Branch Operations Executive - Insurance- 3.7 lacs

Wego Consultants

Guntur District

On-site

INR 450,000 - 600,000

Full time

10 days ago

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Job summary

Wego Consultants in India is seeking a branch operations professional focused on renewals and customer servicing. The role involves liaising with stakeholders to manage renewals, connecting with customers through calls, SMS, email, WhatsApp, and field visits to secure renewals, and engaging orphan policyholders for service and upselling opportunities.

The incumbent will ensure smooth NB case login, reconciliations, branch process compliance, and First Time Right delivery on policy requests,

Responsibilities

To manage renewals by liaising and collaborating with stakeholders across all levels.
To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals.
To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales).
To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams
To ensure daily receipt reconciliation & Banking.
To Manage Branch Activities as per documented branch Processes, ensure Compliances.
To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests.
To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any
To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes

Job description

Role & responsibilities

To manage renewals by liaising and collaborating with stakeholders across all levels.
To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals.
To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales).
To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams
To ensure daily receipt reconciliation & Banking.
To Manage Branch Activities as per documented branch Processes, ensure Compliances.
To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests.
To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any
To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes

80% Field job meeting customers for renewals.

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