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: North 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: 6 Years Of Exp: 2 to 4 Years Education/Qualification: Any 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 Specialist Geo