Branch Operations Executive | MBA Fresher |

Kotak Life Insurance; Karur; Vor Ort; INR 180.000 - 320.000; Vollzeit

Zusammenfassung

Kotak Life Insurance in Tamil Nadu seeks a diligent back-office associate to support policy processing, underwriting, and customer service across branches. You will handle premium receipts, document verification, and coordination with sales and medical teams.

The role focuses on timely end-to-end tasks, including ECS enrollment, surrender-related activities, and banking of cheques and cash. Strong accuracy, attention to detail, and a customer-centric approach are essential.

Aufgaben

• New Business proposal form processing.
• Primary underwriting.
• Customer Service.
• Renewal Calling
• Stale Cheque Closure.
• Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit.
• ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.
• Driving conversion of new business by means of follow-up with sales team on requirements.
• Driving End to End TAT.
• Medical Co-ordination in medical proposal forms with medical center, sales team and customer.
• Riders sourcing from walk-in customers and renewal calling.
• Follow-up with customers for arranging Direct Credit documents towards all types of pay‑outs [ like surrender ( part or full), maturity, survival benefit etc. ]
• Other back office work.
• Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and cheque at branches.
• Banking of cheque and cash collected on previous day thru Bank appointed pick‑up person.

Jobbeschreibung

Job Descriptions:

• 1. New Business proposal form processing.

• 2. Primary underwriting.

• 3. Customer Service.

• 4. Renewal Calling

• 5. Stale Cheque Closure.

• 6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of

• educating about benefits of long term stay and use of retention kit.

• 7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about

• benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.

• 8. Driving conversion of new business by means of follow-up with sales team on requirements.

• 9. Driving End to End TAT.

• 10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer.

• 11. Riders sourcing from walk-in customers and renewal calling.

• 12. Follow-up with customers for arranging Direct Credit documents towards all types of pay‑outs [ like surrender ( part or full), maturity, survival benefit etc. ]

• 13. Other back office work.

• 14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and cheque at branches.

• 15. Banking of cheque and cash collected on previous day thru Bank appointed pick‑up person.