Senior Associate-Branch Operation

HDFC Life; Bareilly; On-site; INR 300,000 - 500,000; Full time

Job summary

HDFC Life is seeking a Senior Associate for Branch Operations in Bareilly, India. The role emphasizes customer service and backend operations, including new business processing and policy servicing.

The ideal candidate will have a graduate degree and 1-2 years of relevant experience in operations or customer service. Strong communication skills and familiarity with MS Office are essential. Join us in delivering excellent service while contributing to business retention and lead generation efforts.

Qualifications

• 1-2 years of experience in operations, customer service, sales calling & operations, preferably from insurance or banking sector.

Responsibilities

• Ensure customer service and support all backend operations.
• Process new business and policy servicing.
• Handle claims and documentation.
• Focus on business retention persistency/revival and lead generation.

Skills

Customer Service

Sales & Calling

Good communication skills

MS Office (Excel, PowerPoint, etc.)

Education

Graduate/Post Graduate

Job description

Job Description Branch Operations – Senior Associate

About HDFC Life:

HDFC Life, one of India’s leading private life insurance companies, offers a range of individual and group insurance solutions. HDFC Life continues to have one of the widest reaches among new insurance companies with about 420+ branches in India touching customers in over 980+ cities and towns. Our long-stated strategy of balanced product mix, diversified distribution, continuous product innovation and re‑imagining insurance through effective use of technology has enabled us to continue our journey despite the ever-changing external environment.

Purpose of the Job:

To ensure customer service and support all backend operation like NB, PS, Accounts Revival, and Lead Generation and to track & increase Persistency and Revival UW.

Duties & Responsibilities:

• Customer Relationship and Services
• New Business Processing
• Policy Servicing
• Claims
• Documentation
• Business Retention Persistency/Revival
• Lead Generations

Academic Qualification:

• Graduate/Post Graduate

Knowledge, Skills & Abilities:

• 1-2 years of experience in operations, customer service, Sales calling & operations. Preferably from Insurance or Banking sector.

Required Skill:

• Customer Service
• Sales & Calling
• Good communication skills
• MS Office (Excel, PowerPoint and etc.)