- Handle walk-in customers and resolve queries related to policies
- Assist customers with policy issuance, endorsement, and servicing requests
- Provide information on premium payments, due dates, and policy status
- Process requests such as address change, nomination update, revival, surrender
- Verify and validate KYC documents as per compliance requirements
- Ensure accuracy in data entry and documentation
- Guide customers on premium payment options
- Follow up on pending premiums and lapsation cases
- Support renewal collections
- Guide customers on claim procedures and documentation
- Coordinate with claims team for timely processing
- Provide updates on claim status
- Address and resolve customer complaints within TAT
- Escalate unresolved issues to concerned teams
- Maintain proper records of complaints and resolutions