Role & responsibilities:-

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 new 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

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- 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.




- Handling distributor queries & escalations.

Preferred candidate profile :-

- Have a bachelors degree from a recognized institute
- Have basic in understanding financial services industry, with good understanding on branch insurance

operations/service

- Have knowledge and experience in managing insurance operations
- Are not intimidated by the rapidly changing customer or distributor expectations and can keep up

with constantly evolving technology solutions

- Able to think on your feet to navigate through the ecosystem and deliver solutions

Are obsessed with providing Customer and Distributor delight moments and can influence

stakeholders in the process

• Are a highly driven individual who goes that extra mile to deliver an outstanding product to the

business team and end users/customers.

• Demonstrate the ability to work in a fast paced and hyper-growth workplace using agile

methodologies where Customer and Distributor expectations can be changing.

📌 Branch service associate (Maharashtra)
🏢 TeamLease
📍 Maharashtra