BOSM Operations Assistant Manager

Job Description

Core Operations:

• Premium acceptance, handling and deposition.
• 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.
• 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.
• 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 Archrivals.
• 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.
• Maintaining & signing Daily Premium Cash register.
• Following with Processing Hubs for policy servicing.

Servicing:

• IMD Open House and Training.
• Driving NPS on renewals, issuance, claims and IMD servicing.
• Handling walk-ins, external queries- Grievances and CFU Queries.

Administration & Compliance:

• File, obtain and keep it renewed the registration under Shops and establishments Act, local municipalities or other authorities registration/licenses.
• File the required returns with authorities, as may be required and advised by tax team as to profession tax, GST etc.
• File the require forms/documents/returns under Labor Laws in consultation with HR.
• Sign and file the FIR with police/private complaint in court and pursue the same to logical conclusion which may be done in coordination with ILM team.
• Suitably reply to the notices from police/ACB/CBI/Enforcement directorate after taking up the matter with concerned departments and inputs and by providing these inputs to and be guided by the draft reply advised by Corporate Legal, HO.
• To accept the summons/notices from court which are in the name of company and accordingly attend the court with suitably reply and submissions. Note: The court/police notices in individual employee name be accepted by the concerned employee only.
• Provide the required inputs and information/documents to higher authorities/HO as may be required, from time to time.
• To liaison with local authorities for the work of company and take approvals for business/company.
• To verify fire safety and safety measures and coordinate with concerned to have proper safety measures in the office. (EHS)
• To ensure all the statutory display of notices/forms/extracts are properly displayed in separate and allocated notice board for compliance under Labour Laws. In this regard to coordinate with HR.
• To sign and register the lease agreements for the office premises within his/her location/area under jurisdiction of his/her office after taking all the approvals of ZM, HO ADMIN, and Corporate legal [for legal documents].
• Approvals of petty exp at branch like: staff welfare, conveyance and other office exp.
• Act as authorized representative for all legal purposes.
• Maintaining Petty cash register.
• Vendor management & bill payments.
• Office maintenance along with Office opening & Closing register.
• Attendance Register Maintenance.
• Check of Office Infra.
• Responsible for handling Office keys.
• Managing Housekeeping & Security services.

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Keyskills :
salessystemlawsagreementssafetyoperationsverificationmanagementservicingtatadministrationdrivingervicemeasurescustomeroffice