Executive

Company Description SBI Life Insurance Co. Ltd., one of Indias most trusted life insurance companies, offers a wide range of Protection, Pension, Savings, and Health solutions for individual and group customers. With a strong nationwide presence through over a thousand offices, a large team of employees, agents, and distribution partners, the company focuses on making insurance accessible and convenient. SBI Life is driven by a Customer-First approach, emphasizing operational efficiency, ethical service standards, digital enablement, and hassle-free claim settlement. The company is listed on the BSE and NSE, manages significant assets under management, and provides a healthy, flexible work environment that supports personal and professional growth. SBI Life also promotes a culture of social responsibility, actively contributing to child education, healthcare, disaster relief, and environmental initiatives.

Role Description This is a full-time, on-site Executive role based in Thiruvananthapuram. The Executive will support branch operations by assisting in policy servicing, documentation, and customer query resolution, ensuring a smooth and efficient customer experience. Responsibilities include coordinating with sales teams and channel partners, preparing and updating reports, maintaining accurate records, and adhering to company policies and regulatory guidelines. The role involves regular interaction with customers to address service needs, provide product information, and guide them through processes such as applications, renewals, and claims-related support. The Executive will also contribute to local initiatives that enhance customer satisfaction, operational quality, and compliance standards.

Qualifications

• Candidates should possess strong customer service and interpersonal skills, with the ability to communicate clearly and professionally in person, over phone, and in writing.
• Candidates should possess solid administrative and organizational skills, including attention to detail, documentation accuracy, and effective time management.
• Candidates should possess basic financial and insurance awareness, with the ability to understand life insurance products, compliance requirements, and branch-level processes.
• Candidates should possess proficiency in computer and digital tools, including MS Office applications, data entry, and use of internal systems and portals.
• Candidates should possess problem-solving and collaboration skills, with the ability to work effectively as part of a team and handle operational issues proactively.
• A graduate degree in any discipline from a recognized institution is preferred; prior experience in insurance, banking, or financial services operations will be an advantage.
• Ability to work from the Thiruvananthapuram office during standard business hours and adapt to a performance-driven, customer-focused environment.