Branch Operations Executive

1 week ago

Kolkata, India Tata AIA Life Full time

**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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