Senior Associate-Branch Operation

HDFC Life; Dehradun, Muzaffarnagar; On-site; INR 250,000 - 350,000; Full time

Job summary

HDFC Life is seeking a Senior Associate for Branch Operations in Dehradun. The role involves managing customer service, back-end operations such as NB, PS, Accounts Revival, and lead generation, while tracking and improving persistency and revival UW.

Graduate or Post Graduate candidates with 1-2 years in operations or customer service are encouraged. Strong communication and proficiency in MS Office are essential to support branch processes and service delivery.

Qualifications

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

Responsibilities

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

Skills

Customer Service

Sales & Calling

Good communication skills

MS Office

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.)