INSURANCE EXECUTIVE

Job description:

Role Overview

We are hiring an Insurance Process Executive with 1–4 years of experience in insurance operations or back-office processing. The selected candidate will be responsible for managing end-to-end insurance processes including new business, renewals, endorsements, and claims support, while ensuring high accuracy and compliance with Australian insurance standards.

This role offers excellent exposure to international insurance processes and structured careergrowth opportunities.

Key Responsibilities

• New Business: Process new insurance policies, quotations, and compliance.
• Renewals: Handle renewal processing, prepare renewal schedules, and coordinate policy updates.
• Claims Support: Assist in claim lodgement, documentation collection, and follow-ups with relevant stakeholders.
• Endorsements: Manage policy modifications, updates, and mid-term changes.
• Compliance & Audit: Ensure accuracy of data entry and adherence to compliance and regulatory requirements as per Australian standards.
• Client Support: Respond to client queries, provide updates, and maintain professional communication with internal and external teams.
• Maintain proper records and documentation using internal systems and tools. Skills Required
• Strong communication skills (written and verbal).
• Good logical thinking and analytical ability.
• Strong attention to detail and accuracy in data handling.
• Proficiency in software tools such as Zoho CRM, MS Excel, Outlook, SharePoint, etc.
• Ability to work under deadlines and manage multiple tasks efficiently.
• Quick learner with adaptability to new processes and systems.

Eligibility Criteria

• 1–4 years of experience in insurance operations (with good knowledge of insurance class / transport insurance / Business Insurance), process executive roles, or back office support.
• Candidates with experience in the Australian insurance domain will be preferred.
• Commerce/Finance/Business background

Benefits:

• Commuter assistance
• Food provided
• Health insurance
• Internet reimbursement
• Leave encashment
• Paid sick time
• Paid time off
• Provident Fund

Work Location: In person

Job Title: Telecaller (1+ Years' Experience)

Job Summary: We are looking for a proactive and result-oriented Telecaller with at least 1 year of experience to handle outbound and inbound calls, generate leads, and maintain strong customer relationships.

Key Responsibilities:

• Make outbound calls to potential and existing customers to inform them about products/services.
• Handle inbound inquiries and provide accurate information.
• Generate and qualify leads and schedule follow-ups.
• Maintain a database of customer interactions and update CRM systems regularly.
• Achieve daily/weekly/monthly calling and conversion targets.
• Address customer queries and resolve concerns professionally.
• Coordinate with internal teams for smooth customer handling.

Requirements:

• Minimum 1+ years of experience as a Telecaller or in a similar role.
• Excellent communication in English.
• Ability to handle rejection and remain motivated.
• Basic knowledge of MS Excel/CRM tools.
• Strong convincing and negotiation skills.

Role Description:

The role is a full-time, on-site position based in our HSR Layout, Bengaluru office. The tele sales professional will conduct outbound and inbound calls to engage potential and existing clients, present Life Designer’s services, and convert leads into opportunities.

Day-to-day tasks include understanding client needs, explaining service offerings, updating CRM records, and following up on prospects to close sales. The role also involves coordinating with internal teams, providing clear communication to clients, and maintaining high standards of customer experience.

Qualifications:

• Strong Sales skills with the ability to generate leads, pitch services, and close deals over the phone.
• Excellent Communication abilities, including clear verbal communication, active listening, and professional phone etiquette.
• Customer Service and Customer Support skills to handle inquiries, resolve basic issues, and build long-term client relationships.
• Experience in Training or a willingness to learn sales scripts, product knowledge, and tele sales best practices.
• Proven experience in tele-sales, inside sales, or a similar client-facing role, preferably in tech, digital, or service industries.
• Comfort using CRM tools, call tracking systems, and basic productivity software.
• Ability to work in a fast-paced environment, meet targets, and manage multiple leads simultaneously.

Minimum educational qualification: A high school diploma; a bachelor’s degree in business, marketing, or related fields is an advantage.

Telecalling Job Description

Job Title: Telecaller / Telecalling Executive

Job Summary:

A Telecaller is responsible for handling outbound and inbound calls to customers. The role includes explaining products or services, generating leads, resolving customer queries, and maintaining positive relationships with clients.

🔑 Key Responsibilities

• Make outbound calls to potential or existing customers
• Handle inbound calls and respond to customer inquiries
• Explain products/services clearly and persuade customers
• Generate sales leads or close sales (depending on role)
• Maintain records of calls and customer details
• Follow up with customers for feedback or future sales
• Achieve daily/weekly/monthly targets
• Resolve customer complaints or escalate when necessary

🎯 Required Skills

• Good communication and interpersonal skills
• Fluent in required languages (e.g., English, Hindi, etc.)
• Persuasive and convincing ability
• Basic computer knowledge (CRM tools, MS Excel, etc.)
• Patience and active listening skills
• Ability to handle rejection and pressure

🎓 Qualifications

• Minimum: High school diploma or equivalent
• Preferred: Graduate in any field
• Prior experience in sales/customer service is an advantage

⏰ Working Conditions

• Office or call center environment
• May involve shift work (including night shifts for international processes)
• Performance-based targets and incentives

💼 Types of Telecalling Roles

• Sales Telecaller
• Customer Support Executive
• Lead Generation Executive
• Collection/Recovery Caller 

We are looking for a Telesales Executive to join our team at company. This role involves handling calls, providing exceptional customer support, and addressing queries and concerns related to Loan/ Credit Card. The role offers ₹19,000 - ₹30,000 and a dynamic environment with opportunities for growth.

Key Responsibilities:

• Handle customer calls in a professional and efficient manner
• Address customer queries, concerns, and complaints with a problem-solving approach
• Maintain accurate records of customer interactions and follow-ups
• Provide timely and relevant information to customers to resolve their issues
• Work collaboratively with other teams to escalate and resolve complex issues
• Meet performance targets, including call handling time, customer satisfaction, and issue resolution rates

Job Requirements:

The minimum qualification for this role is 12th Pass and 0 - 4 years of experience. You will be responsible for resolving customer complaints, offering relevant information, and escalating complex issues to the appropriate department when necessary. Candidates must be open to a 6 days working week during the Day shift.

Job description

We are looking for enthusiastic Telesales executives to join our team and drive sales through effective telephone-based outreach.

Key Responsibilities

Outbound Calls: Make outbound calls to prospective customers to promote and sell our products/services.

Sales Conversion: Effectively convert leads into sales by understanding customer requirements and offering tailored solutions.

Follow-Up: Conduct follow-up calls to nurture leads and close sales opportunities.

Record Keeping: Maintain accurate records of calls, sales, and customer interactions in the CRM system.

Target Achievement: Meet and exceed daily, weekly, and monthly sales targets and KPIs.

Team Collaboration: Work closely with other team members to share best practices and improve sales strategies. Strong communication and negotiation skills

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

Position: Corporate Sales (Direct B2B)

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while

expanding Mahindra Insurance Brokers' presence in the commercial insurance market. The role

is responsible for generating revenue, developing long-term client relationships, and delivering

risk management solutions across multiple insurance product lines.

Key Responsibilities

Business Development & Revenue Growth

 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue

and profitability targets.

 Identify new business opportunities, emerging market segments, and growth areas

within the commercial insurance space.

 Build a strong pipeline of prospects through networking, referrals, industry associations,

and direct business development initiatives.

 Drive client retention, cross-selling, and up-selling opportunities to maximize account

value.

Consultative Sales & Risk Advisory

 Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business

Owners to understand business risks and insurance requirements.

 Provide customized risk management and insurance solutions rather than competing

solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy

structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

 Property Insurance

 Marine Insurance

 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

 Liability Insurance (Directors & Officers Liability, Public Liability, Professional Indemnity,

Cyber Liability, Product Liability, etc.)

 Other Commercial & Specialty Insurance Solutions

Client Relationship Management

 Build and maintain strong relationships with key decision-makers across client

organizations.

 Act as a trusted advisor and primary point of contact for corporate clients.

 Ensure exceptional client servicing and timely resolution of customer requirements.

Business Operations & Stakeholder Management;

 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy

portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and

bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and

statutory requirements.

 Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators (KPIs)

 New Client Acquisition

 Revenue Generation (Top Line)

 Portfolio Profitability (Bottom Line)

 Client Retention Ratio

 Cross-Sell & Upsell Revenue

 Product Mix Penetration

 Collection Efficiency

 Customer Satisfaction & Service Excellence

Qualifications:

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience:

 Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk

Advisory.

 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry

preferred.

Required Skills &Competencies:

 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

 Business acumen with focus on revenue growth and profitability.

 Ability to work in a fast-paced, target-driven environment.

 Proficiency in CRM platforms, sales tools, and Microsoft Office applications.

Position: Corporate Sales (Direct B2B)

Location : Mumbai

Experience: 6 to 12 years

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while expanding Insurance Brokers & presence in the commercial insurance market. The role is responsible for generating revenue, developing long-term client relationships, and delivering

risk management solutions across multiple insurance product lines.

Key Responsibilities

Business Development & Revenue Growth

 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue and profitability targets.

 Identify new business opportunities, emerging market segments, and growth areas within the commercial insurance space.

 Build a strong pipeline of prospects through networking, referrals, industry associations, and direct business development initiatives.

 Drive client retention, cross-selling, and up-selling opportunities to maximize account value.

Consultative Sales & Risk Advisory

 Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business

Owners to understand business risks and insurance requirements.

 Provide customized risk management and insurance solutions rather than competing solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

 Property Insurance

 Marine Insurance

 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

 Liability Insurance (Directors & Officers Liability, Public Liability, Professional Indemnity,

Cyber Liability, Product Liability, etc.)

 Other Commercial & Specialty Insurance Solutions

Client Relationship Management

 Build and maintain strong relationships with key decision-makers across client

organizations.

 Act as a trusted advisor and primary point of contact for corporate clients.

 Ensure exceptional client servicing and timely resolution of customer requirements.

Business Operations & Stakeholder Management

 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and statutory requirements.

 Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators (KPIs)

 New Client Acquisition

 Revenue Generation (Top Line)

 Portfolio Profitability (Bottom Line)

 Client Retention Ratio

 Cross-Sell & Upsell Revenue

 Product Mix Penetration

 Collection Efficiency

 Customer Satisfaction & Service Excellence

Qualifications

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience

 Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk Advisory.

 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry preferred.

Required Skills & Competencies

 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

 Business acumen with focus on revenue growth and profitability.

 Ability to work in a fast-paced, target-driven environment.

 Proficiency in CRM platforms, sales tools, and Microsoft Office applications.

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation