Branch Service Associate

As a Branch Service Associate, your typical week might include the following

• Handle day-to-day branch functioning as per standard operating procedures:

- Support in clearing the proposal pendency in collaboration with Sales.
- Manage premium collection, Deposition, reporting, reconciliation and refund lifecycle

journey

- Manage walk-in customers & distributors with recent product enquiry, policy servicing

requests, Claim requests

- Implement process controls to avoid any kind of regulatory, reputational or financial

breaches

- Ensure Compliance with statutory & regulatory requirements
- Manage administrative expenses of the branch and maintain proper financial records

o

• Drive adoption of Digital platforms:

- Customer App/Portal for self-service
- Distributor portal/App for customer servicing

• Revenue:

- Contribute to business by exploring cross-selling opportunities, lead generation &

conversion.

- Focus on Renewal Collection

• Distributor Onboarding & Service Trainings

- Support to Prospective Agent and help navigate smooth onboarding process.

📌 Branch Service Executive (Maharashtra)
🏢 TeamLease
📍 Maharashtra