Senior Associate - Branch Operations

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

Job summary

HDFC Life in Bengaluru is seeking an enthusiastic operations professional with 1+ year of experience in customer service and sales calling to support back-end processes across NB, policy servicing, and claims.

You will handle customer relationships, processing of new business, documentation, and retention activities, with strong MS Office skills and clear communication expected daily.

Qualifications

• 1+ year of experience in operations and customer service.
• Sales calling and operations experience preferred (insurance/banking).
• Strong communication and MS Office skills.

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

Education

Graduate/Post Graduate

Tools

MS Office

Job description

Role & responsibilities

About HDFC Life:

HDFC Life, one of Indias 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+ 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,

Asvini J

HDFC Life-HR

[e-mail]

8660393690