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

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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 prospects, 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