Tele calling , Data Entry & Operations Executive

Horizon Instech Solutions; Navi Mumbai; On-site; INR 180,000 - 280,000; Full time

Job summary

Horizon Instech Solutions in Navi Mumbai is seeking a role focused on client communications and documentation for certification-related processes. You will make outbound calls, collect documents, perform data entry, and maintain records, supporting timely case closures.

The ideal candidate will have strong communication, basic MS Office skills, good typing, and a customer-friendly attitude, with a willingness to learn insurance products and operational procedures and to collaborate with the team.

Qualifications

• Strong verbal and written communication skills.
• Proficient in MS Excel, MS Word and email.
• Accurate data-entry with attention to detail.
• Ability to follow processes and maintain records.
• Willingness to learn insurance products and operations.

Responsibilities

• Make outbound calls to existing clients for certification-related communication and follow-ups.
• Follow up and collect required documentation from existing clients.
• Perform data entry, documentation, record maintenance and file management.
• Track pending cases and ensure timely follow-up and closure.
• Verify customer information and required documents for completeness and accuracy.
• Maintain daily calling, lead, transaction and operational reports.
• Support MIS preparation and routine operational activities.
• Support clients in training operations
• Ensure confidentiality and proper handling of customer information.

Skills

Communication (verbal & written)

Data entry

Attention to detail

Process compliance

Customer focus

Follow-up

Coordination

Willingness to learn insurance

Tools

MS Excel

MS Word

Email

Job description

Role & responsibilities

• Make outbound calls to existing clients for their certification related communication and follow-ups.
• Follow ups and collect the required documentation from existing clients.
• Perform data entry, documentation, record maintenance and file management.
• Track pending cases and ensure timely follow-up and closure.
• Verify customer information and required documents for completeness and accuracy.
• Maintain daily calling, lead, transaction and operational reports.
• Support MIS preparation and routine operational activities.
• Support clients in training operations
• Ensure confidentiality and proper handling of customer information.

Preferred candidate profile

• Good verbal and written communication.
• Basic knowledge of MS Excel, Word and email.
• Good typing and data-entry skills.
• Attention to detail and accuracy.
• Ability to follow processes and maintain records.
• Customer-friendly attitude.
• Good follow-up and coordination skills.
• Willingness to learn insurance products and operational processes.