# DOCUMENTS SCRUTINY of Client, POLICY SERVICING, CLAIMS, CUSTOMER HANDLING, CASH MANAGEMENT, BRANCH MANAGEMENT, RENEWALS COLLECTION AND GREVEINCE HANDLING etc..
# 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 1,75,000 - 2,50,000 P.A.
Functional Area:ITES, BPO, KPO, LPO, Customer Service, Operations
Role:Associate/Senior Associate -(NonTechnical)
Desired Candidate Profile
HDFC LIFE INSURANCE COMPANY LIMITED
Recruiter Name:Mr Abhay Dhayagude
Contact Company:HDFC LIFE INSURANCE COMPANY LIMITED