
Operations Executive
10 hours ago
Key Responsibilities
- Prepare accurate and competitive medical insurance quotations based on client requirements.
- Coordinate with insurers to obtain, compare, and negotiate quotes.
- Manage the full policy placement process, including documentation, approvals, and issuance on insurer portals.
- Maintain close communication with clients, insurers, and internal teams to ensure smooth processing.
- Support the Sales Advisor by preparing proposals, tracking case progress, and managing follow-ups.
- Ensure all cases are handled within defined timelines and in compliance with company and regulatory standards.
- Maintain records and reports related to quotations, placements, and renewals.
- Provide high-quality administrative and customer service support to enhance client satisfaction.
Requirements
- Bachelors degree in Business, Insurance, or a related field.
- 2-4 years of experience in medical insurance operations, underwriting support, or similar roles (preferably in brokerage or insurance company setup).
- Strong knowledge of medical insurance products, market practices, and insurer portals.
- Excellent attention to detail, accuracy, and organizational skills.
- Ability to multitask and manage multiple inquiries simultaneously.
- Strong communication and coordination skills.
- Proficiency in MS Office and familiarity with insurance software/portals.
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