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 current 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.
📌 Branch Service Executive (Thane)
🏢 TeamLease
📍 Thane
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