Job Description
client of SolutionBox
Roles & Responsibilities – Insurance Relationship Manager
- Lead Coordination
Manage and organize company-provided leads in the system.
Coordinate with the sales team or clients regarding lead status.
2.
Client
Assistance
Explain basic insurance product details when required.
Assist clients with policy-related queries.
- Documentation & Policy Processing
Collect required documents from clients.
Coordinate with the internal team for policy issuance and processing.
- Renewal & Follow-up Support
Assist in renewal reminders and maintain client records.
Support cross-selling opportunities when required.
5.
Back Office
Operations
Maintain records of leads, policies, and client details.
Update basic data in Excel or internal CRM systems.
- Reporting
Maintain basic daily/weekly reports of leads, policy status, and documentation.
Note
The role is majorly coordination and back-office based.
Minimal calling may be required only for follow-ups or clarification with clients.
May be assigned Additional coordination, operational, or administrative tasks if required.
Job Types: Full time, Permanent
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
Roles & Responsibilities – Insurance Relationship Manager
- Lead Coordination
Manage and organize company-provided leads in the system.
Coordinate with the sales team or clients regarding lead status.
2.
Client
Assistance
Explain basic insurance product details when required.
Assist clients with policy-related queries.
- Documentation & Policy Processing
Collect required documents from clients.
Coordinate with the internal team for policy issuance and processing.
- Renewal & Follow-up Support
Assist in renewal reminders and maintain client records.
Support cross-selling opportunities when required.
5.
Back Office
Operations
Maintain records of leads, policies, and client details.
Update basic data in Excel or internal CRM systems.
- Reporting
Maintain basic daily/weekly reports of leads, policy status, and documentation.
Note
The role is majorly coordination and back-office based.
Minimal calling may be required only for follow-ups or clarification with clients.
May be assigned Additional coordination, operational, or administrative tasks if required.
Job Types: Full time, Permanent
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Operations Executive (Insurance) (Jaipur) position is now open for candidates interested in the Insurance sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
