Operation Executive

Roles and Responsibilities

ï‚· Tracking, Follow Ups through telephonic calls & Direct Visits for the collection of Renewal premiums from Customer. 

ï‚· Verification of New Business Insurance Proposals  

ï‚· Handing queries from Customers, Salesperson and Agents. 

ï‚· Retention of Customers from Surrendering / Cancelling the Policies  

ï‚· Verification and Processing Customer / Agent Servicing Requests & Claims 

ï‚· Creation of reference leads from Walk In Customers 

ï‚· Receipting, Reconciliation of premiums through cheque / Cash /Card payments 

ï‚· Coordination with collection agent / bank to deposit of Cash / Cheque premiums at Bank. 

ï‚· Data Enrichment and instant adoption-80% of all eligible customer walk-ins 

ï‚· To ensure process compliance and adherence at the branch 

ï‚· Manage day-to-day branch administration including housekeeping, maintenance, asset control, discipline, and

payroll. 

ï‚· Handling Branch Admin, Audits related activities.  

ï‚· Operational co-ordination with other functional departments