Team Leader

Job Title: Team Leader – Insurance Process 

Organisation: The Policy Exchange (Fairvalue Insuretech Pvt. Ltd.) 

Location: Noida  

Reporting To: Operations Manager 

Role Type: Operation| BPO  

Job Summary: 

We are looking for an experienced and motivated Team Leader – Insurance to manage a team of insurance 

executives and ensure smooth day-to-day operations. The ideal candidate will be responsible for monitoring team 

performance, maintaining process quality, ensuring customer satisfaction, and meeting defined business targets. This 

role requires hands-on knowledge of insurance processes and strong leadership skills to manage team performance 

and drive operational excellence. 

Key Responsibilities: 

 Supervise and guide a team of insurance executives in areas such as policy processing, claims handling, 

customer service, or renewals. 

 Ensure daily targets (KPIs and SLAs) related to productivity, quality, and turnaround time are met. 

 Allocate tasks effectively and monitor team workload and performance. 

 Conduct regular coaching, feedback sessions, and performance reviews to develop team capability. 

 Handle escalated customer issues and provide resolution in a timely and professional manner. 

 Ensure adherence to regulatory guidelines, internal SOPs, and compliance standards. 

 Collaborate with internal departments such as underwriting, sales, and IT to resolve operational issues. 

 Generate daily/weekly/monthly reports for management on team performance, process metrics, and 

improvement areas. 

 Assist in process audits and drive quality initiatives across the team. 

 Contribute to training new team members and support continuous learning for the team. 

Qualifications and Experience: 

 Graduate in any discipline (Bachelor’s in Insurance, Finance, or related field preferred). 

 3–5 years of experience in the insurance industry, with at least 1–2 years in a team handling or supervisory 

role. 

 Strong knowledge of insurance products and operations (life, health, or general insurance). 

 Hands-on experience with insurance software systems, CRM tools, and MS Office (Excel, Word, Outlook). 

 Hands-on experience with Advanced Excel

 Excellent communication, interpersonal, and problem-solving skills. 

 Ability to lead, motivate, and manage a team in a target-driven environment. 

Preferred Skills: 

 Knowledge of IRDAI guidelines and compliance standards. 

 Experience in handling customer escalations and quality audits. 

 Ability to analyze data and use insights for process improvement. 

Why Join Us? 

 Work with a customer-centric insurance organization with strong values and vision. 

 Growth-oriented role with opportunities for career advancement. 

 Supportive leadership and team culture focused on development and performance.