Branch Operations Manager

IndiaFirst Life; Krishnagiri District, Tirunelveli, South Delhi; On-site; INR 350,000 - 550,000; Full time

Job summary

IndiaFirst Life Insurance Company is seeking a role focused on ensuring smooth branch operations, adherence to processes, and strong stakeholder coordination. Responsibilities include agent licensing form scrutiny, HR onboarding/offboarding support, customer service, and admin management across the branch.

The candidate will drive renewal and unclaimed benchmarks, oversee policy document dispatch, and coordinate with sales, risk, and legal teams to maintain regulatory compliance and efficient

Qualifications

• Efficient functioning of the Branch Office.
• Timely processing of agent licensing forms within TAT.
• Achievement of renewal and unclaimed benchmarks.
• Effective admin management and coordination with various stakeholders.

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

Relationship management

Customer management

Branch operations

Target achievement

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