Branch Operations Executive

7 months ago

India Tata AIA Life Full time

Document A Position Overview Position Title Branch Operations Executive Department Operations Level/ Band 201/ 251 - Executive/ Senior Executive Role Summary: Responsible for Issuance maximization, Operations support, Back-up operations, Drive new process initiatives. B Organizational Relationships: Efficiently coordinate between the various sub functions of the Operations Team to ensure that the efficiency of the process is the highest Reports To Branch Operations Incharge/Manager Supervises NA C Job Dimensions Geographic Area Covered Branch office Stakeholders Internal Advisors, Agency Managers, Operations-HO, HR, Internal Auditors / Compliance Review team, All Sales Channels External TPA's, Claimants, Claims Investigators, Customers, Channel Partners D Key Result Areas Organization processes Key contribution Issuance maximisation. -Ensure new business gets Data Entered at Zone as per SLA. -Ensure Auto - underwritable case gets issued as per SLA. -Monitor pending management, resolve collection in co-ordination with Sales. -Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO. -To maintain high issuance target. Operations support. -Co-ordinate with Scanning hub for timely scanning of branch new business. -Manage pending scanning and resolution between Sales, Scanning hub and HO U & I. -Ensure undelivered document management as per process. -Manage BREs, POS requests, reopening process, uncollected TRs as per process. -Manage freelook change and cancellation process. -Monitor branch for undelivered documents / refund cheques and monitor HNI cases and CRM related activities. -Answer non-routine queries which are not resolved by the front desk. -Review DCs under TPA tie-up for quality feedback. -BPQA Audit -Project test Back-up operations -To get acquainted with CSO, DOPS and Cashiering process so to manage back-up of these functions when reqd.. -To work as back-up of BOI/BOM during absence. -To get acquainted on administration, facilities, IT and vendor management issues. Drive new process initiatives -Undertake process improvements like new business submission, Branch Ops processing, financial transactions, and faster MIS & Reporting -Coordinate with Branch and HO for MIS for new business. -Prepare and analyse various daily reports and forward to the Operations and channel partners -Undertake feedback and follow-up review for new business. Ensure adherence to BOE SOP -Ensure adherence to BOE SOP -Conduct training for BA and advisors to increase issuance and pending resolution. Risk -Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes E Skills Required Technical Behavioral Essential Desired Interpersonal skills - Communication skills - Creative thinking skills - Supervising/Leadership skills - Teamwork Skills - Influencing skills - Relationship Building skills - Decision making skills - F Incumbent Characteristics Essential Desired Qualification Graduate Experience 2-3 years

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