Senior Associate - Branch Operations

HDFC Life; Pudukkottai; On-site; INR 250,000 - 450,000; Full time

Job summary

HDFC Life in Pudukkottai, Tamil Nadu, is seeking a diligent Operations Executive to support customer service, NB processing, policy servicing, claims and documentation. The role focuses on enhancing persistency and revival initiatives while managing back-end operations across NB, PS, and related processes.

The ideal candidate has 1+ year experience in operations or customer service within insurance or banking, with strong communication, sales calling skills and proficiency in MS Office to

Qualifications

• 1+ years of experience in operations, customer service, Sales calling & 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

Good communication skills

MS Office

Education

Graduate/Post Graduate

Tools

MS Office

Job description

Role & responsibilities

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