Customer Service Executive

Cross Sales and S2S Management:

• Drive sales volumes for the organization across Life Insurance (LI), Health Insurance (HI), Loans, and other ABC products.

Branch Workflow Supervision:

• Supervise and monitor the daily workflow of assigned branches to ensure speedy and error-free issuance of policies and financial documents.

Financial Processing:

• Ensure smooth functioning of financial processing activities, including receipting and payment processing, adhering strictly to laid-down processes.

Customer Service and Persistency:

• Deliver quality customer service and enhance persistency levels within a dynamic business environment, managing a geographically scattered team and adapting to frequent regulatory changes.

Risk and Revenue Control:

• Control operational and financial risks to prevent revenue loss and implement corrective actions where necessary.

Policy Issuance and Servicing:

• Manage new business policy issuance, servicing, revenue generation, and revenue conservation, ensuring strict adherence to financial process controls.

MIS Management and Compliance:

• Prepare, manage, and disseminate MIS reports related to operations and accounts. Ensure compliance with all operational and financial procedures.

Customer Contactibility and Persistency:

• Maintain effective customer contact and drive persistency initiatives to improve business outcomes.

People Management:

• Manage HR processes including joining and exit formalities. Oversee administration, front office, and sales support activities for branches with only one Branch Operations Executive (BOE) and no Sales Support Executive.