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.

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

Years Of Exp:
2 to 5 Years
Education/Qualification:
Graduate/ Post Graduate
Desirable Skills:
1.Good communication skills. 2.Flexible & adaptable to change. 3.Well versed with MS Office. 4.Should have good analytical and problem-solving skills. 5.Should be aware of the Local language.
Designation:
Branch Operations and Service Manager

Skills Required