Branch Operations Executive 3 Days Left

6 days ago

Vellore, Tamil Nadu, India Sbi General Insurance Full time
Job Description

Responsibilities:

Operational Matrix - Service Delivery & Productivity:

- Ensure process are followed as per rolled out SOP.
- Discrepancy Management across LOBs
- TAT adherence for inward and policy issuance
- Ensure Productivity (capacity utilization) to be 100 PERCENT
- Quality control

Audit, Compliance & Controllership:

- Satisfactory Audit score for the branch.
- Banking Control and Reconciliation closure
- Petty Cash management
- Process billing for local vendors
- Cover Note Management
- AML guidelines are adhered to
- All the compliance and audit registers are maintained as per process
- Thirty Party cheque process to be followed as per SOP

Customer Centricity:

- Effective resolution of customer queries received by the branch
- Pre-Inspection

Ease of doing business:

- Own the branch Sales support and effective coordination with the central team. To be responsible for all the branch activities
- Through Understanding of the Products, Processes and Systems.

Ensure process changes are effectively shared and discussed with other stakeholders in the branch

- IMD connect/visit
- Timely Archival

Project and Initiatives:

- Cross sell / Upsell - To take the initiative help to add the bottom line as well top line too through walk-in customer, known sources.
- Renewal Management - Ensure the Ops code renewal retention
- IMD / Sales team Training - Organize training on regular intervals for our process and system updates and UW guidelines
- Initiatives closure - Need to identify the process / system improvement and deliver through the i Think platform till closure
- Capacity Utilization - Effectively manage the ops resources and organize the load sharing management.
- UAT Feedback - Timely deliver the UAT feedbacks.

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