Senior Executive - Website Operations
- Bandhan Life
- 1 - 5 years
- Mumbai
- 3 months ago
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Job Description
Role Summary Operations & Customer Support Executive (Web Sales):
As an Operations & Customer Support Executive in our Web Sales vertical, you will be the Single Point of Contact (SPOC) for endtoend policy processing and digital issuance journeys.
You will ensure every step - from application to policy servicing - is executed with operational excellence.
In this role, you will actively collaborate with internal teams, resolve customer queries with empathy and speed, and uphold our promise of delivering a seamless, superior experience to every customer.
Key Responsibilities (Operations):
- Connect with customers on regular basis to give them timely updates on policies.
- Coordinate with customers on collection and submission of Additional requirements.
- Work with internal teams to make sure policies are issued quickly and accurately.
- Liaise with Operations and Medical team to schedule medicals for customers
- Keep track of application status, cancellations, and maintain reports.
- Perform retention attempts on every case before processing cancellation
- Share ideas with the Websales teams to improve the online policy journey.
Key Responsibilities (Customer Service):
- Help with post-login queries like document requests, claim assistance and service related queries.
- Remind customers about renewals and help prevent policy lapses.
Qualifications & Experience:
- Graduate in any discipline.
- Minimum 2 years of experience in operations and/or customer service; prior experience in the life insurance sector is preferred.
- Fluency in English and Hindi; proficiency in regional languages is a plus.
- Prior experience in backend operations and policy issuance workflows.
- Understanding of IRDAI regulations and insurance compliance standards.
Skills & Competencies:
- Strong process orientation with keen attention to detail.
- Excellent coordination, multitasking, and follow-up skills.
- Proficient in MS Office (Excel, Word, PowerPoint); experience with CRM tools is desirable.
- In-depth understanding of life insurance products and customer servicing workflows.
- Strong verbal and written communication skills.
- Customer-first mindset with the ability to deliver empathetic and solution-focused support.
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Insurance Operations ExecutiveEmployement Type: Full timeContact Details:
Company: Bandhan LifeLocation(s): Mumbai
Keyskills: Policy processing Retention Management Insurance Operations Backend Operations Policy Issuance Customer Service Website operations Persistency Customer Service Operations
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Bandhan Life
Bandhan Life is your trusted partner in financial security, making every Indian household financially secure. As a part of the renowned Bandhan Group, we are bolstering our collaborative strengths of digital innovation and robust distribution to enhance the value for all our stakeholders. Welcome ...
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