Working Hours :- (12:30 PM - 9:30 PM IST) (10:00 AM - 6:00 PM UK )Timings
Job description
- Supporting the operations team in creating an amazing workplace
- Plan strategy and ensure goals on track
- Help Support & Train Sales team on Compliance & CRM
- Responsible for the operational lifecycle of client, including coordination of the onboarding/termination of current client with sales team
- Timely and accurate processing of
- Responsible for managing scheduled segregated tasks on a weekly, monthly, quarterly, and annually basis
- Work with the sales team in co-ordinating and facilitating the on-boarding process and their Query resolution
- Suitability Report writing
- CRM Updates & File Submission
- File check & Auditing of Sales
- Develop reports and reporting metrics that will assist Segment Leaders, Branch Managers and Managers with Broker Accountability Assessments.
- Investigate, advise, or resolve,
- underwriter technical / account queries.
- Internal technical / account queries.
- Liaise with placing brokers,
processing technicians and contracts team.
- Coordinate operations as directed by Directors
- Work with regional managers to increase performance
- Implement plans to open new offices in target market
Required Candidate profile
Education Qualification:- Post Graduate fresher Preferred with Relevant financial services Qualification
Experience in Financial services
Skills Required
- Excellent English speaking,
- Hands on experience on MS Excel
- Experience in Financial Services, Financial Planning, Insurance Broking
- Good knowledge of making Dashboard & MIS using MS Excel
RoleInsurance Operations Executive
Industry Type
Insurance
Functional Area
BFSI, Investments & Trading
Employment Type
Full Time, Permanent
Role Category
General Insurance
Education
PG :
MBA/PGDM in Any Specialization
Key Skills
Financial ServicesInsurance OperationsFinancial Planning And AnalysisEnglishFinancial Planni