Role & responsibilities

* Policy Servicing & Walk-in Management: Provide high-quality assistance to walk-in customers during office hours regarding policy servicing queries and transactions.

* Customer Retention: Retain policyholders (PHs) who visit the branch for surrenders.

* Business & Retention Targets:

- Achieve Renewal Premium (RWP) targets.
- Achieve LAIP targets.
- Convert policyholder payment modes to Autopay.

* Customer Relationship Management: Call and visit policyholders (PHs) as needed for RWP collections, HHID data follow-ups, and registration of Autopay mandates and LAIPs. * Operational Compliance: Maintain accurate documentation and adhere strictly to company processes, operational procedures, and guidelines.

* Cross-Department Collaboration: Coordinate effectively with the sales team for renewal activities, LAIPs, Autopay registrations, and internal operational workflows.

Branch Scope & Scale

-Work Workplace: Collaborate with a sales team of 30+ employees.

-Footfall & Volume: Handle ~1015 walk-in customers daily and oversee a renewal database of approximately 200 policies.

📌 Branch Operations Executive (Ulhasnagar)
🏢 Bajaj Life Insurance
📍 Ulhasnagar