Profile / Function:
Operations & Process Management:
- Ensure processes are followed as per the rolled-out SOP
- Discrepancy management across lines of business (LOBs)
- Adherence to TAT for inward and policy issuance
- Ensure productivity (capacity utilization) is 100%+
- Maintain quality control in all operational activities
Audit, Compliance & Controllership:
- Achieve satisfactory audit scores for the branch
- Ensure banking control and reconciliation closures
- Manage petty cash effectively
- Process billing for local vendors
- Manage cover notes as per guidelines
- Adhere to AML (Anti-Money Laundering) guidelines
- Maintain all compliance and audit registers as per defined processes
- Follow third-party cheque process as per SOP
Customer Centricity:
- Effectively resolve customer queries received at the branch
- Manage pre-inspection activities
Ease of Doing Business:
- Own branch sales support and coordinate effectively with the central team
- Be responsible for all branch activities
- Maintain a thorough understanding of products, processes, and systems
- Share and discuss process changes with all stakeholders at the branch
- Conduct IMD connect/visits
- Ensure timely archival of records
Projects and Initiatives:
- Cross-sell/Upsell: Contribute to top and bottom line through walk-in customers and known sources
- Renewal management: Ensure operations code renewal and retention
- IMD/Sales team training: Organize training at regular intervals on process, systems, and UW guidelines
- Initiatives closure: Identify and deliver process/system improvements via the iThink platform
- Capacity utilization: Effectively manage ops resources and load-sharing
- UAT feedback: Timely delivery of User Acceptance Testing feedback
Experience Level:
- Minimum 2 years of experience in general insurance is a must
Qualifications:
