Team Leader

📌 Job Description: Team Associate – Bajaj Allianz Life

🔹 Role OverviewA Team Associate at Bajaj Allianz Life plays a key role in supporting team operations, assisting in sales activities, coordinating with customers, and ensuring smooth workflow within the branch. This role requires strong communication, coordination skills, and a proactive approach.

• 📝 Key Responsibilities🤝 Support the sales team in lead generation and follow-ups
• 📞 Coordinate with customers for appointments, documentation, and policy updates
• 🗂️ Assist in maintaining records, data entry, and reports
• 👥 Help organize team meetings, reviews, and field activities
• 📊 Track daily KRAs of team members and share updates
• 🚀 Support in achieving team targets through follow-ups and backend support
• 🧾 Handle basic customer queries and route complex issues to the right team
• 🏢 Coordinate with branch staff for smooth operational workflow
• 📑 Ensure timely submission of documents and adherence to process guidelines
• 🎯 Skills & Competencies💬 Good communication & interpersonal skills
• 📋 Strong organizational and coordination ability
• 🧠 Basic understanding of sales/insurance processes
• 💻 Knowledge of MS Office, email drafting & reporting
• 🤝 Team player with a positive attitude
• 🕒 Ability to manage time and multitask effectively
• 🎓 Qualification🎓 Graduate in any stream
• 💼 Experience in sales coordination, customer service, or administration is an advantage
• 💼 Job TypeFull-time

Office + field coordination support