Sales ops associate

Job Description

Job Title

Sales Ops Associate

Function

[Insert Function]

Department

Sales Operations

Grade Applicable

[Insert Grade]

Role Code

[Insert Role Code]

Reporting to

[Insert Reporting Manager]

Location

[Insert Location]

Position Description

As a Sales Ops Associate, you will play a critical role in supporting key accounts and relationship managers (RMs) through performance reporting, issue resolution, and coordination across internal teams. This role demands strong analytical, coordination, and service delivery skills to ensure smooth operations and high client satisfaction.

Key Responsibilities

MIS & Performance Reporting

Prepare multiple MIS and performance reports for key accounts and RMs.

Branch & Internal Coordination

Coordinate with branches for reconciliation and CD2-related issues.

Liaise with underwriting, claims, finance, and other internal teams to ensure timely and accurate service fulfillment.

Documentation & Compliance

Oversee documentation and compliance for policy issuance, cancellations, refunds, and endorsements.

Claims Monitoring

Monitor claim registrations, settlement status, and coordinate with claims teams for fast-track resolutions.

Client Servicing

Handle client queries, escalations, and grievances with a strong focus on resolution and turnaround times (TATs).

Job Snapshot

Updated Date

22-09-2026

Job ID

Job0924

Sub Department

Branch Sales Support

Location

Mumbai - Sion, Maharashtra, India ..+ 1

Experience

2 - 6 Years

Employee Type

Permanent