Team Leader - Operations

Overview

We are seeking a proactive and well-organized Team Leader to enhance our insurance operations team’s performance and ensure smooth business processes. This role is fundamental in maintaining proper coordination among various teams, ensuring accurate documentation, regulatory adherence, and facilitating effective communication between clients and internal groups.

Core Responsibilities

• Oversee daily operations involving insurance agents and internal teams including scheduling, attendance tracking, and productivity management.
• Organize and facilitate team meetings, training sessions, and performance assessments to foster team development.
• Prepare and deliver management information system (MIS) reports, presentations, and visual dashboards for operational insights.
• Manage the complete lifecycle of policy documentation such as proposals, renewals, endorsements, and cancellations while ensuring accuracy and timeliness.
• Liaise with underwriting departments for policy issuance and necessary approvals.
• Monitor sales performance metrics including target attainment and commission calculations.
• Assist sales agents by providing lead management, follow-up support, quotation generation, and product demonstrations.
• Support initiatives for pipeline and business growth.
• Serve as a communication conduit among clients, agents, and internal teams to respond to policy-related queries and resolve issues.
• Collaborate with claims departments to coordinate updates and handle claim related concerns.
• Ensure compliance with regulatory standards and company policies; facilitate internal audits and maintain confidentiality of sensitive information.

Required Qualifications

• Bachelor’s degree in Business Administration, Finance, Insurance, or related disciplines.
• Additional certifications in insurance are advantageous.
• Demonstrated experience of 1 to 4 years in insurance operations, coordination, or sales support preferably interacting with insurance agents.

Key Competencies & Skills

• Strong organizational skills with the ability to manage multiple tasks effectively.
• Familiarity with insurance products, processes, and regulatory requirements.
• Proficiency in Microsoft Office suite (Excel, Word, PowerPoint) and customer relationship management (CRM) software.
• Excellent communication, interpersonal abilities, and problem-solving aptitude.
• Attention to detail coupled with a solution-oriented mindset.

Performance Indicators

• Accuracy and timeliness of policy and documentation processing.
• Effectiveness in team coordination and operational efficiency.
• Adherence to compliance and audit standards.
• Customer satisfaction and query resolution rates.

Work Environment

The role operates in an office-based or hybrid setting within a dynamic and fast-paced insurance business culture focused on growth and operational excellence.

Compensation

The remuneration ranges between 18500 to 65500 INR per month.