Branch Operations Executive

Tata AIA Life Insurance; Nanded District; On-site; INR 450,000 - 600,000; Full time

Job summary

Tata AIA Life Insurance is seeking a diligent operations professional in the Life Insurance Operations domain. The role involves cash counter duties, premium collections, lodgments and reconciliation, and petty cash management, with support to distribution channels for policy issuance.

The ideal candidate will have 2-3 years of experience in Life Insurance or Banking Operations, and will assist in customer service for walk-ins, lead generation, and retention activities.

Qualifications

• Graduate
• 2-3 years of experience in Life Insurance Operations or Banking Operations

Responsibilities

• Adhere to cash counter timings
• Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management
• Petty Cash Management
• Support Distribution channels in policy issuance
• Service walk-in customer and attend to their service requirements
• Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns
• Customer retention & Lead Generation

Education

Graduate

Job description

Role & responsibilities

• Adhere to cash counter timings
• Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management
• Petty Cash Management
• Support Distribution channels in policy issuance
• Service walk-in customer and attend to their service requirements
• Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns
• Customer retention & Lead Generation

Preferred candidate profile

Graduate

2-3 years of experience in Life Insurance Operations or Banking Operations