Operations Executive

About the role

We're seeking a detail-oriented Operations Executive to drive end-to-end policy issuance and client servicing for our corporate insurance clients. You'll be the critical link between insurers, TPAs, and our clients, ensuring smooth policy onboarding, accurate data management, and exceptional client experience.

What you'll do

• Manage day-one policy issuance follow-ups with insurers and ensure timely delivery against approved quote slips
• Validate policies, create client profiles, and configure access on insurer and TPA portals
• Launch employee portals and conduct orientation sessions to guide clients through policy benefits and platform usage
• Perform data validation and reconciliation of member details to maintain accuracy across systems
• Coordinate with insurers and TPAs on endorsements, policy queries, and issuance timelines
• Build and maintain MIS reports and dashboards in Excel (VLOOKUP, Pivot Tables, data validation) for stakeholder visibility
• Resolve operational queries and escalations promptly to ensure client satisfaction

What we're looking for

-Freshers or 1-2+ years** of experience in insurance operations, policy administration, or corporate client servicing

• Strong proficiency in MS Excel including advanced functions (VLOOKUP/XLOOKUP, Pivot Tables, data validation, conditional formatting)
• Excellent communication and stakeholder coordination skills with ability to manage multiple insurers and TPAs simultaneously
• Meticulous attention to detail and ability to work with accuracy in a fast-paced environment
• Ability to manage timelines and prioritize multiple concurrent policy issuances

Nice to have

• Familiarity with insurance broking processes or corporate insurance products
• Experience with insurer or TPA portal platforms
• Knowledge of employee benefits or group insurance schemes