Insurance Operations Executive

Company Overview

Bimawala Group, situated in Mumbai, offers personalized insurance and investment advisory services tailored to meet financial goals of individuals and businesses. The company focuses on comprehensive wealth management solutions of high quality.

Role Summary

The Insurance Operations Executive will support senior leadership by handling day-to-day operational activities related to insurance, administration, and coordination. This includes managing schedules, communications, maintaining documentation, and ensuring tasks are completed efficiently.

Key Responsibilities

• Manage calendars, meetings, appointments, and travel plans.
• Support daily administrative and operational duties.
• Handle email correspondence and ensure timely follow-up.
• Prepare, organize, and maintain various reports and business records.
• Process new policies, renewals, endorsements, and cancellations.
• Liaise with insurance companies for policy issuance and servicing.
• Maintain precise records of customers and policies.
• Ensure prompt submission and validation of documents.
• Coordinate with internal teams and external parties for timely task completion.
• Create and maintain spreadsheets and reports using Microsoft Excel.
• Draft professional emails, meeting summaries, and other communications.
• Conduct basic research and compile necessary information.
• Handle sensitive information with confidentiality and professionalism.

Job Details

• Location: Lower Parel/Currey Road, Mumbai
• Working Hours: 9:30 AM to 6:30 PM
• Working Days: Monday to Saturday

Requirements

• Minimum 1 year experience in the insurance industry.
• Proficiency in Microsoft Excel and Microsoft Office or Google Workspace.
• Excellent English communication skills, both written and verbal, capable of drafting professional correspondence.
• Strong organizational skills and ability to multitask.
• High attention to detail and problem-solving capability.
• Ability to work independently and prioritize multiple tasks.
• Preferred educational background: Bachelor's degree in Commerce, Engineering, Management, or related fields.
• Preference for candidates with prior experience in insurance operations or similar roles.