SimpliInsure is hiring for an Insurance Operations role in Bengaluru (Bangalore). You will run end-to-end insurance operations – policy processing, endorsements, renewals and claims – coordinate with insurers, TPAs, customers and the sales team, and keep CRM, MIS and management reports accurate.
Key Responsibilities
Handle end-to-end insurance operations, including policy processing, issuance, endorsements, renewals, cancellations, documentation and coordination with customers and insurers.
Manage claims operations, including claim intimation, document collection, coordination with insurers and TPAs, claim status tracking, query resolution and timely closure.
Coordinate with insurance companies, TPAs, customers, sales and internal teams to ensure smooth processing of policies, claims, endorsements and renewals.
Monitor policy and transaction accuracy by verifying customer details, coverage, premium, policy documents and endorsements before processing.
Maintain and prepare sales reports and MIS, including lead status, quotations, policies issued, premium, conversions, renewals, pending cases and sales performance.
Track renewals, pending cases and sales follow-ups, coordinate with the sales team for timely action and keep the CRM, MIS and operational records up to date.
Monitor operational performance and improve processes by tracking TAT, identifying errors and process gaps, and implementing SOPs.
Preferred Experience
4+ years of experience in insurance operations, insurance broking or general insurance.
Hands-on experience in policy processing, claims, endorsements, renewals and insurer/TPA coordination.
Experience in preparing sales reports, MIS, business reports and performance dashboards.
Good understanding of motor, health, life and general insurance.
Strong Excel, CRM and MIS skills and the ability to work with large volumes of data.
Strong coordination, documentation, analytical and problem-solving skills.
Ability to independently manage day-to-day operations and provide accurate reports to management.
What we offer
Work with an IRDAI-licensed direct insurance broker (Life & General) across retail and corporate insurance
Exposure to life, health, motor, property and corporate insurance products from leading insurers
Clear growth path, regular training and certification support
Performance-linked incentives and recognition
A collaborative, inclusive team that values ownership and learning
SimpliInsure.com is an online portal managed by Virtual Galaxy Insurance Brokers Pvt. Ltd., registered with IRDAI as a Direct Broker (Life & General). Registration No. 750, Registration Code IRDA/DB859/21, valid from 2024 to 2027.
Registered office: No. 91/1, 1st Floor, Above ICICI Bank, Infantry Road, Bengaluru 560001, Karnataka, India. Phone: +91 95133 55661.