Branch Operation Executive- Top Life Insurance Co.- North & East India

1 - 5 Years
Kolkata, Delhi, Lucknow
INR 2,00,000 - 2,50,000 P.A.Openings: 20Posted 31 days agoJob Applicants: 187Job Views: 364

Job Description

# Data entry and preliminary underwriting of New business files.
# Cheque receipting of renewal and new business.
# Coordinating with the Hospitals for the Medical reports.
# Verifying and filing of the dishonor cheques.
# Data entry back up for Distribution operations.
# Verifying and dispatching of new business and service documents.
# Discrepancy handling of new business files and FSP.
# Supporting the Sales as well as Ops.Team handling Customer service on daily basis and supporting with them.
# Keeping the TAT with the correct limit, Helping and Guiding our BOEs in Key parameters of Efficiency Index through our Quality Performance.
# Coordinate with Divisional Office for the Effective and On time Issuance.
# Scrutiny of proposer form and verify the document like ID proof, Address proof, Age proof, income proof Benefit Illustration, cheque etc..
# Timely revert on every mail came from HO, sales person or client.
# Maintaining Various Types of MIS like chq bounce, daily login, pending cases, undelivered Policy Bond etc..
# Looking Renewal calling directly to client and sales person and update remarks in system as well as in excel those renewal not come.
# Follow up with sale person till issuance of policy, if any medical case calling to customer for Medical appointment.
# Handling walking customer query regarding policy renewal, loan, surrender of policy, partial withdrawer, etc..
# Retain customer those coming for policy cancelation, surrender of policy or free look cancelation.
# Take sales person training regarding documentation, any new process launched, form filling, renewal feedback etc..
# Looking financial activity like fresh login receipting, renewal receipting both chq and Cash and carefully deposit in bank, Maintaining courier bill, tea bill etc..
# Any non-medical requirement came in fresh application form follow up directly with client or sales person. # Looking Agent application Form Login, booking exam in system ,Print Hall ticket of IRDA exam and Maintaining R&R and EMS Register of PFA , training to Development Manager for Agent application process.
# Process all Policy servicing request like Name change, nominee change, Bank details change, revival policy etc..
# Handling training to New join BOE, mail mark to sales team for Pending MIS , Renewal pending cases , RTO policy document cases etc..

Salary: INR 2,00,000 - 2,50,000 P.A.


Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Operations/Processes/Finance/Legal

Role:Operations Officer

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Vishwa Management Services

ishwa Management Services is a Leading Recruitment Consultancy and Staffing Firm Is Into Executive Search & Selection, Human Resource And Placement Consultancy Business. We Are Based Out Of INDORE And Serving The Nationwide and Overseas. Vishwa Management Services, Offers Total Recruitment Services For Both Employers As Well As Employees. We Have Expertise In Non-IT And IT, ITES Recruitment. We Are Mainly Focused Into FMCG, Banking, Finance & Insurance, Cement & Construction Material, Automobile, Pharma, Consumer Durable, Retail, IT, ITES, BPO/KPO, Life Sciences & Biotech Research.
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Recruiter Name:Team VISHWA

Contact Company:Vishwa Management Services

Reference Id:BOE N&E