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 positive 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 quick paced and hyper-growth workplace using agile

methodologies where Customer and Distributor expectations can be changing.

📌 Branch Service Associate Maharashtra
🏢 TeamLease
📍 Maharashtra