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Generic operations title, metro Bangalore location, mid-level experience and moderate brand drive high applicant competition.
Operations skills transferable but insurance knowledge and US customer experience increase domain specificity.
Explicit 3+ years, insurance/US-support preference, and Salesforce proficiency impose moderate shortlisting filters.
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Serve as primary point of contact for inbound customer support regarding life insurance policy servicing including coverage, billing, and administration.
Maintain accurate policy records in Salesforce, ensuring data integrity and regulatory compliance.
Collaborate with cross-functional teams to resolve complex cases, propose process improvements, and meet production and quality targets.
3+ years experience in operations, customer support, customer success, or related role.
Experience with life insurance, financial services, or similar industry preferred but not mandatory.
Proficiency with policy administration systems and Salesforce or CRM tools.
Strong verbal and written communication skills; Bachelor’s degree preferred.
Experience managing customer interactions in the U.S. market with understanding of life insurance products and processes.
Detail-oriented and highly organized with ability to handle high call volume and documentation efficiently.
Capable of working independently while coordinating with multiple departments to enhance customer satisfaction and operational efficiency.