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