INFOPARK

Operations Executive - UAE Group Medical Endorsement Department

Need UAE Medical Endorsement EXPERIENCE only

Immediate joiners preferred

Business Development Manager - Hiring for UAE Location with B2B Sales Experience

The primary function of the role is:

- Planning & Implementation of the marketing plans in lines of property, liability, employee benefits insurance programs, and specialty lines. This position also involves understanding the client's industry to provide the best solutions related to the corporate Insurance program.
- Business Intelligence: Be the eyes and ears in the market and constantly be in touch with updates in the insurance industry.
- Conceptualize new initiatives for increasing sales and top-of-mind recall amongst potential corporate clients and to leverage prudent acts.
- Identify marketing opportunities by studying client's requirement; defining market, competitor's share, and competitor's strengths and weaknesses; forecasting projected business; establishing targeted market share.
- Creating a database or prospective clients. Maintaining constant touch with them by identifying key stakeholders and decision-makers on the corporate Insurance program.
- Sustain rapport with key accounts by making periodic visits; exploring specific needs; anticipating new opportunities
- Update knowledge by participating in programs on Insurance mandated by IA’s / DHA / HAAD etc., reading professional publications; maintaining personal networks; participating in professional organizations; attending training programs.

Key Responsibilities

Technical:
- Understanding the prospect/client's business and risk exposures.
- Conducting Insurance Program reviews and identifying gaps.
- Assisting the prospect/client in filling up detailed risk questionnaires and explaining coverage terms to them.
- Sending the proposal form to insurance companies to procure quotations.
- Making a comparison of the terms in the quotations received from the various insurance companies.
- Negotiating the terms and conditions received from the insurers to meet the client's requirements.
- Meeting the prospect/client with the recommendation of cover.
- Cross verification of the policy terms and conditions.
- Servicing Team on the account to ensure timely endorsement issuance, report issuance, and advocating on behalf of the client at the time of claims or any other requirements.
- You should have excellent communication skills. You should be proactive and solution-oriented and be ambitious to accelerate your career growth.
Skill Sets Required:

- Self-motivated, self-directed, mature, ambitious, intelligent, articulate, and knowledgeable.
- Minimum experience of 5 years required – in the UAE Insurance Industry.
- Proven ability to do consultative and concept selling
- Fluency in English communication skills, both written and oral, is a must.
- Ability to study and analyze an insurance contract, summarize coverage, and advise its suitability to a client
- Proficiency in Microsoft Office and ability to learn new software applications with ease.

KPIs

- Revenue Target Vs. Actual
- Renewal Retention %
- Collection within Credit Period
- Process adherence

Qualifications

- Experience: Minimum experience of 5 years in sales preferably in Medical and General Insurance – in UAE.
- Education: Graduation in any stream with a minimum of 50%
- Skills: Excellent communication skills
- Characteristics: Go getter and leadership abilities

Head of Sales - Banking/Insurance

HTIC Global is hiring for Head of Sales

An ideal candidate should have

• 10 years of proven track record of success in sales leadership roles within the Banking or Insurance
industry.
• Experience handling 100+ FTE's in BPO or Call Centre setup
• Achievement Oriented and Target driven.
• Experience in handling a team.
• Strong analytical skills with the ability to interpret sales data and identify trends.
• Excellent communication and interpersonal skills..

Location: Infopark, Kochi
Notice Period – Immediate / 30days / 60days

Sales Consultant - Insurance

HTIC Global is hiring for Sales Consultant - Insurance
An ideal candidate should have

• 1+ years of relevant experience
• Strong consulting and negotiations skills
• Experience in B2B/B2C sales
• Demonstrable success working in telesales or sales
• Ability in preparing and presenting motor quotations, emailing and follow up

Location: Infopark, Kochi
Notice Period – Immediate / 30days / 60days

Finance Manager

Job Summary:
The Finance Manager will oversee the financial health of the company, providing expert financial guidance and managing all financial aspects of the organization. This role involves strategic planning, budgeting, forecasting, and ensuring compliance with financial regulations. The Finance Manager will work closely with senior management to develop and implement financial strategies that support the company's goals and objectives.

Primary Responsibilities:

• Prepare and present accurate and timely financial statements and reports.
• Ensure compliance with accounting standards and regulations.
• Manage month-end and year-end close processes.
• Develop and oversee financial models and forecasts.
• Analyse financial performance and prepare reports to support business decisions.
• Conduct variance analysis and recommend corrective actions
• Lead the annual budgeting process, including developing budgets and financial forecasts.
• Monitor and report on budget adherence and financial performance.
• Monitor and manage cash flow, including forecasting cash needs and optimizing cash reserves.
• Oversee accounts payable and receivable functions
• Implement and maintain internal controls to safeguard company assets.
• Ensure adherence to financial regulations, policies, and procedures.
• Automation of recurring transactions
• Managing the external and Internal audits
• Ensure compliance with SEZ Act, GST, Customs, and other regulatory frameworks.
• Manage SEZ benefits, exemptions, and duty drawbacks.
• Coordinate with regulatory bodies (SEZ authorities, Customs, and Tax departments).
• Handle GST returns, refunds, and other indirect tax matters related to SEZ operations.

Secondary Responsibilties:

• Supervise and mentor finance team members.
• Provide training and development opportunities to enhance team performance.
• Support strategic planning and decision-making processes.
• Participate in financial due diligence for mergers, acquisitions, or other business initiatives.
• Liaise with external auditors, tax advisors, and other financial partners.
• Present financial information to senior management and other stakeholders.

Qualification:
CA/CMA/MBA Finance

Experience:
CA – 2-3 years
CMA/MBA - Finance – 4-7 years in IT/ITES, or Export-Oriented Units (EOUs) operating in SEZ.

Location: Infopark, Kochi
Notice Period - Immediate Joiners /30days

Operations Executive - Medical Endorsements

Job Summary
We are seeking a proactive and customer-focused Operations Executive to lead client onboarding, manage post-sales medical support, and drive ongoing customer engagement for our insurance broker clients. This role involves guiding new clients through their initial policy onboarding, ensuring a seamless post-purchase experience, and maintaining high levels of client satisfaction throughout their journey. The Operations Executive will play a critical role in improving customer retention by ensuring that clients understand their policies, can navigate the claims process, and have a positive, supportive relationship with our company.

Key Responsibilities
Client Onboarding

Coordinate and execute the client onboarding process, ensuring a smooth and positive start to the customer relationship.
Conduct comprehensive onboarding sessions to introduce clients to their medical insurance policies, covering policy details, benefits, and claims processes.
Set up and verify all customer information in the company’s CRM or database to ensure accurate record-keeping from the start.
Post-Sales Customer Engagement

Serve as the main point of contact for clients after they’ve purchased medical insurance policies, offering ongoing guidance and support.
Build and maintain strong relationships with clients, checking in periodically to reinforce policy understanding and maximize customer satisfaction.
Send timely follow-ups to address any questions, ensure policy access, and offer assistance with any changes or updates clients may need.
Claims Assistance and Coordination

Support clients through the claims process, explaining documentation requirements, assisting with paperwork, and liaising with insurance providers as needed.
Track and expedite claim statuses, ensuring timely processing and proactive communication of any delays or issues to clients.
Educate clients on common claims-related questions and prepare them to navigate future claims independently.
Customer Issue Resolution

Respond promptly and efficiently to customer inquiries, concerns, or complaints, working to resolve issues and ensure client satisfaction.
Escalate complex issues to management when needed and work to provide timely, satisfactory resolutions.
Monitor common client issues and feedback, identifying areas for improvement in the onboarding and post-sales processes.
Data Management and Reporting

Keep accurate records of client interactions, claims statuses, and service requests, ensuring all details are logged in the company’s CRM.
Prepare and present regular reports on customer satisfaction, claims processing times, onboarding completion rates, and other key metrics.
Process Improvement

Collaborate with the Sales, Underwriting, and Claims teams to continuously improve client onboarding and engagement workflows.
Proactively suggest and implement process enhancements to increase client satisfaction and retention.
Training and Education

Provide clients with training on how to maximize their medical insurance benefits, navigate claims submission, and understand policy updates.
Stay informed on industry trends, new insurance offerings, and regulatory changes, sharing updates with clients as needed.
Qualifications
Education: Bachelor’s degree in Business Administration, Healthcare Administration, Insurance, or a related field.
Experience:
At least 2-3 years of experience in customer onboarding, post-sales engagement, or customer support, preferably within the insurance or healthcare sectors.
Familiarity with medical insurance policies, client onboarding processes, and claims handling is highly desirable.
Skills and Competencies
Customer-Centric: Demonstrated commitment to providing excellent customer service with a client-first approach.
Communication: Outstanding written and verbal communication skills, capable of explaining complex insurance concepts in an understandable manner.
Organizational Skills: Excellent time management and organizational skills to manage multiple client accounts, onboarding tasks, and follow-ups.
Problem-Solving: Strong ability to resolve issues quickly and effectively, ensuring customer satisfaction and smooth post-sales experiences.
Tech-Savvy: Proficient in CRM software, Microsoft Office, and other digital tools for efficient data management and client tracking.
Preferred Qualities
Empathetic and patient approach to onboarding and customer service.
Self-motivated, proactive, and detail-oriented.
Knowledge of healthcare regulations and medical insurance industry practices is a plus.

Head of Finance

We are looking for a experience person to head our Department of Finance. The primary function of the role is to create forecasting models, assessing risk in investments and ensuring all accounting activities comply with regulations for all divisions under the group of companies

Requirements
* Ideal candidate should have at least 10 years of relevant experience
* Should be CA Qualified
* Good in handling a team.

Responsibilities
* Evaluating, Developing, improving department controls, systems and procedures that increase accuracy and efficiency for all companies
* Ensuring that all accounting process align to accounting regulations
* Overseeing the daily activities of the accounting department of all companies, month-end and year-end reports are completed accurately and on time
* Provision of timely and accurate financial information, analysis and insight, including income, expenditure, balance sheet, cash flow and budget holder information
* Maintaining accurate and complete records and participating in external and internal audits or reconciliations
* Analysing financial data and creating reports for management, stake holders and external parties,
* Assisting other departments as they develop strategies, establish objectives, and make decisions that could have a financial impact on the business.

Job location: Cochin, Infopark

Telesales Consultant - Insurance

Role Summary:

The primary function of the role is to promote and sell insurance products by actively reaching out potential customers, understanding their insurance needs, and offering suitable insurance products to meet those requirements.

Roles & Responsibilities:

Contact potential clients and create rapport by networking, cold calling, using referrals etc.
Help businesses, individuals, and families select an insurance policy that best fits their needs.
Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
Keep detailed records of customer interactions, transactions, and sales activities in the company's CRM system.
Ensure accurate and complete documentation of customer information and policy details.
Maintain regular contact with existing clients to discuss renewals or add-ons and suggest modifications and updates to existing clients’ insurance policies.

Educational Qualifications Required:
Graduation in any stream with a 50% score.

Knowledge:
Extensive and up to date knowledge of various insurance products, coverage options, industry regulations and market trends.

Skills Required:
Demonstrable success working in telesales or sales
Apt phone etiquette and friendly phone voice
Polished convincing and negotiations skills
Excellent written and verbal English communication skills
Flexibility and openness to innovation and improvement

Operations Executive - Medical Underwriting (Health Insurance Industry)

JOB TITLE: Medical Operations Executive
DEPARTMENT: Operations & Underwriting
REPORTING TO: Business Head

DUTIES & RESPONSIBILITIES
? Review client inquiries and generate quotations from SME/Individual portals.
? Responsible for policy onboarding and member enrollment processes.
? Handle member additions/deletions and invoicing procedures.
? Coordinate with Third-Party Administrators (TPAs) and other stakeholders for policy processing
? Reviewing underwriting documents and MAF (Medical Application Forms), ensuring accuracy and compliance.
? Coordinate with brokers/clients to efficiently collect necessary documents.
? Oversee the member enrollment and activation process, ensuring its smooth execution.
? Validate documents to maintain data accuracy and completeness.
? Coordinate with brokers/clients for policy onboardings and endorsements