Team Associate

👥 Job Title: Team Associate – Bajaj Life Insurance

📍 Location : Eco Space , Newtown Rajarhat

🕒 Experience: Fresher / 1–3 Years

📌 Job Summary The Team Associate supports the sales and management team by handling day-to-day coordination, documentation, reporting, and operational activities to ensure smooth business operations at Bajaj Allianz Life.

• 🎯 Key Responsibilities🗂️ Support sales team with policy documentation and proposal processing
• 📞 Coordinate with customers for basic queries and follow-ups
• 📊 Prepare and maintain daily MIS, reports, and trackers
• 🤝 Coordinate between sales team, operations, and backend departments
• 📝 Ensure timely submission of proposal forms and required documents
• 🔄 Track policy issuance, login, and renewal status
• 🖥️ Handle CRM updates and data management
• 📅 Assist in meeting coordination, training schedules, and reviews
• 📁 Maintain proper records and compliance as per company guidelines
• 🧠 Skills & Competencies🗣️ Good communication & coordination skills
• 💻 Basic computer knowledge (MS Excel, Email, CRM)
• ⏱️ Time management & multitasking ability
• 🤝 Team-oriented and supportive mindset
• 🎯 Accuracy and attention to detail
• 🎓 Qualifications🎓 Graduate / Undergraduate (as per role requirement)
• 📌 BFSI / Insurance experience preferred (not mandatory)
• 💼 Benefits💰 Fixed salary + incentives (as applicable)
• 🎓 On-the-job training & learning opportunities
• 📈 Career growth within Bajaj Allianz Life
• 🏢 Professional and stable work environment

If you want, I can also:

• Create a short JD for Naukri / Apna / WhatsApp
• Add daily KRAs & performance parameters
• Customize for Sales / Operations / HR support roles