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Team Executive

1 - 3 years

1 - 3 Lacs

Asansol, West Bengal, India

Posted:4 days ago| Platform: Foundit logo

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Skills Required

CRM Tools Time Management Communication Skills Reporting Skills Basic analytical skills

Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for a motivated and organized Team Executive to support the daily operations and coordination of team activities within our insurance department. The role involves assisting in sales or service functions, managing customer interactions, tracking performance, and supporting the team leader in achieving business goals. This position requires good communication, basic insurance knowledge, and strong team collaboration skills. Key Responsibilities: Support team members in executing sales, customer service, or operations-related tasks Coordinate with internal departments such as claims, underwriting, and customer support Assist in managing customer queries and resolving basic service-related issues Maintain and update records of team performance, daily reports, and client databases Follow up on leads, renewals, and pending documentation as directed by the team leader Help prepare MIS reports, sales summaries, and productivity trackers Ensure compliance with internal guidelines and regulatory requirements Participate in team meetings, product training, and process briefings Maintain a professional and customer-friendly approach in all interactions Contribute to achieving the team's sales or service targets Required Qualifications: Graduate in any discipline (preferably in commerce, business, or finance) 13 years of experience in the insurance or financial services sector Basic understanding of insurance products (life, health, or general) Familiarity with data entry, CRM tools, and MS Office applications Key Skills: Good verbal and written communication Customer service orientation Time management and multitasking ability Attention to detail and record-keeping Basic analytical and reporting skills Team coordination and collaboration

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Pnb Metlife India Insurance Company Limited

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