Job highlights

- Graduate with 2-3 years experience in insurance operations and cash/cheque management
- Manage cash counter operations, premium collections, cheque reconciliation, petty cash, agent commission distribution, customer service, and support policy issuance

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001

as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust,

integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At

Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier,

happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work setting.

Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology,

equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment,

where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S.O.A.R. Shape opportunities, Optimize your potential,

Accomplish meaningful work, and Reap holistic growth.

A.

Position Overview

Position Title

Department

Level/ Band

Branch Operations Executive

Operations

Executive -201

Role Summary





- Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced

Cheque management

- - - - Petty Cash Management Support Distribution channels in policy issuance

Service walk-in customer and attend to their service requirements

Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns

Customer retention

B. Organizational Relationships

Reports To

Supervises

Area Operations Head/Territory Operations Head

None

Tata AIA Life Insurance Co. Ltd

Internal use only

Job Dimensions

Geographic Area Covered

Specified Branch

Stakeholders Internal

Stakeholders External

Sales force (all channels), Finance & Accounts, Branch operations

No external interaction to be done excepting agents and BAs

C. Key Result Areas

Organization process

Adhere to cash counter timings

Key contributions

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

¢

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.

¢

¢

¢

¢

reconciliation, Bounced

Cheque management

Safe Key Management

Petty Cash 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 distribution and management in line with SOP norms.

Agent Commission Cheques handover

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 opportunity in walk-in customers

Support Core UW team by doing the primary Underwriting and achieve daily productivity target

UW

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.

Tata AIA Life Insurance Co. Ltd

Internal use only

D. Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

¢

¢

¢

¢

Teamwork Skills

¢

Influencing skills

Relationship Building skills

Decision making skills

¢

¢

¢

E. Incumbent Characteristics

Essential

Graduate

2-3 years

Desired

Qualification

Experience

Disclaimer

Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The is the sole property of

Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink: www.tataaia.com

Tata AIA Life Insurance Co. Ltd

Internal use only

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