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.
