Branch Operations and Service Manager

1 week ago


Surendranagar, India Bajaj Allianz Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Branch Operations and Service Manager

Description

Job Description:


• 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.

Skills Required

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-o

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.



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