Branch Operations And Service Manager

3 weeks ago


Surendranagar Gujarat, India Bajaj Allianz Full time

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 West 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 Roles Responsibilities Web ID creation Temp Receipt Agency Licensing Pre Policy Follow-up NCB Recovery Letter Endorsements PDA reconciliation TR Approvals IT Calls and Bugs Requirement Ensure Timely Dispatch and Archivals Daily premium balancing and verification MSO co-ordination visit Reconciliation of Floats Temporary receipts Weekly meeting with marketing team partners Online Payments BG Recovery BASS Attendance Archival Inter department co-ordination and Stakeholder Engagement PIS Generation Years Of Exp 2 to 5 Years Education Qualification Graduate Post 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 and Service Manager


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