Senior Associate-Branch Operation

HDFC Life; Shimla district; On-site; INR 240,000 - 420,000; Full time

Job summary

HDFC Life is seeking a Branch Operations Senior Associate in Shimla district to support backend operations including NB, PS, accounts revival, and lead generation while tracking persistency and revival UW.

The role requires 1–2 years in operations or customer service, preferably in insurance or banking, with strong communication and MS Office skills for daily activities.

Qualifications

• Graduate or postgraduate degree required.
• Experience in operations, customer service, sales calling and operations (1–2 years).
• Preferably from insurance or banking sector.

Responsibilities

• Handle customer relationships and services
• Process new business transactions accurately
• Provide policy servicing support and documentation
• Handle claims processing and follow-ups
• Maintain and organize required documentation
• Support business retention, persistency and revival efforts
• Generate leads and assist in lead generation activities

Skills

Customer Service

Sales & Calling

Good communication skills

Education

Graduate/Post Graduate

Tools

MS Office

Job description

Branch Operations Senior Associate

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.
• Age: 21-38 Years

Required Skill

• Customer Service
• Sales & Calling
• Good communication skills
• MS Office (Excel, PowerPoint and etc.)