Branch Operation Sr. Assosiate

Duties Responsibilities

• Customer Relationship and Services: Interacting with external customers and internal customers and
  
  

addressing their queries, requests and complaints of Upfront Complaint Resolution Complaints Management.

• New Business Processing: Handling end to end New business processing o Scrutiny of accepted New
  
  

Business application forms, recording rejection so Creation of client IDs and receipting of money.

• Policy Servicing: Processing all policy servicing txns and follow-up with HUB for same day processing and
  
  

NAV allocation

 Refunds processing and dispatch

 Undelivered policy documents tracking and management.

 Maintenance of all files and registers.

 Minor alteration like COA ( Change of Address)

 Answering queries on phone from Channel partner, FCs as well as customers. (Most of the coex calls

up branch where they login the form for basic customer related information categorically for existing

customers.

• Claims: collecting documents from claimant/field visits to claimant, or other parties involved like public
  
  

hospitals, police station etc (As and when case requires)/follow ups with Claims department for

processing, decision and claim cheque hand-over process.

• Documentation: Maintenance and updating of all kinds of Reports like MINT, PEPPER WONDERS, Files
  
  

and Registers, Updation of Customer s information.

• Business Retention: to ensure business retention by averting lookins / withdrawal / surrenders /premium
  
  

reduction that also involves coordination with sales colleagues and HUB.

• Persistency/Revival: Revival calling for lapsed and paid-up policies for reinstatement. That frequently
  
  

requires visiting customers place to convince them on reinstating policies.8. Lead Generations: Generating leads and seeking appointment with all walk-in customers for pitching

repurchase.

 System updation, lead allocation and follow ups with Sales for lead closure.

 Take proactive initiatives related to revenue generation through cost reduction, productivity

enhancement and process improvement.

Knowledge, Skills Abilities

• Educational Qualification: Minimum Graduate
• Age- 28-38 years
• Work Experience: Minimum 2 years of experience in operations, Customer Service, Backend operations
  
  

preferably from Insurance or Banking sector.

• Required Skills: Good communication skills, MS Office.