Senior Associate-Branch Operation

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

Job summary

HDFC Life in India is seeking a Senior Associate in Branch Operations to support backend operations including new business processing, policy servicing, claims and documentation, while enhancing persistency and revival metrics.

The role emphasizes customer relationship and service, sales calling, and efficient use of MS Office tools. Candidates with 1-2 years in insurance or banking operations and strong communication are preferred.

Qualifications

• 1-2 years of experience in operations, customer service, sales calling and 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

Communication Skills

MS Office

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.)