Branch Operations Manager

IndiaFirst Life Insurance Company; Cuttack; On-site; INR 300,000 - 500,000; Full time

Job summary

IndiaFirst Life Insurance Company is seeking a dedicated Branch Admin/HR support professional to ensure smooth functioning of the Branch Office, manage agent licensing and onboarding, and coordinate with Sales and Compliance teams. The role emphasizes customer service, policy document dispatch, and timely renewal activities.

You will handle admin operations, assets, vendor coordination, and ensure adherence to regulatory requirements while supporting branch leadership to achieve issuance targets.

Qualifications

• Experience in managing branch operations and admin processes.
• Strong relationship and customer management skills.
• Keen focus on meeting issuance targets.
• Ability to process agent licensing forms within defined TAT.

Responsibilities

• Manage scrutiny and login of agent recruitment and licensing forms
• Support HR in onboarding / exit activities of employees at Branch Office and management of employee engagement activities
• Ensure new business requirement management and issuance through coordination with relevant stakeholders
• Scanning and scrutiny of physical new business applications within specified TAT
• Sales Support wherever required
• Customer Service (QRC) and CRM management
• Dispatch management of policy documents
• Renewal collection: Outbound tele-calling, coordination with bank branch/ sales and customer visits
• Closure of unclaimed monies
• Claim registration and coordination
• Pre-issuance validation calling (PIVC) for super HNI customers
• Handling audits, adherence to regulatory compliance and support legal activities
• Management of Branch Admin related activities and infra support
• Fixed / IT asset management
• Vendor Management coordinate with Admin and Finance for timely empanelment and payments
• Petty cash management and reconciliation

Skills

Branch operations

Stakeholder coordination

HR onboarding

Customer service

Licensing forms processing

Job description

Role & responsibilities

• Manage scrutiny and login of agent recruitment and licensing forms
• Support HR in onboarding / exit activities of employees at Branch Office and management of employee engagement activities
• Ensure new business requirement management and issuance through coordination with relevant stakeholders
• Scanning and scrutiny of physical new business applications within specified TAT
• Sales Support wherever required
• Customer Service (QRC) and CRM management
• Dispatch management of policy documents
• Renewal collection: Outbound tele-calling, coordination with bank branch/ sales and customer visits
• Closure of unclaimed monies
• Claim registration and coordination
• Pre-issuance validation calling (PIVC) for super HNI customers
• Handling audits, adherence to regulatory compliance and support legal activities
• Management of Branch Admin related activities and infra support
• Fixed / IT asset management
• Vendor Management coordinate with Admin and Finance for timely empanelment and payments
• Petty cash management and reconciliation

Preferred candidate profile

• Smooth and efficient functioning of the Branch Office
• Relationship management
• Customer management
• Achievement of issuance target
• Ensure processing of Agent Licensing Forms within TAT
• Achievement of Renewal and Unclaimed benchmarks
• Management of Administrative activities