Branch Operations Executive @ TATA AIA Life Insurance

Tata AIA Life Insurance; Srirangam; On-site; INR 350,000 - 550,000; Full time

Job summary

Tata AIA Life Insurance is seeking a Branch Operations Executive in the Operations department. The role focuses on issuance maximisation, providing robust operations support, and acting as a back-up for key processes at the branch office.

You will coordinate with internal teams and external stakeholders to maintain process efficiency and data integrity. Key responsibilities include MIS reporting, adherence to SOPs, and participating in risk mitigation and process improvements.

Qualifications

• Graduate with 2-3 years of experience.
• Strong interpersonal and communication skills.
• Ability to work in a team and lead others.
• Willingness to learn and adapt.

Responsibilities

• Issuance maximisation.
• Operations support to ensure process efficiency.
• Back-up operations across functions.
• Drive new process initiatives and improvements.
• MIS and reporting for operational visibility.
• Ensure adherence to BOE SOP and training for staff.
• Risk mitigation and contingency planning within defined timelines.

Skills

Interpersonal skills

Communication skills

Creative thinking

Supervising/Leadership

Teamwork skills

Influencing skills

Relationship building

Decision making

Education

Graduate

Job description

Position Title

Branch Operations Executive

Department

Operations

Level/ Band

201/ 251 Executive/ Senior Executive

Role Summary

Responsible for Issuance maximization, Operations support, Back-up operations, Drive new process initiatives.

Organizational Relationships

Efficiently coordinate between the various sub functions of the Operations Team to ensure that the efficiency of the process is the highest

Reports To

Branch Operations Incharge/Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Branch office

Stakeholders

Internal

Advisors, Agency Managers, Operations-HO, HR, Internal Auditors / Compliance Review team, All Sales Channels

External

TPA’s, Claimants, Claims Investigators, Customers, Channel Partners

Key Result Areas

Organization processes

Key contribution

Issuance maximisation.

• Ensure new business gets Data Entered at Zone as per SLA.
• Ensure Auto – underwritable case gets issued as per SLA.
• Monitor pending management, resolve collection in co-ordination with Sales.
• Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO.
• To maintain high issuance target.

Operations support

• Co-ordinate with Scanning hub for timely scanning of branch new business.
• Manage pending scanning and resolution between Sales, Scanning hub and HO U & I.
• Ensure undelivered document management as per process.
• Manage BREs, POS requests, reopening process, uncollected TRs as per process.
• Manage freelook change and cancellation process.
• Monitor branch for undelivered documents / refund cheques and monitor HNI cases and CRM related activities.
• Answer non-routine queries which are not resolved by the front desk.
• Review DCs under TPA tie-up for quality feedback.
• BPQA Audit
• Project test

Back-up operations

• To get acquainted with CSO, DOPS and Cashiering process so to manage back-up of these functions when reqd..
• To work as back-up of BOI/BOM during absence.
• To get acquainted on administration, facilities, IT and vendor management issues.

Drive new process initiatives

• Undertake process improvements like new business submission, Branch Ops processing, financial transactions, and faster

MIS & Reporting

• Coordinate with Branch and HO for MIS for new business.
• Prepare and analyse various daily reports and forward to the Operations and channel partners
• Undertake feedback and follow-up review for new business.

Ensure adherence to BOE SOP

• Ensure adherence to BOE SOP
• Conduct training for BA and advisors to increase issuance and pending resolution.

Risk

• Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes

Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

2-3 years