Organization process

Key contributions

Adhere to cash counter

timings

- Adhere to cash counter timings as mentioned in the SOPs.
- Control the entry/exit into the cashier room through entry into

registers

Cash & Cheque Collections

policy premium , Reporting ,

Lodgments and

reconciliation, Bounced

Cheque management

Petty Cash Management

- Accept payment towards premium or agent fees and subsequent

lodgment of the same on the next day.

- Perform EOD checks for collections in accordance with SOP.
- TR Stationary Management.
- Safe Key Management
- Recording of Petty cash, subjected to approved items mentioned

on the lists as per the SOP.

- Accounting for the same as per the SOP formats

Agent Commission Cheques

handover

- Agent commission cheques distribution and management in line

with SOP norms.

Agent License handling





- Agent licenses distribution and management in line with SOP

norms

Customer Service

- Attend to walk-in customer queries and requests and process the

same

- Maintain high Branch NPS scores

NB Issuance

- Follow-up and assist distribution channel on policy issuance

Service to Sales

- Do upsell / Cross sell with the help of distribution channel and tap

Neew Business chance in walk-in customers

UW

- Support Core UW team by doing the primary Underwriting and

achieve daily productivity target

Risk

- Participate in risk mitigation plans, contingency planning, business

continuity programs by executing and reporting within defined

timelines. Highlight and recommend process gaps, flaws and

process changes.

📌 Branch Operations Executive (Bhavnagar)
🏢 TATA AIA LIFE INSURANCE
📍 Bhavnagar