Branch Operation Executive,

1 - 3 Years
Haldia

Job Description

Job Description

# 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..

Location - Contai

If interested then call - 9831888468 HR

Salary: INR 1,75,000 - 2,50,000 P.A.

Industry:Insurance

Functional Area:ITES, BPO, KPO, LPO, Customer Service, Operations

Role Category:Voice

Role:Associate/Senior Associate -(NonTechnical)

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

HDFC LIFE INSURANCE COMPANY LIMITED

HDFC Standard Life Insurance Company Ltd. is one of India's leading private life insurance companies, which offers a range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC Ltd.), India's leading housing finance institution and The Standard Life Insurance Company, a leading provider of financial services from the United Kingdom. Both the promoters are well known for their ethical dealings and financial strength and are thus committed to being a long-term player in the life insurance industry.
View Contact Details+

Recruiter Name:Mr Abhay Dhayagude

Contact Company:HDFC LIFE INSURANCE COMPANY LIMITED

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