Kotak Life -Branch Operations

Kotak Life Insurance; Chennai, Vellore; On-site; INR 350,000 - 550,000; Full time

Job summary

Kotak Mahindra Life Insurance Company Limited in Chennai invites applications for a Branch Operations Executive to manage day-to-day branch operations, handle documentation, and support sales and admin activities.

The role requires good communication, MS Office proficiency, strong organizational skills, and attention to detail. Freshers with suitability may be considered; prior experience in branch operations or insurance is a plus.

Qualifications

• Graduate in any discipline.
• Experience in branch operations, administration, customer service, or insurance operations preferred.
• Freshers with good communication and administrative skills may also be considered.

Responsibilities

• Handle day-to-day branch operational activities.
• Verify and process insurance proposal forms and customer documents.
• Support customers by resolving queries related to policies and services.
• Ensure compliance with IRDAI regulations and company guidelines.
• Manage branch cash, receipts, and other operational records as per company policies.
• Coordinate with internal stakeholders to ensure seamless branch functioning.
• Maintain accurate operational records and documentation.

Skills

Communication

MS Office

Organization

Problem solving

Documentation

Education

Any degree

Job description

Company: Kotak Mahindra Life Insurance Company Limited

Location: Chennai & Vellore

Job Title: Branch Operations Executive

Job Summary: The Branch Operations Executive is responsible for managing day-to-day branch operations, ensuring smooth business processes, maintaining customer service standards, and supporting sales and administrative activities. The role involves coordinating with internal teams, handling documentation, and ensuring compliance with company policies.

Key Responsibilities

• Handle day-to-day branch operational activities.
• Verify and process insurance proposal forms and customer documents.
• Support customers by resolving queries related to policies and services.
• Ensure compliance with IRDAI regulations and company guidelines.
• Manage branch cash, receipts, and other operational records as per company policies.
• Coordinate with internal stakeholders to ensure seamless branch functioning.
• Maintain accurate operational records and documentation.

Required Skills

• Good communication and interpersonal skills.
• Basic knowledge of MS Office (Excel, Word, Outlook).
• Strong organizational and time-management skills.
• Problem-solving and customer service orientation.
• Attention to detail and ability to maintain accuracy in documentation.

Eligibility Criteria

• Graduate in any discipline.
• Experience in branch operations, administration, customer service, or insurance operations preferred.
• Freshers with good communication and administrative skills may also be considered.

Location

Kotak Life insurance,

Contact person : Lavankumar

Email - [e-mail]