Senior Officer

The Senior Officer at IndiaFirst Life Insurance is responsible for supporting branch operations, driving sales activities, ensuring smooth customer service, and achieving business targets. The role involves coordination with channel partners, handling customer requirements, and executing business processes as per company standards.Key Responsibilities:

1. Sales & Business Development (if in Sales Profile):



Generate business through assigned channels such as banca partners, advisors, or direct sales.



Achieve monthly and quarterly sales targets for life insurance products.



Conduct customer meetings, explain product features, and provide suitable insurance solutions.



Build strong relationships with bank staff/channel partners to ensure consistent business flow.



Participate in sales activities, lead generation, and promotional campaigns.



2. Operations / Customer Service (CSO / Operations Profile):



Handle customer walk-ins, queries, service requests, and documentation.



Ensure timely processing of proposals, policy issuance, endorsements, and claims support.



Verify KYC documents, forms, and ensure accuracy in system entries.



Coordinate with underwriting and operations teams for faster turnaround.



Maintain branch records, MIS reports, and service-related documentation.



3. Channel Partner Coordination (Banca / Alliances):



Train and motivate partner staff to generate life insurance business.



Assist bank teams in identifying customer needs and offering suitable products.



Conduct joint calls, product presentations, and periodic reviews with partners.



4. Compliance & Process Management:



Follow all audit, regulatory, and compliance guidelines of IRDAI and IndiaFirst Life.



Maintain ethical sales practices and ensure complete transparency with customers.



Ensure zero-error processing and adherence to TAT (Turnaround Time) standards.



5. Reporting & Administration:



Prepare daily/weekly sales and service reports.



Track business performance and highlight gaps.

Skills & Competencies:



Strong communication and customer-handling skills.



Good understanding of life insurance products and market.



Sales orientation and ability to meet targets (for sales role).



Knowledge of operations, documentation, and IRDA guidelines (for service role).



Basic computer proficiency (MS Office, CRM tools).



Ability to multitask, prioritize, and work with cross-functional teams

Support branch administration and coordinationEligibility & Qualifications:



Graduate in any discipline (MBA preferred).



1–4 years of experience in life insurance sales, banca, operations, or customer service.



Experience in banking or insurance sector is an added advantage.