Insurance Operations Jobs

Job descriptionThe Mutual Fund Operations Executive will be responsible for handling day-to-dayoperational processes related to mutual fund transactions, documentation, and clientinstructions.Required Candidate profileThe role requires strong attention to detail,effective communication,a client-centric approach to ensure smooth and timely service deliverycapitalplacement02@gmail.comP- 9891750342 W- 7895263093

We are seeking a dedicated Manager Business Partner to enhance our operational success in Kolkata. This role is ideal for individuals with a passion for business development and stakeholder engagement. Candidates should have a proactive approach and excellent communication skills.Key Responsibilities:1. **Stakeholder Engagement**: Build strong relationships with clients and partners to understand their needs and align our services accordingly.2. **Business Development**: Identify growth opportunities in the market and develop strategies to attract new clients while retaining existing ones.3. **Data Analysis**: Analyze business performance metrics to provide insights and recommendations for improvement.4. **Project Management**: Oversee various projects to ensure they are completed on time and within budget, coordinating with different teams as needed.5. **Reporting**: Prepare and present reports on business performance, opportunities, and challenges to senior management.Required Skills and Expectations:Ideal candidates should possess excellent communication and interpersonal skills, enabling effective relationship-building. A strong understanding of business processes and a willingness to learn about market trends are essential. The ability to work independently and manage time efficiently is crucial. Candidates should be comfortable with data analysis and have a basic understanding of project management principles. Flexibility and adaptability in a dynamic work environment will be highly valued. A proactive attitude combined with a willingness to embrace challenges is important for this role.

Job Title: Telecaller - Job Description:We are hiring Telecallers for our BPO Collections process associated . The role involves contacting customers to follow up on outstanding payments, providing payment-related information, and ensuring timely resolution while maintaining a professional and customer-centric approach.Key Responsibilities:Make outbound calls to customers regarding loan repayments and overdue accountsFollow up on pending payments and negotiate repayment timelines as per company guidelinesUpdate customer records accurately in the systemMaintain a professional and courteous tone during all customer interactionsAchieve daily and monthly collection targetsWorking Hours:9:30 AM to 6:30 PMSalary Details:Freshers 10k to 15k depends on InterviewExperienced depends on last Salary Eligibility Criteria:Only experienced candidates can applyGood communication skillsknowledge of loans or collections is an added advantage

We are seeking a skilled Telecaller to join our team in Ahmedabad. This role requires a proactive individual who can effectively communicate with clients and contribute to our sales efforts. The position is full-time and requires working from the office.**Key Responsibilities:**- **Make Outbound Calls:** Reach out to potential customers and existing clients to promote our products/services, ensuring clear communication of key features and benefits.- **Manage Inbound Calls:** Answer incoming calls from clients, address their queries, and provide information about our offerings to enhance customer satisfaction.- **Maintain Records:** Update and maintain call logs and customer information in the database, ensuring accurate tracking of communication and follow-up actions.- **Follow Up:** Conduct timely follow-up calls to nurture leads and ensure that no opportunities are missed, maintaining strong relationships with prospects.- **Achieve Targets:** Work towards achieving individual and team sales targets, contributing to the overall success of the sales team.**Required Skills and Expectations:**- Candidates should have at least 1-3 years of experience in telecalling or a related field, demonstrating ability and expertise.- Strong verbal communication skills are essential, along with a friendly and persuasive tone to engage customers effectively.- Should possess basic computer skills to manage databases and use communication tools efficiently.- The ideal candidate must be a high school graduate, preferably female, with a confident personality and a positive attitude towards learning and development.- Ability to work in a team environment, adapt to changing situations, and stay organized amidst various tasks is crucial for success in this role.

The Selected Candidates Will Be Expected to Actively Sale Insurance Policy, Loans, Credit Cards, Mutual Funds and other Financial Products to Interested Customers. this is a Part Time Job and Can Be Done At Any Time and Earn Extra Income Based On the Performance. Smartphone is Mandatory

We are looking for people who want to work as Health Insurance Agents with Care Health Insurance.Work can be full-time or part-time.Your role will be to:Find customersExplain health insurance plansHelp them buy policiesCompany provides:TrainingSupportHigh commission structure Income:Commission-based(No fixed salary. Income depends on sales.)Agents can earn:10,00050,000/month (based on effort) Who can apply?StudentsHousewivesWorking professionalsBusiness ownersRetired peopleAnyone who wants extra income Work Mode:Online / OfflineWork from home possible Contact / WhatsApp:9997311793

- Manage day-to-day operations: The operation executive is responsible for overseeing and coordinating various operational tasks to ensure smooth functioning of the business.- Handle insurance sales: The candidate should be proficient in selling insurance products, particularly motor insurance, and have a track record of meeting or exceeding sales targets.- Utilize convincing power: It is essential for the operation executive to have strong convincing skills to persuade clients to purchase insurance policies and other services.- Maintain effective communication system: The candidate must possess excellent communication skills to interact with clients, colleagues, and stakeholders effectively.- Proficiency in Microsoft Word: The operation executive should have a good understanding of Microsoft Word to create documents, reports, and presentations as required.- Required skills and expectations:1. 1-3 years of relevant experience in operations or insurance sales.2. Minimum education qualification of 12th pass, with preference for candidates holding a Bachelor's or Master's degree in relevant fields.3. Ability to work independently and as part of a team.4. Strong analytical and problem-solving skills.5. Attention to detail and organizational skills.6. Ability to multitask and prioritize tasks effectively.

We are seeking a proactive professional to join our Insurance Operations team. The ideal candidate will be responsible for managing day-to-day operational tasks related to insurance Renewals, claims processing and customer servicing to ensure efficient and accurate execution of insurance processes.Key Responsibilities:Process and manage renewals Provide operational support to claims ProcessCoordinate with internal teams (sales) Ensure timely and accurate data entry into CRM Assist in claims document collection, Renewal Cheque collection and coordination with the RMs Quotation Generation & preparation (Excel) Monthly & Daily Report

Key Responsibilities:1. Operating computer systems: The computer operator will be responsible for operating and maintaining computer systems to ensure smooth functioning of daily operations.2. Printing and designing: Handling printing and designing tasks using computer software and equipment to create documents, graphics, and other materials as required.3. Online data entry: Entering data accurately and efficiently into online databases and systems to keep records up to date.4. Customer service: Providing assistance to customers at the Grahak Seva Kendra and ensuring their queries are resolved in a timely and professional manner.5. Flex printing and designing: Creating and printing flexible materials like banners, posters, and signs for various purposes using computer software and equipment.Required Skills and Expectations:1. Strong computer skills: Proficiency in using computers and related software for various tasks like data entry, printing, designing, and online work.2. Attention to detail: Being meticulous and accurate while entering data and performing tasks to avoid errors and ensure quality work.3. Communication skills: Ability to communicate effectively with customers and team members to provide assistance and collaborate on tasks.4. Problem-solving abilities: Capable of identifying and resolving issues related to computer operations and customer service in a timely manner.5. Willingness to learn: Openness to learning new skills and technologies to adapt to the evolving needs of the role and enhance performance.

Senior Manager-Insurance (Commercial Line)Job description:About Insure InsightInsure Insight is a growing insurance consulting and solutions provider, specializing in simplifying commercial insurance processes for businesses. We focus on delivering customized risk management and insurance solutions across commercial and general insurance lines, ensuring transparency, efficiency, and client trust.Role OverviewThe Senior Manager Insurance (Commercial Lines) will lead backend operations for commercial line insurance products, ensuring seamless coordination between insurance companies, clients, and internal teams. This role requires thorough knowledge of general insurance processes, underwriting, strong operational management, and the ability to build trusted relationships with stakeholders.Key Responsibilities1. Commercial Line Operations: Manage end-to-end backend processes for commercial insurance policies including Fire, Marine, Liability, Engineering, Cyber and other corporate covers. Handle RFQ, policy issuance, endorsements, renewals with accuracy and timeliness. Ensure compliance with regulatory guidelines (IRDAI) and internal SOPs. Prepare and maintain MIS reports, dashboards, and trackers for commercial insurance portfolios.2. Coordination & Stakeholder Management: Act as a key liaison between Insure Insight, insurance companies and clients. Coordinate with insurers for policy negotiations, clarifications, claim intimation, and resolution. Support client servicing teams in addressing policy-related queries and ensuring smooth communication.3. General Insurance Operations: Oversee backend operations across motor, health, personal accident, and travel insurance lines. Monitor issuance of retail policies, endorsements, and renewals in line with client requirements. Ensure high standards of customer experience by minimizing delays and errors in policy servicing.4. Process Excellence & Compliance: Implement and refine operational workflows to improve efficiency and reduce turnaround time. Maintain updated knowledge of insurance products, underwriting practices, and regulatory changes. Drive adherence to compliance requirements, data accuracy, and audit readiness.5. Team Leadership & Development: Lead and mentor the backend operations team to achieve business objectives. Provide training on new products, processes, and regulatory updates. Foster a culture of accountability, quality, and client-first approach within the team.6. Strategic Contributions: Support business development and client acquisition by providing operational insights and feasibility checks. Contribute to the development of digital/automation tools to streamline insurance operations. Assist management in risk assessment, portfolio analysis, and strategic planning.Key Skills & Competencies Strong knowledge of commercial and general insurance lines, products, and processes. Excellent communication, coordination, and negotiation skills. Ability to manage multiple stakeholders and deliver under strict timelines. Analytical mindset with experience in data reporting and portfolio analysis. Team leadership, mentoring, and conflict resolution skills. High attention to detail with problem-solving ability.Qualifications & Experience Graduate/Postgraduate in Business/Finance/Insurance. Minimum 35 years of experience in general insurance operations, preferably in commercial lines. Exposure to working with insurers, and corporate clients. Certification (Licentiate/Associate from III) will be an added advantage.

We are seeking Front Office Assistant to join our team. You will be responsible for handling the front desk and also assisting with some insurance-related tasks. The ideal candidate should possess a good command of English, be organized, and have the ability to multitask effectively in a fast-paced environment. Responsibilites:Greet and welcome visitors in a friendly and professional manner.Answer, screen, and forward incoming phone calls, ensuring proper call management.Assist with basic insurance-related tasks, such as documenting and tracking insurance policies and liaising with clients and insurance companies.Handle day-to-day administrative tasks like scheduling appointments, maintaining files, and managing correspondence.Ensure the reception area is clean, organized, and welcoming at all times.Provide information to clients and visitors about the companys services, including insurance-related queries.Coordinate and assist with insurance document preparation, follow-up on pending tasks, and ensure timely processing.Support other administrative functions as required by the team.RequirementsExcellent communication skills, both written and verbal, with a strong command of English.Basic knowledge of insurance processes (preferred but not mandatory).Freshers or graduates are welcome to apply.Ability to work efficiently and manage time effectively.Proficient in MS Office (Word, Excel, Outlook).Pleasant personality with a strong sense of professionalism and customer service.Ability to multitask and handle different responsibilities simultaneously.Must be proactive and show initiative in completing assigned tasks.Preferred Skills:Prior experience in a receptionist or customer service role is a plus.Basic understanding of insurance terminology and policies (desirable).

*Analysing sales trends across the industry to develop effective strategies and optimise the current ones.*Implementing the companys sales policies at the field level and enforcing disciplinary actions.*Hiring and training sales teams in different regions to keep up with sales goals.*Collaborating with other teams, such as marketing, to collect and nurture leads.

Looking of General Manager Operations Must be good in handling the team span of 250+Work experience. Minimum 8 to 12 years.Only BPO background sales or insurance process

Key Responsibilities:* Sales Strategy & Planning:* Develop and implement strategic sales plans to achieve company sales goals and objectives.* Analyze market trends, competitor activities, and customer needs to identify new sales opportunities.* Forecast annual, quarterly, and monthly sales revenue and prepare accurate sales reports.* Team Leadership & Development:* Recruit, train, mentor, and motivate a high-performing sales team.* Set individual and team sales targets and monitor performance against these goals.* Manage the entire sales cycle from lead generation to closing deals.* Monitor sales metrics and KPIs, identifying areas for improvement and implementing corrective actions.* Strategic thinking and strong analytical abilities.* Ability to work independently and as part of a team in a fast-paced environment.* Results-oriented with a strong customer focus.What We Offer:* Competitive salary and performance-based incentives.* Opportunities for professional growth and career advancement.* A dynamic and supportive work environment.

Roles and Responsibilities:1. Handle client documentation, including account openings on NSE and KYC verification for both individuals and businesses. 2. Maintain transaction records while managing the onboarding process, including document review and transaction processing. 3. Accurately and promptly process all types of mutual fund transactions, including purchases, redemptions, transfers, and both online and physical form submissions. 4. Demonstrate strong communication skills to collaborate effectively with internal teams, external vendors, and stakeholders. 5. Maintain and update renewals for health and life insurance. 6. Track transactions, follow up on approvals or discrepancies, and coordinate with internal teams, financial institutions, and regulatory bodies. 7. Maintain accurate records, documentation, and audit trails related to client onboarding and financial transactions

Operations staff required for providing quotes to customer and maintain mis.

Job Title: Sales Telecaller (Health Insurance)Company Name: WatchyourhealthLocation: HDFC Life Insurance Company Limited, Lodha Excelus, 1st Floor, Apollo Mills Compound, N.M. Joshi Marg, Mahalaxmi, Mumbai 400 011Job Description:Watchyourhealth is seeking a highly motivated and experienced Sales Telecaller to join our team. The ideal candidate will have experience in the health insurance industry and a passion for helping customers find the right health coverage.Key Responsibilities:Make outbound calls to potential clients to promote and sell health insurance products.Provide information to prospective clients regarding available health insurance plans and their benefits.Respond to customer inquiries, address concerns, and follow up on leads.Maintain accurate records of calls and customer interactions in the CRM system.Achieve individual and team sales targets.Collaborate with other team members to enhance sales strategies and customer satisfaction.Requirements:Proven experience as a Telecaller or in a sales role, preferably in health insurance.Strong communication and negotiation skills.Ability to work in a fast-paced environment and handle rejection positively.Basic knowledge of health insurance products and regulations is preferred.Positive attitude and strong work ethic.Job Details:Salary: 18,000 to 22,000 per month (based on experience)Work Timings: 9:00 AM to 8:00 PMOff: 2 days off per weekLocation: HDFC Life Insurance Company Limited, Lodha Excelus, 1st Floor, Apollo Mills Compound, N.M. Joshi Marg, Mahalaxmi, Mumbai 400 011How to Apply:Interested candidates can share their CVs at: Email: ranjana.khutale@watchyourhealth.com Contact: 9324081738