Branch Operations Manager

IndiaFirst Life; Sri Potti Sriramulu Nellore; On-site; INR 300,000 - 540,000; Full time

Job summary

IndiaFirst Life is seeking a dedicated administrator to support HR onboarding and exit activities at the Branch Office, manage employee engagement, and ensure smooth branch operations. The role covers pre-issuance tasks, scrutiny of forms, coordination with stakeholders, vendor and admin management, asset tracking, and timely empanelment and payments.

You will also handle policy document dispatch, customer service tasks, audits and compliance, and renewal collections through outbound calls and

Qualifications

• Life Insurance background is mandatory.

Responsibilities

• Life Insurance background is mandatory.
• 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

Life Insurance background is mandatory.

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