Role & responsibilities

- To manage renewals by liaising and collaborating with stakeholders across all levels.
- To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals.
- To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales).
- To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams
- To ensure daily receipt reconciliation & Banking.

- To Manage Branch Activities as per documented branch Processes, ensure Compliances.
- To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests.

- To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any
- To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes

80% Field job meeting customers for renewals.

📌 Branch Operations Executive - Insurance- 3.7 lacs (Guntur)
🏢 Wego Consultants
📍 Guntur