Operations Executive
Job Highlights
Job Description
πΉ Key Responsibilities:
Proposal form scrutiny & verification
KYC verification (PAN, Aadhaar, GST, etc.)
Premium calculation & quotation preparation
Policy issuance in insurer portal
Endorsement processing
Coordination with insurance companies
Maintaining MIS & records
Renewal tracking
Policy copy dispatch to client
πΉ Required Qualification:
Graduate (B.Com / BBA preferred)
Basic knowledge of General Insurance / Life Insurance
Good Excel & Email drafting skills
Knowledge of insurer portals (ICICI, HDFC Ergo, Tata AIG, etc.)
πΉ Experience:
Fresher (training required) OR
1β3 years in insurance operations
Skills Required
Policy Wordings understanding
Product knowledge (Motor, Health, Fire, Marine, Liability)
Good communication skills
Attention to detail
Follow-up capability
Job requirements
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