Operation Executive

DESIGNATION

CLIENT REGISTRATION EXECUTIVE

ROLE DEFINITION

THE INSURANCE CLIENT REGISTRATION EXECUTIVE IS RESPONSIBLE FOR LEADING AND MANAGING THE CLIENT REGISTRATION AND ONBOARDING PROCESS. THIS ROLE INVOLVES ENSURING COMPLIANCE WITH REGULATORY REQUIREMENTS, OVERSEEING THE CLIENT INFORMATION GATHERING AND VERIFICATION PROCESS, AND COORDINATING WITH INTERNAL TEAMS TO ENSURE A SEAMLESS ONBOARDING EXPERIENCE FOR CLIENTS.

RESPONSIBILITY DELIVERABLE
*

TASKS & ACTIVITIES
- CLIENT REGISTRATION AND ONBOARDING:

- DEVELOP AND IMPLEMENT EFFICIENT PROCESSES FOR CLIENT REGISTRATION, ENSURING COMPLIANCE WITH INDUSTRY REGULATIONS AND COMPANY POLICIES.
- OVERSEE THE END-TO-END ONBOARDING PROCESS FOR CLIENTS, MANAGING DOCUMENTATION, APPROVALS, AND VERIFICATIONS.
- COMPLIANCE AND REGULATORY ADHERENCE:

- STAY UPDATED WITH INDUSTRY REGULATIONS, ENSURING THAT CLIENT REGISTRATION PROCESSES COMPLY WITH ALL RELEVANT LEGAL AND REGULATORY REQUIREMENTS.
- ESTABLISH AND MAINTAIN DOCUMENTATION TO DEMONSTRATE COMPLIANCE WITH RELEVANT LAWS AND GUIDELINES.
- CLIENT DATA MANAGEMENT:

- MANAGE CLIENT DATABASES AND INFORMATION SYSTEMS, ENSURING ACCURATE AND UP-TO-DATE CLIENT RECORDS.
- COORDINATE WITH VARIOUS DEPARTMENTS TO ENSURE THAT ALL CLIENT DATA IS COLLECTED, STORED, AND MAINTAINED SECURELY.
- PROCESS IMPROVEMENT:

- CONTINUOUSLY EVALUATE AND IMPROVE THE CLIENT REGISTRATION AND ONBOARDING PROCESSES TO ENHANCE EFFICIENCY AND EFFECTIVENESS.
- IDENTIFY BOTTLENECKS, STREAMLINE WORKFLOWS, AND IMPLEMENT BEST PRACTICES TO OPTIMIZE THE ONBOARDING EXPERIENCE.
- COMMUNICATION AND COLLABORATION:

- COLLABORATE WITH CROSS-FUNCTIONAL TEAMS SUCH AS SALES, UNDERWRITING, AND COMPLIANCE TO FACILITATE A SMOOTH CLIENT REGISTRATION PROCESS.
- COMMUNICATE EFFECTIVELY WITH CLIENTS TO GUIDE THEM THROUGH THE REGISTRATION PROCESS AND ADDRESS ANY INQUIRIES OR CONCERNS.
- QUALITY ASSURANCE:

- ESTABLISH QUALITY CONTROL MEASURES TO ENSURE ACCURACY AND COMPLETENESS OF CLIENT INFORMATION DURING THE REGISTRATION PROCESS.
- CONDUCT PERIODIC AUDITS TO ASSESS COMPLIANCE WITH ESTABLISHED PROCEDURES AND GUIDELINES.
- TRAINING AND DEVELOPMENT:

- PROVIDE TRAINING AND GUIDANCE TO TEAM MEMBERS INVOLVED IN THE CLIENT REGISTRATION AND ONBOARDING PROCESS.
- PROMOTE A CULTURE OF CONTINUOUS LEARNING AND DEVELOPMENT WITHIN THE TEAM.
- INSURANCE DOCUMENTATION:

- PROCESS AND VERIFY INSURANCE APPLICATIONS, ENSURING ALL REQUIRED INFORMATION IS ACCURATE AND COMPLETE.
- REVIEW INSURANCE DOCUMENTS FOR ACCURACY AND COMPLETENESS, INCLUDING POLICY TERMS, COVERAGE DETAILS, AND PREMIUMS.
- COLLABORATE WITH UNDERWRITERS AND AGENTS TO RESOLVE DISCREPANCIES AND ENSURE SMOOTH DOCUMENTATION FLOW.
- POLICY DISPATCH:

- COORDINATE THE TIMELY DISPATCH OF INSURANCE POLICIES TO POLICYHOLDERS AND AGENTS.
- ENSURE PROPER PACKAGING AND LABELING OF INSURANCE DOCUMENTS FOR SECURE TRANSIT.
- TRACK DISPATCH STATUS AND MAINTAIN AN ORGANIZED RECORD OF DISPATCHED POLICIES.
- CUSTOMER SERVICE:

- ADDRESS CUSTOMER INQUIRIES RELATED TO POLICY DISPATCH AND DOCUMENTATION PROMPTLY AND PROFESSIONALLY.
- ASSIST CUSTOMERS IN UNDERSTANDING THEIR INSURANCE POLICIES AND DOCUMENTATION REQUIREMENTS.
- RECORD KEEPING AND REPORTING:

- MAINTAIN AN ORGANIZED DATABASE OF INSURANCE DOCUMENTS AND DISPATCH RECORDS.
- GENERATE REGULAR REPORTS ON DOCUMENT PROCESSING AND DISPATCH ACTIVITIES.
- COMPLIANCE AND QUALITY ASSURANCE:

- ENSURE COMPLIANCE WITH INTERNAL POLICIES AND REGULATORY GUIDELINES DURING THE DOCUMENTATION AND DISPATCH PROCESS.
- CONDUCT PERIODIC QUALITY CHECKS TO MAINTAIN HIGH ACCURACY AND CONSISTENCY IN DOCUMENTATION.
- PROCESS IMPROVEMENT:

- IDENTIFY AREAS FOR PROCESS IMPROVEMENT AND RECOMMEND ENHANCEMENTS TO STREAMLINE DOCUMENTATION AND DISPATCH PROCEDURES.
- WORK WITH THE TEAM TO IMPLEMENT APPROVED PROCESS IMPROVEMENTS.
- REPORTING AND ANALYSIS:

- GENERATE AND ANALYZE REPORTS RELATED TO CLIENT REGISTRATION, ONBOARDING STATUS, AND OPERATIONAL METRICS.
- USE DATA INSIGHTS TO IDENTIFY TRENDS, ASSESS PERFORMANCE, AND MAKE INFORMED DECISIONS FOR PROCESS IMPROVEMENT.

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹9,040.92 - ₹23,324.13 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Health insurance
- Life insurance

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person