to multitask and manage deadlines Basic understanding of life insurance processes (preferred) Detail-oriented and organized approach to work Qualifications: Graduate in any discipline Experience in insurance, BFSI, or sales coordination roles preferred Preferred Candidate Profile: Proactive, disciplined, and team-oriented Ability to work under pressure and meet timelines Professional attitude with strong follow-up skills Compensation: Fixed salary + performance incentives (if applicable) Career growth opportunities within HDFC Life

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Team Coordinator