Operations Executive (Medical Insurance)

Position: Operational Executive
Department: Operations / Sales Support
Location: Offshore (Remote)
Reporting To: Sales Team Lead / Operations Manager

Role Overview

We are seeking a proactive and detail-oriented Operations Executive to support our Sales
Advisors in the Medical Insurance division. The role involves efficiently coordinating with
insurance providers, preparing accurate and competitive quotes, and ensuring a seamless
workflow that enhances the sales 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.
  • o Update internal systems with quotation details and policy status.
• Stakeholder Coordination
  • Act as a point of contact between Sales Advisors 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.

What We Offer

• A dynamic and supportive work environment.
• Opportunities for professional growth within the insurance industry.
• Competitive compensation package.