Client Service Executive

📌 Senior client relationship and service executive – Job Description (Kotak Life Insurance)

A Senior Team Coordinator in Kotak Life Insurance typically acts as a bridge between management and the frontline team, ensuring work runs smoothly, targets are met, and team performance stays strong. This role combines leadership, coordination, reporting, and operational support.

✅ Key Responsibilities

1. Team Leadership & Support

Lead, guide, and support a team of insurance advisors or coordinators.

Motivate team members to achieve individual and group targets and incentives.

Provide on-the-job coaching and mentoring to improve performance.

2. Planning & Coordination

Set clear team goals and help plan how to reach those targets.

Organize daily workflows, delegate tasks, and monitor progress.

Coordinate schedules, meetings, and internal communications.

3. Performance Monitoring & Reporting

Track individual and team metrics such as sales, client follow-ups, and policy conversions.

Report performance updates, challenges, and opportunities to senior management.

Help develop action plans based on performance data.

4. Training & Development

Support onboarding of new team members.

Help with training sessions, product knowledge sharing, and skills development.

Encourage best practices and continuous learning within the team.

5. Problem-Solving & Support

Act as a point of contact for team issues or conflicts and assist in resolution.

Provide support to team members when they face customer or operational challenges.

6. Client & Stakeholder Coordination

Maintain communication between the team and other departments (e.g., HR, sales, operations).

Ensure information flows smoothly across functions to support customer service and business goals.

🧠 Required Skills & Qualities

✔ Strong leadership and team management skills

✔ Good communication and interpersonal abilities

✔ Ability to set goals, track progress, and report results

✔ Problem-solving mindset

✔ Organizational and planning skills

✔ Comfortable coordinating with internal teams and external partners

Note: Exact skill requirements may depend on location/branch needs and experience level.

🎯 Who Typically Fits This Role?

Experienced professionals who can coordinate teams, monitor performance, and support development.

Individuals with good planning and interpersonal skills—especially in insurance, banking, sales, or customer service environments.

Those who can balance administrative tasks with team leadership and help people perform better.

If you need, I can also draft a resume or cover letter tailored for this position!