Insurance Operations Executive

Location: Lower Parel/Currey Road, Mumbai

Working Hours: 9:30 AM - 6:30 PM

Working Days: Monday to Saturday

About the company:

At Bimawala Group, we offer a full suite of personalized insurance and investment consultancy to individuals and businesses. Our services are tailored to meet the specific financial goals of our clients, ensuring comprehensive and effective financial planning. Based in Mumbai, we are dedicated to delivering high-quality wealth management solutions.

Job Overview

We are looking for a highly organized and proactive Insurance Operation Executive to support a senior business leader with day-to-day operations, insurance operations, administrative tasks, coordination activities.The ideal candidate will be responsible for managing schedules, handling communications, maintaining records, and ensuring smooth execution of daily priorities.

• Key ResponsibilitiesManage calendars, meetings, appointments, and travel arrangements.
• Assist with day-to-day administrative and operational tasks.
• Handle email correspondence and follow-ups.
• Prepare, organize, and maintain reports, documents, and business records.
• Process new insurance policies, renewals, endorsements, and cancellations.
• Coordinate with insurance companies for policy issuance and servicing.
• Maintain accurate customer and policy records.
• Ensure timely submission and verification of documents.
• Renewal Management
• Coordinate with internal teams and external stakeholders to ensure timely completion of tasks.
• Create and maintain spreadsheets, trackers, and reports using Microsoft Excel.
• Draft professional emails, meeting notes, and other business communications.
• Conduct basic research and gather information as required.
• Maintain confidentiality and professionalism while handling sensitive information.

Requirements:

• Experience Minimum 1+ year of experience in an Insurance industry.
• Practical experience working with Microsoft Excel is mandatory.
• Fluent written and spoken English.
• Ability to read, understand, and write professional emails and documents.
• Proficiency in Microsoft Excel and Microsoft Office/Google Workspace.
• Strong organizational and multitasking abilities.
• Attention to detail and problem-solving skills.
• Ability to work independently and manage multiple priorities.
• Preferred QualificationsBachelor's degree in Commerce, Engineering, Management, or any other recognized discipline.
• Candidates with 1+ year of experience in Insurance ops role or similar role will be preferred.