You will be responsible for overall management of the Agency branch and liaise with support functions for employee engagement activities, manage branch expenses and renewal collection. You need to manage scrutiny and login of Agent recruitment forms and review of documents and generation of BA appointment letters. You also need to engage with Sales for faster resolution of policy pendencies and ensure earliest issuance.
Manage scrutiny and login of agent recruitment and licensing forms
Support HR in onboarding / exit activities of employees at Branch Office and management of employee engagement activities
Ensure new business requirement management and issuance through coordination with relevant stakeholders
Scanning and scrutiny of physical recent business applications within specified TAT
Sales Support wherever required
Customer Service (QRC) and CRM management
Dispatch management of policy documents
Renewal collection: Outbound tele-calling, coordination with bank branch/ sales and customer visits
Closure of unclaimed monies
Claim registration and coordination
Pre-issuance validation calling (PIVC) for super HNI customers
Handling audits, adherence to regulatory compliance and support legal activities
Management of Branch Admin related activities and infra support
Fixed / IT asset management
Vendor Management coordinate with Admin and Finance for timely empanelment and payments
Petty cash management and reconciliation
📌 Service Manager Branch Operations (Hyderabad)
🏢 IndiaFirst Life
📍 Hyderabad
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