Executive

5 days ago


Thane, India Tata AIA Life Full time

**Position Title
Executive - Issuance

**Department
Tele Sales

**Level **/ Band
Executive

**Role Summary:
1) Life insurance knowledge is must

2) Should have prior experience of coordination with sales, UW, DST Team, Internal IT & if required continuous engagement with call center.


**B) **Organizational Relationships
**Reports to Direct
AVP

**Supervises
NA

**C) **Job Dimensions
**Geographic Area Covered
PAN -India

**Stakeholders Internal
Vendor team, Sales Team, IT, CS, Legal & Compliance

**Stakeholders External
Vendor Team & Customers

**D) **Key Result Areas
**Job Description
4) Should be willing to extend during peak business period, especially month end

5) Life insurance knowledge is must

6) Should have prior experience of coordination with sales, UW, DST Team, Internal IT & if required continuous engagement with call center.

7) Person should be target oriented & must posses strong understanding on post submission formalities till final policy issuance

8) Graduate - Min. 2-3 Years of experience in ( Life Insurance + Post submission formalities )

9) Strong hands-on MIS/Reports wrt. policy submissions and issuance.

**E) **Skills Required
**Technical
- Sound knowledge of product contracts.
- Knowledge of medical terminologies.
- IRDA Regulatory guidelines.
- Communication skill
- Good hands on excel
- Self-motivated
- Excellent sales knowledge
- Dynamic personality
- Impeccable communication skills
- Strong relationship management skills
- Strong team engagement skills.

**Behavioral (Refer Appendix for details)
**Level 1**

**(rarely / not required)
**Level 2**

**(required frequently)
**Level 3**

**(essential for position)
Interpersonal skillsCommunication skillsCreative thinking skillsSupervising/Leadership skillsTeamwork SkillsInfluencing skillsRelationship Building skillsDecision making skills**Incumbent Characteristics
**Metrix
**Essential
**Qualification
Graduate

**Experience
2- 4 yrs (Insurance & Call center)

**Language spoken
Hindi & English

**Location
Call Center - Airoli



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