Insurance Operations & Sales Support Executive

Experience

1-3 Years

Industry

Wealth Management / Insurance Distribution

Reporting To

MD/CEO

About the Role

We are looking for an energetic, detail-oriented professional who is passionate about client service, insurance solutions, and business growth. This role combines insurance operations, client servicing, and sales support, offering an excellent opportunity to build a long-term career in the financial services and wealth management industry.

Key Responsibilities

Insurance Operations

Prepare quotations, product comparisons, KYC, documentation, and disclosures.

Coordinate policy issuance and maintain policy records.

Manage policy data entry, document storage, and renewal tracking.

Prepare operational MIS and reports.

Sales Support

Follow up on insurance leads and client requirements.

Prepare client proposals and feature comparisons.

Coordinate with insurers and clients until policy issuance.

Manage renewal reminders and follow-up activities.

Identify cross-selling and upselling opportunities.

Support the MD/CEO in business closure activities.

Client Service

Handle claims assistance, endorsements, reimbursements, and service requests.

Maintain strong relationships with clients and insurance partners.

Compliance & Knowledge

Conduct needs analysis and suitability documentation.

Ensure adherence to regulatory and compliance requirements.

Stay updated on insurance products, insurer portals, and industry developments.

Products Handled

Term Life Insurance

Health Insurance

Personal Accident Insurance

Critical Illness Insurance

Travel Insurance

Motor Insurance

Home Insurance

Endowment Plans

General Insurance Products

Desired Candidate Profile

1-3 years of experience in insurance operations, servicing, or sales support.

Good understanding of life and general insurance products.

Strong communication, coordination, and follow-up skills.

Proficiency in MS Office and digital applications.

High level of ownership, accuracy, and customer focus.

Eagerness to learn and grow in the wealth management industry.

Why Join Us?

Work directly with the MD/CEO.

Exposure to a wide range of insurance and wealth management solutions.

Opportunity to contribute to both operations and business growth.

Fast-learning environment with significant career growth potential.

If you are enthusiastic, ambitious, and committed to delivering exceptional client experiences, we'd love to hear from you.

Pay

₹15,000.00 - ₹35,000.00 per month

Work Location

In person