Operations Officer

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:

• Graduation