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Senior Executive - Insurance Operations

💰 Salary: 4.5 - 7.0 LPA

Key Skills:
Insurance Operations Policy Fulfilment Document Verification MS Excel Client Relationship Management Insurance Domain

📍 Location: Bangalore

Industry: BFSI

Job Type: Full Time

Experience: from 2 years

🏠 Work From Home

PeakAlpha Investment Services is searching for an experienced Senior Executive for Insurance Operations in Bengaluru. The successful candidate will manage end-to-end insurance application fulfilment, client documentation follow-ups, and build seamless professional relationships with leading insurance providers.

Roles & Responsibilities:
  • Manage end-to-end insurance application fulfilment by logging in all policy requirements during the process.
  • Follow-up diligently with clients regarding policy approvals and related essential documentation.
  • Liaise directly with respective insurers to resolve operational bottlenecks and administrative challenges.
  • Ensure proactive follow-up and timely renewal of active insurance policies before the due date.
  • Handle client and insurer queries efficiently within the established turnaround time parameters.
  • Attend internal meetings with Seniors or Directors and submit regular performance progress reports.
  • Maintain and present daily, weekly, and fortnightly trackers alongside structured monthly task lists.
  • Manage corporate database architecture and maintain standard operational reports accurately.
Requirements:
  • Graduate degree in any educational discipline from a recognized institution.
  • Possess 2 to 4 years of professional experience specifically within the core insurance domain.
  • Good communication, interpersonal, presentation, and proactive listening skills.
  • Proficient operational knowledge of MS Excel for tracking and report management.
  • High attention to detail with a proven ability to manage multiple competing priorities simultaneously.
  • Deep sense of professional responsibility, ownership, and capability to operate independently.
  • Ability to communicate in regional vernacular languages like Kannada, Hindi, or Tamil is an advantage.
Perks & Benefits:
  • Excellent professional growth and continuous learning opportunities alongside industry subject matter experts.
  • A highly ethical, supportive, and people-focused corporate workspace culture.
  • Competitive remuneration package aligned with domain experience and industrial standards.

Company Name: PeakAlpha Investment Services Pvt. Ltd.

Website: peakalpha.com

📩 Email for Applications: [email protected]

PIN Code: 560001

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