Senior Associate-Branch Operation

HDFC Life; Haridwar; On-site; INR 300,000 - 420,000; Full time

Job summary

HDFC Life in India is seeking a Senior Associate for Branch Operations to support backend processes across NB, policy servicing, claims, and customer service. The role focuses on ensuring smooth operations and customer satisfaction at the branch level.

You will handle documentation, new business processing, and efforts to improve persistency and revival, while collaborating with sales and service teams. A 1–2 year background in operations or customer-facing roles, preferably from insurance or

Qualifications

• 1–2 years of experience in operations, customer service, or sales support.
• Experience preferred in Insurance or Banking sectors.
• Graduate or Postgraduate degree required.

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

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.)