Team Leader - Operations

About the Role

We are seeking a proactive and well-organized Team Leader to drive operational effectiveness within our insurance division. This position plays a crucial role in coordinating daily activities, ensuring accuracy in documentation, maintaining compliance with regulatory standards, and fostering clear communication among internal teams and clients.

Primary Responsibilities

• Oversee daily operations and coordinate activities of insurance agents and internal teams.
• Manage attendance, schedule coordination, productivity tracking, and facilitate team meetings, training sessions, and performance assessments.
• Prepare detailed MIS reports, presentations, and dashboards to support business insight.
• Ensure timely handling of policy-related documentation including proposals, renewals, endorsements, and cancellations.
• Maintain comprehensive and accurate client and policy records.
• Collaborate with underwriting teams to process policy issuances and approvals efficiently.
• Monitor sales metrics such as targets, performance, and commissions, providing support with leads, follow-ups, quotations, and product presentations.
• Serve as liaison between clients, agents, and internal departments, addressing customer inquiries regarding policies and documentation.
• Coordinate with claims management for claims follow-ups and issue resolution.
• Ensure adherence to regulatory and internal company guidelines, support audits, and uphold confidentiality of sensitive information.

Required Qualifications and Skills

• Bachelor's degree in Business Administration, Finance, Insurance, or related discipline.
• Certifications in insurance domains considered advantageous.
• Strong organizational skills with capability to manage multiple tasks effectively.
• Sound understanding of insurance products, sales processes, and operational workflows.
• Proficiency in Microsoft Office suite and CRM software for reporting and communication.
• Excellent interpersonal and communication abilities.
• Detail-oriented mindset coupled with problem-solving skills.

Experience

Between 1 and 4 years of professional experience in insurance operations, coordination, or sales support is required. Previous exposure working alongside insurance agents or within team management is favorable.

Performance Indicators

• Accuracy and timeliness in processing documentation.
• Effective team coordination leading to operational efficiency.
• Compliance adherence and successful audit outcomes.
• High levels of customer satisfaction.

Work Environment and Other Information

This role offers a mix of office-based and hybrid work arrangements within a fast-moving, growth-oriented insurance culture.
Monthly salary range: INR 18,500 to 65,500.