Branch Operations and Service Manager

Bajaj Allianz General Insurance


Date: 3 weeks ago
City: Sangli, Maharashtra
Contract type: Full time
Job Description

  • Ensure TAT of Branch processing (Scrutiny/PID/Receipting/Issuance etc.)
  • Ensuring smooth processing at branch level by distributing load with in Team.
  • Communicating the rejected proposals to Sales team for clearance.
  • Daily proposal inward report.
  • Responsible for driving all initiatives on e-Policy.
  • PDA reconciliation.s
  • Training & inductions.
  • Co-ordinating Audits.
  • Handling refund processing.
  • Cover note Management.
  • HO Requirement and Mail Reverts.
  • Walk-in register maintenance.
  • Deficiency Follow-up.
  • QC and POZ Daily.
  • Portal Issues Coordination.
  • System Slowness Tracking.
  • Agri Policy Servicing.
  • Rights Management.

Roles & Responsibilities

  • Web ID creation.
  • Temp Receipt.
  • Agency Licensing.
  • Pre Policy Follow-up.
  • NCB Recovery Letter.
  • Endorsements.
  • PDA reconciliation.
  • TR Approvals.
  • IT Calls and Bugs Requirement.
  • Ensure Timely Dispatch and Archivals.
  • Daily premium balancing and verification.
  • MSO co-ordination & visit.
  • Reconciliation of Floats & Temporary receipts.
  • Weekly meeting with marketing team/partners.
  • Online Payments.
  • BG Recovery.
  • BASS Attendance.
  • Archival.
  • Inter department co-ordination and Stakeholder Engagement.
  • PIS Generation.
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