Branch Operation Executive

Job Description

Branch Operation Executive

Type : Part Time

Location : Coimbatore

Experience Required : 0 Year(s)

Industry : Insurance

Preferred Skills : Business Development Business Planning CRM Sales Sales Executive Sales Management Sales Strategy

Job Description :

-Customer servicing which includes Renewals, ULIP transactions, Claims processing and all other policy related servicing

-Coordination with HO for various policy servicing process & customer complaint resolutions

-New business scrutinizing and preliminary medical/Non-medical underwriting & Processing

-Coordinating with HO for issuance of insurance proposals sourced at branch

-Cash/cheque transactions in system with proper reconciliation and deposition at bank

-Agency servicing and Life advisor servicing with comply to IRDA norms

-Comply with company strategic target such as ECS conversion, Online policy Servicing, E-Mail & Go green consent collection, Stale cheque cases clearance, Surrender retention etc.

-To have error free operational branches and innovative practices each time to serve the customers in the best possible manner

-Ensure 100% compliance and adherence to SOP, Adherence to Anti Money Laundering (AML) guidelines and Compliance management of company

-To have a business driven function and coordination with sales for

Eligibility Criteria:

-Good academics. 1. [ (10th and 12th + Graduate ( mandatory ) + Post Graduate ( optional) ] OR 2. [ First class Graduate + Post   Graduate ( optional ) ]

-Excellent communication skills.

-Experienced or Fresher (Both Male and Female)