SUMMARY
We are seeking a proactive, result-oriented, and customer-focused Senior Operations Executive / Team Leader to oversee day-to-day insurance operations while driving sales performance and ensuring exceptional service delivery. The ideal candidate will play a pivotal role in coordinating with clients, business owners, insurance partners, and internal teams to achieve operational excellence and business growth. The candidate should possess strong leadership abilities, excellent communication and stakeholder management skills, and a passion for delivering outstanding customer experiences while meeting business targets.
TECHNICAL SKILLS
Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, formulas, charts, filters, MIS reporting) Microsoft Word
PowerPoint
CRM systems or insurance policy management software Strong leadership and team management skills Excellent verbal and written communication skills
Persuasive personality with strong influencing and negotiation abilities Customer-centric approach with exceptional relationship management skills Strong analytical and problem-solving capabilities
Ability to manage multiple priorities in a fast-paced environment High attention to detail and commitment to accuracy
Strong ownership, accountability, and execution focus
Ability to collaborate effectively with cross-functional teams and external partners
KEY RESPONSIBILITIES
Operations Management: Manage daily insurance operations, ensuring timely processing of leads, proposals, policy issuance, renewals, endorsements, and customer servicing. Monitor operational workflows to ensure compliance with company and insurer guidelines. Ensure adherence to quality standards, turnaround time (TAT), and service level agreements (SLAs). Identify process improvement opportunities to enhance productivity and customer satisfaction.
Sales & Business Performance: Support and drive sales activities to achieve individual and team business targets. Monitor sales performance and motivate team members to maximize productivity. Coordinate with advisors, tele-calling teams, and sales executives to improve lead conversion and policy issuance. Track sales pipelines and implement strategies to improve business performance.
Client & Relationship Management: Build and maintain strong relationships with customers, corporate clients, channel partners, and insurance companies. Address client queries, escalations, and service requests in a timely and professional manner. Ensure high levels of customer satisfaction through proactive communication and problem resolution. Conduct regular follow-ups with clients to improve retention and renewal business.
Stakeholder Management: Coordinate effectively with insurance companies, business owners, vendors, and internal departments. Collaborate with Sales, Operations, Finance, HR, Compliance, and Quality teams to ensure seamless execution. Maintain positive working relationships with all internal and external stakeholders. Act as the primary point of contact for operational coordination and issue resolution.
Team Leadership: Lead, mentor, and motivate a team of executives to achieve operational and sales objectives. Monitor attendance, productivity, quality, and performance metrics. Conduct regular coaching sessions and provide
constructive feedback to improve team performance. Foster a collaborative, accountable, and performance-driven work culture.
Reporting & MIS: Prepare daily, weekly, and monthly MIS reports related to sales, operations, productivity, renewals, and revenue. Maintain accurate operational records and dashboards using Microsoft Excel. Analyze business performance data and provide actionable insights to management. Ensure timely submission of reports with high levels of accuracy.
DESIRED CANDIDATE PROFILE
Experience: 3–6 years of experience in Insurance Operations, Insurance Sales, Agency Operations, or Customer Service. Prior experience in leading a team is preferred.
Educational Qualification: Graduate in any discipline. MBA or equivalent qualification is an added advantage.
Technical Skills: Strong proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, formulas, charts, filters, and MIS reporting. Good knowledge of Microsoft Word and PowerPoint. Experience using CRM systems or insurance policy management software is preferred.
Core Competencies: Strong leadership and team management skills. Excellent verbal and written communication skills. Persuasive personality with strong influencing and negotiation abilities. Customer-centric approach with exceptional relationship management skills. Strong analytical and problem-solving capabilities. Ability to manage multiple priorities in a fast-paced environment. High attention to detail and commitment to accuracy. Strong ownership, accountability, and execution focus. Ability to collaborate effectively with cross-functional teams and external partners.
KEY PERFORMANCE INDICATORS (KPIS)
Achievement of sales and revenue targets. Operational productivity and efficiency. Policy issuance and processing turnaround time (TAT). Customer satisfaction and retention. Team productivity and performance. Accuracy and timeliness of MIS reporting. Quality and compliance adherence. Stakeholder satisfaction and issue resolution.
WHAT WE'RE LOOKING FOR
The ideal candidate is a self-driven professional who thrives in a target-oriented environment and enjoys balancing operational excellence with business growth. You should be a natural leader with strong interpersonal skills, capable of inspiring your team, building lasting client relationships, and collaborating effectively with stakeholders across the organization.
If you are passionate about delivering exceptional customer service, driving operational efficiency, and contributing to business success in the insurance industry, we encourage you to apply.
Pay: ₹35,000.00 - ₹45,000.00 per month
Benefits:
- Commuter assistance
- Paid sick time
- Paid time off
- Provident Fund
Work Location: In person
