
Executive - Policy Owner Services
11 hours ago
APosition Overview
Position Title
Executive - Policy Owner Servicing – CIT Process
Department
Policy Owner Servicing
Level/ Band
Executive
Role Summary :
BOrganizational Relationships
Reports to
Asst Manager / Manager - POS
Supervises
-
CJob Dimensions
Geographic Area Covered
National
StakeholdersInternal
Other Ops and F&A
External
Vendors in case of specific projects
DKey Result Areas
Open Calls Monitoring & Adherence to TAT
oTo monitor all Open calls to see if they are within SLA.
oTo ensure adherence to Internal and IRDAI TATs
oKnowledge of various processes of policy servicing unit
Quality & Controls
oConsistently maintain a high level of accuracy in processing large volumes of transactions, achieving 100% accuracy
oTo ensure processing of transactions following SOP
oTo conduct daily EOD recon and ensure NIL miss out
Branch queries/Task Management
oTo ensure response to queries or enquiries raised by call center through task related to CIT processes
Complaints Management
oTo provide resolutions to the customer grievance within committed timelines
oTo ensure zero complaints
MIS & Audit
oTo ensure that all MIS/reports (monthly reports, quarterly reports, Audit requirements, regulatory requirements) which are deliverables of the respective POS Unit are done on regular basis
oTo ensure that all RCSA & Audit actionable are done
oTo assist in preparing monthly PPT for management review
Analysis
oTo analyze service requests raised and identify process improvement measures or measures towards automation which would enhance overall productivity
ECompetencies (Please copy paste from Competency Dictionary)
Competency For
Proficiency Scale
Proficiency Scale Description
Customer and Consumer Focus
Customer and Consumer Focus
are about adding value to all
customers, internal and external,
through thought, action and
behaviour. Adding value implies
understanding the customer
needs vis a vis the market, and
being committed in delivering
solutions that delight the
customer and consumer and
enhance the relationship without
compromising on company
SOP's and values. SOP's and values.
2
·Ensures thorough follow-up with team to ensure customer concerns are resolved. Resolves fairly complex or non-routine problems, questions, or complaints; direct the most complex problems, questions, or complaints to the appropriate person or team.
·Collates and analyses data based on customer pain points and coordinates with other departments to ensure effective resolution of customer concerns and queries.
Building and Managing
Relationships
Collaborate and communicate
effectively with internal customer
service teams, vendors and
consumer's to gain input for
improving current systems and
processes, thereby impacting
customer service experience. Also,
empower team and people by
recognizing and rewarding efforts.
2
·Is able to articulate emails to communicate facts, ideas, feedback,
suggestions and recommendations.
·Presents ideas articulately and in an organized manner.
·Actively participates in and contributes to discussions with confidence.
·Empathizes and supports team members in every possible way and
voices one's view on own or related area of work.
·Responds to complex queries from stakeholders promptly and keeps superiors informed about own actions and their context.
·Acts to understand and responds appropriately to the concerns of others demonstrates openness and receptivity to new information.
·Builds positive and reciprocal relationships that benefit the function.
Strategic Orientation
Strategic Orientation is the ability
to align routine deliverables with
long term organizational vision. It
implies the ability to think
conceptually and to “see the big
picture”. It includes an
understanding of capabilities,
nature and potential of the
department and the Organization.
It involves taking calculated risks
based on an awareness of
product, procedures, regulation
and industry trends and how it
impacts the strategic direction of
the department and the
Organization.
2
·Applies a broad business understanding to improve the performance and processes of the group.
·Prioritizes work in alignment with business goals, acts and implements strategies and policies in accordance with the organization’s strategies, objectives and goals.
·Identifies the developments in the internal and external business environment.
·Reviews own actions against the organization’s strategic plans.
Achievement Orientation
Positions the organization for
success by necessary
determination and tenacity to
complete high quality work,
raising performance levels by
establishing challenging yet
achievable performance goals,
aligning systems and processes
to deliver on organizations
revenue goals, and implementing
more efficient customer centric
practices. It involves managing
and allocating financial and
people resources to execute
operational and business plans
and leverage revenue targets.
2
·Understands and works towards goals set by Supervisor.
·Measures progress against targets.
·Seeks to understand reasons for obstacles and find ways to overcome.
·Eliminates unnecessary dependency and inefficiency in work processes and procedures.
·Synchronizes and aligns efforts with others towards attaining common goals.
·Involves employees in planning, problem solving and decision-making on matters that affects the team performance.
·Manage within available resources to deliver expected performance on task assigned.
Functional and Technical Ability.
Ability to leverage on knowledge
of product, processes and policy
life cycle, SQL, six sigma and
project management to retain
and conserve customer
portfolio. Also able to utilize data
analytics, customer follow up
analysis with a view to impact
revenue target for Tata AIA Life
in a cost effective way.
2
·Displays broad level understanding of various product features and IRDAI regulations on policy surrender.
·Understands how various business drivers inter-relate & impact one's area of work.
·Has fair understanding of customer portfolio based on geography, channel, product and seasonality of customer.
·Conducts basic analysis on customer data and uses this data to design response model and engagement campaigns.
·Uses available technology, systems, techniques, processes and call center to preserve and retain existing customer portfolio.
GSkills Required
Type of Skills
Essential
Desired
Technical Skills
Database management
Yes
Data Interpretation
Yes
Data Base Control Through MS Excel
Yes
Behavioral Skills
Interpersonal
Yes
Communication
Yes
Creative thinking
Yes
Supervising/Leadership
Teamwork
Yes
Influencing
Relationship Building
Yes
Decision making
Yes
HIncumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate
Experience
1.Experience in MIS roles.
2.Data base management through XLs
3.Relevant Industry experience . Policy servicing experience from Insurance Industry
4.2 to 3 years overall working experience
1.Proficiency in Accounting entries
2.Banking / Insurance background
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