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.
Protected 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