Branch Operations Executive - Insurance- 3.7 lacs

Wego Consultants

Hyderabad

Presencial

INR 300 000 - 450 000

Tempo integral

Há 11 dias

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Resumo da oferta

Wego Consultants invites applications for a Branch Operations role focused on renewals and customer servicing. You will liaise with stakeholders at all levels, engage customers via calls, messages, emails, and field visits, and coordinate with Sales teams for upselling opportunities.

The position includes ensuring smooth NB case login, daily receipts reconciliation, branch process compliance, and timely maintenance of branch infrastructure to deliver First Time Right service across policy

Responsabilidades

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

Descrição da oferta de emprego

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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