Senior Associate-Branch Operation

HDFC Life; Chandigarh, Jind; On-site; INR 350,000 - 560,000; Full time

Job summary

HDFC Life in Chandigarh seeks a Senior Associate for Branch Operations to support customer service, back-end processes, policy servicing and claims. The role focuses on operations, lead generation and persistency improvement within a private life insurance environment.

Ideal candidates have 1–2 years in operations or customer service, with strong communication skills and proficiency in MS Office. Graduate or postgraduate degree is preferred.

Qualifications

• 1-2 years of experience in operations, customer service, sales calling & operations, preferably from insurance or banking sectors.
• Graduate/Post Graduate degree required or equivalent.

Responsibilities

• Customer Relationship and Services across branches.
• New Business Processing.
• Policy Servicing.
• Claims handling.
• Documentation.
• Business Retention, Persistency/Revival.
• Lead Generations.

Skills

Customer Service

Sales & Calling

Good communication skills

Education

Graduate/Post Graduate

Tools

MS Office

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.)