Senior Associate-Branch Operation

HDFC Life; Samastipur; On-site; INR 350,000 - 520,000; Full time

Job summary

HDFC Life is recruiting for a Branch Operations Senior Associate to support customer service, back-end operations like NB, PS, and policy servicing. The role emphasizes handling claims, documentation, and lead generation to improve persistency and revival rates.

The candidate should have 1–2 years of experience in operations or customer service within the insurance or banking space, with strong MS Office skills and good communication.

Qualifications

• Graduate or postgraduate education is required.
• 1–2 years of experience in operations, customer service, sales calling and related operations; preferably from insurance or banking sector.

Responsibilities

• Manage customer relationships and provide frontline customer service.
• Process New Business and handle policy servicing.
• Handle claims processing and related documentation.
• Support lead generation and drive persistency/ revival efforts.
• Maintain MS Office-based records and reporting.

Skills

Customer Service

Sales & Calling

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.)

Regards,

Sneha Banerjee

HDFC Life-HR

[e-mail]

9874153273