Job Description

Designation:

Operations Executive

Reporting To:

Head of Department

Qualifications:

Minimum Graduate / BBA / MBA

Experience:

Minimum 2-5 years of relevant experience

Overview:

Responsible for back-office operations including data management, MIS reporting, technical support to sales and marketing teams, client coordination, and sales business data analysis.

Main Responsibilities:

Update all data in

MIS

as per predefined formats. Assist and coordinate with

sales team

and

marketing team

for smooth operations. Support

administrative staff

in day-to-day tasks. Support

sales staff

in handling and documenting customer accounts. Process data and compile reports for management review. Enter data accurately into the system and maintain records. Coordinate with the team to ensure data posting in required formats/software for policy-related documents. Follow up on all pending policy renewals with clients. Interact with managers/employees from insurance companies to provide clients with the best available options based on market trends and latest product developments. Participate in activities assigned by management to enhance customer service.

Key Skills:

Excellent proficiency in MS Office

(Excel, Word, PowerPoint) Strong coordination and communication skills Attention to detail and accuracy
Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

Health insurance Life insurance
Education:

Bachelor's (Preferred)
Work Location: In person