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Branch Operations Executive

2.00 to 3.00 Years   Nagpur   12 Mar, 2024
Tata AIA Life Insurance Company Limited
Job LocationNagpur
EducationNot Mentioned
SalaryNot Disclosed
IndustryInsurance
Functional AreaBack Office OperationsOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    Role Summary:
    • Adhere to cash counter timings
    • Cash & Cheque Collections policy premium, Reporting , Lodgments and reconciliation, Bounced Cheque management
    • Petty Cash Management
    • Support Distribution channels in policy issuance
    • Service walk-in customer and attend to their service requirements
    • Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns
    • Customer retention
    Key Result Areas
    • Adhere to cash counter timings as mentioned in the SOPs.
    • Control the entry/exit into the cashier room through entry into registers
    • Accept payment towards premium or agent fees and subsequent lodgement of the same on the next day.
    • Perform EOD checks for collections in accordance with SOP. TR Stationary Management.
    • Safe Key Management
    • Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP.
    • Accounting for the same as per the SOP formats
    • Agent commission cheques distribution and management in line with SOP norms.
    • Agent licenses distribution and management in line with SOP norms
    • Attend to walk-in customer queries and requests and process the same Maintain high Branch NPS scores
    • Follow-up and assist distribution channel on policy issuance
    • Do upsell / Cross sell with the help of distribution channel and tap Neew Business opportunity in walk-in customers
    • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
    Incumbent CharacteristicsGraduate with 2 to 3 years experience in Life Insurance or Banking Operations.

Keyskills :
communication skillsdecision-makingcreativeleadership skillsinterpersonal skillsauditingrelationship buildingteamwork

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