We are looking for energetic and customer-focused professionals to join our Operations team as Branch Operations Executives. The role involves branch operations management, premium collections, customer servicing, policy issuance support, and driving superior customer experience while ensuring adherence to operational guidelines and compliance standards
Key Responsibilities
Customer Service & Operations
- Handle walk-in customer queries and service requests.
- Deliver best-in-class customer experience and maintain high service standards.
- Support customer retention activities and service excellence initiatives.
Premium Collections & Cash Management
- Manage cash and cheque collections for policy premiums.
- Ensure timely lodgment, reconciliation, and reporting of collections.
- Handle bounced cheque management activities.
- Manage petty cash as per company SOPs and compliance requirements.
Policy Issuance Support
- Coordinate with sales teams and distribution channels for timely policy issuance.
- Ensure smooth processing and documentation support for new busines
Sales Support
- Identify upselling and cross-selling opportunities from walk-in customers.
- Support business generation through customer engagement initiatives.
- Convert service interactions into business opportunities.
Compliance & Risk Management
- Adhere to operational processes and regulatory guidelines.
- Participate in risk mitigation and business continuity initiatives.
- Identify process improvement opportunities for operational efficiency.
Candidate Profile
Educational Qualification
Any Graduate
Experience
2 to 5 years of experience in:
- Insurance Operations
- Branch Operations
- Required Skills
- Customer Relationship Management
- Branch Operations
- Cash Handling & Reconciliation
- Policy Servicing
- Customer Service
- MS Office
- Communication Skills
- Process Compliance
- Cross-selling & Upselling
- Team Collaboration
Preferre
📌 Branch Operations Executive | Tata AIA Life Insurance (Chennai)
🏢 TATA AIA LIFE INSURANCE
📍 Chennai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.