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 current busines
Sales Support
Identify upselling and cross-selling prospects from walk-in customers.
Support business generation through customer engagement initiatives.
Convert service interactions into business prospects.
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
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