Communication & Interpersonal Skills Clear Communication: The ability to explain complex insurance terms and policies in simple, understandable language is crucial. Active Listening: Understanding a client's real needs requires empathy and attentively listening to their concerns. Relationship Building: Agents must build trust and strong relationships with clients to foster long-term business and loyalty. Sales & Negotiation Skills Sales Acumen: This involves persuasion, negotiation, and the ability to close deals effectively. Negotiation Skills: Successfully negotiating with insurance carriers to secure the best terms for clients is a critical component of the role. Analytical & Problem-Solving Skills Analytical Skills: Evaluating a client's specific circumstances to determine the most appropriate insurance coverage is essential. Problem-Solving: Addressing intricate insurance queries and providing accurate, prompt solutions for clients is a key aspect of the job. Product Knowledge & Industry Understanding In-Depth Product Knowledge: A thorough understanding of available products, services, and plans is necessary to advise clients effectively. Adaptability: The insurance landscape changes frequently, so agents must be open to continuous learning and evolving with new products and regulations.
Role Overview We are looking for a proactive and detail-oriented Operations Executive to manage day-to-day operational activities, coordinate with customers and vendors, and ensure smooth execution of service bookings. The role involves effective communication, software-based booking management, timely collection of duty slips, and ensuring high service quality. Key Responsibilities 1. Booking & Operations Management Handle customer bookings through company software/portal and ensure accurate entry of trip details. Allocate vehicles/drivers based on customer requirements, availability, and service standards. Track live bookings, monitor trip progress, and resolve operational issues in real-time. Ensure proper closure of each duty and update the system accordingly. 2. Customer Coordination Communicate with customers professionally regarding bookings, schedules, service updates, and any required clarifications. Address customer queries, complaints, and escalations promptly. Maintain strong customer relationships and ensure high satisfaction levels through smooth service delivery. 3. Vendor & Driver Coordination Coordinate with vendors and drivers to assign duties, share trip details, and ensure timely reporting. Follow up with drivers/vendors for duty start, completion, and any delays. Ensure all operational guidelines and service standards are followed by vendors/drivers. 4. Duty Slip Management & Documentation Collect physical or digital duty slips from drivers/vendors at the end of each trip. Verify duty slip details (timings, kilometres, tolls, parking, signature, etc.). Upload, maintain, and update duty slips in the system for billing and audit purposes. Track any missing documents and follow up until resolved. 5. Software & Reporting Use internal software/CRM for booking management, vendor allocation, and document submission. Maintain accurate data entry for bookings, rates, invoices, and trip closures. Prepare daily/weekly reports on operations performance, pending slips, exceptions, etc. 6. Operational Compliance & Quality Ensure compliance with company policies, SLAs, and customer requirements. Monitor operational metrics like punctuality, trip quality, and customer feedback. Identify gaps and suggest improvements in processes. Skills & RequirementsStrong verbal and written communication skills (customer-facing role). Basic knowledge of MS Excel and ability to work on CRM/booking software. Good coordination and follow-up skills. Problem-solving attitude with quick decision-making ability. Ability to work under pressure and manage multiple tasks. Prior experience in operations/logistics/travel/transportation is an added advantage.