Operation

Zoho; Gurugram District; On-site; INR 400,000 - 650,000; Full time

Benefits offered by this job

Competitive salary

Attractive incentives

Job summary

JRG Financial Services Pvt. Ltd. is seeking an experienced Insurance Operations Executive to handle end-to-end operational activities for insurance policies, including documentation, policy servicing, and coordination with insurers.

The role requires strong knowledge of insurance products and regulatory compliance. The candidate will manage application processing, data entry accuracy, and MIS reporting while supporting sales teams with quotes and service improvements.

Qualifications

• Graduate in Commerce, Business, Finance, or related field.
• 1–3 years of experience in insurance operations (life, health, or general insurance).
• Strong knowledge of insurance products, underwriting basics, and policy servicing processes.
• Good understanding of KYC and regulatory compliance requirements.

Responsibilities

• Manage day-to-day operations for insurance policies including application processing, policy issuance, renewals, endorsements, and cancellations.
• Verify proposal forms, KYC documents, premium details, and ensure accurate data entry in internal systems.
• Coordinate with insurance companies for policy issuance, corrections, and servicing queries.
• Assist customers with queries related to policy features, premium, coverage, exclusions, and claim processes.
• Support customers in claim initiation, documentation, tracking, and follow-up until closure.
• Maintain proper records of policies, payments, and documents.
• Prepare daily and monthly MIS reports and reconciliation statements.
• Ensure compliance with IRDAI guidelines and company SOPs.
• Support sales/relationship teams with product details, quotes, and operational requirements.
• Identify service gaps and suggest improvements in operational workflows.

Skills

Excellent communication

Attention to detail

Customer handling

Regulatory compliance awareness

Education

Graduation in Commerce/Business/Finance

Tools

MS Excel

Insurance CRM/portal systems

Job description

JRG Financial Services Pvt. Ltd. | Full time

We are seeking an experienced Insurance Operations Executive with strongknowledge of insurance products, processes, and customer servicing. The roleinvolves handling end-to-end operational activities including documentation,policy servicing, coordination with insurers, and ensuring smooth and accurateprocess execution.

Key Responsibilities

• Manage day-to-day operations for insurance policies includingapplication processing, policy issuance, renewals, endorsements, andcancellations.
• Verify proposal forms, KYC documents, premium details, and ensureaccurate data entry in internal systems.
• Coordinate with insurance companies for policy issuance,corrections, and servicing queries.
• Assist customers with queries related to policy features, premium,coverage, exclusions, and claim processes.
• Support customers in claim initiation, documentation, tracking, andfollow-up until closure.
• Maintain proper records of policies, payments, and documents.
• Prepare daily and monthly MIS reports and reconciliationstatements.
• Ensure compliance with IRDAI guidelines and company SOPs.
• Support sales/relationship teams with product details, quotes, andoperational requirements.
• Identify service gaps and suggest improvements in operationalworkflows.

Skills &Qualifications

• Graduate in Commerce, Business, Finance, or related field.
• 1–3 years of experience in insurance operations (life, health, orgeneral insurance).
• Strong knowledge of insurance products, underwriting basics, andpolicy servicing processes.
• Good understanding of KYC and regulatory compliance requirements.
• Proficiency in MS Excel and insurance CRM/portal systems.
• Excellent communication and customer-handling skills.
• Strong attention to detail and ability to work with accuracy.
• Competitive Salary + Attractive Incentives