
Executive Operations
1 week ago
PDA reconciliations
- 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.
- 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.
- Maintaining & signing Daily Premium Cash register.
- Following with Proc.
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