Branch Operations Manager

IndiaFirst Life Insurance Company; New Delhi; On-site; INR 446,000 - 670,000; Full time

Job summary

IndiaFirst Life Insurance Company in New Delhi is seeking a Branch Operations Executive to manage the Banca branch, liaise with support functions, handle branch expenses and renewal collection, and oversee agent recruitment documentation and issuance.

You will collaborate with HR for onboarding/offboarding, coordinate with Sales to resolve policy pendencies, and ensure timely issuance of policies while maintaining compliance and customer service standards.

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

Job description

Role & responsibilities

You will be responsible for overall management of the Banca branch and liaise with support functions for employee engagement activities, manage branch expenses and renewal collection. You need to manage scrutiny and login of Agent recruitment forms and review of documents and generation of BA appointment letters. You also need to engage with Sales for faster resolution of policy pendencies and ensure earliest issuance.

• 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