Operation Executive - Insurance Industry

We are Hiring!!!

We are looking for an Operations Executive for one of our clients from the Insurance Industry;

Position: Operational Executive

Department: Private Clients Practice

Reporting To: Operations Manager & Unit Head

Role Overview

We are seeking a proactive and detail-oriented Operations Executive to support our Senior Managers with their medical insurance leads. The role involves efficiently coordinating with insurance providers, preparing accurate and competitive quotes, and ensuring a seamless workflow that enhances the PCP team’s productivity.

Key Responsibilities

• Quotation Management
• Promptly approach insurance companies to obtain medical insurance quotes.
• Analyze, compare, and prepare accurate quotations in line with client requirements.
• Ensure compliance with company guidelines and insurer underwriting policies.
• Sales Support
• Assist Sales Advisors by preparing and delivering quotations within agreed timelines.
• Provide accurate product information, benefit illustrations, and policy comparisons.
• Coordinate with insurers for clarifications, endorsements, and special requests.
• Process & Documentation
• Maintain organized records of quotes, correspondence, and insurer communications.
• Ensure all documents are complete, accurate, and compliant with regulatory standards.
• Update internal systems with quotation details and policy status.
• Stakeholder Coordination
• Act as a point of contact between Senior Manager and insurance providers.
• Build and maintain professional relationships with insurer representatives.
• Follow up with insurers to ensure timely responses and avoid delays.

Qualifications & Skills

• Bachelor’s degree in Business Administration, Insurance, or related field (preferred).
• Minimum 1–2 years of experience in insurance operations, preferably medical insurance in the UAE.
• Strong knowledge of health insurance products, providers, and market practices.
• Excellent communication and coordination skills.
• High attention to detail and strong organizational skills.
• Proficiency in MS Office (Excel, Word, Outlook); CRM knowledge is an advantage.
• Ability to work under pressure and meet deadlines in a fast-paced environment.

Key Competencies

• Customer service orientation with a problem-solving mindset.
• Ability to multitask and prioritize effectively.
• Strong teamwork and collaboration skills.
• Professionalism, integrity, and accountability.