Branch Operations Executive

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Branch Operations Executive

Tata AIA Life
Kolkata, West Bengal
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18 hours ago
Full–time
Role description

Document

APosition Overview

Position Title

Branch Operations Executive

Department

Operations

Level / Band

201 / 251 -Executive / Senior Executive

Role Summary : Responsible for Issuance maximization, Operations support, Back-up operations, Drive new process initiatives.

B Organizational Relationships : Efficiently coordinate between the varioussub functions of the Operations Team to ensure that the efficiency of the process is the highest

Reports To

Branch OperationsIncharge / Manager

Supervises

C Job Dimensions

Geographic Area Covered

Branch office

Stakeholders Internal

Advisors, Agency Managers, Operations-HO,HR,Internal Auditors / Compliance Review team,All Sales Channels

External

TPA's,Claimants,Claims Investigators,Customers,Channel Partners

D Key Result Areas

Organization processes

Key contribution

Issuancemaximisation.
• Ensure new business gets Data Entered at Zone as per SLA.
• Ensure Auto - underwritable case gets issued as per SLA.
• Monitor pending management, resolve collection in co-ordination with Sales.
• Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO.
• To maintain high issuance target.

Operations support.
• Co-ordinate with Scanning hub for timely scanning of branch new business.
• Manage pending scanning and resolution between Sales, Scanning hub and HO U & I.
• Ensure undelivered document management as per process.
• Manage BREs, POS requests, reopening process, uncollected TRs as per process.
• Managefreelook change and cancellation process.
• Monitor branch for undelivered documents / refundcheques and monitor HNI cases and CRM related activities.
• Answer non-routine queries which are not resolved by the front desk.
• Review DCs under TPA tie-up for quality feedback.
• BPQA Audit
• Project test

Back-up operations
• To get acquainted with CSO, DOPS and Cashiering process so to manage back-up of these functions whenreqd..
• To work as back-up of BOI / BOM during absence.
• To get acquainted on administration, facilities, IT and vendor managementissues.

Drive new process initiatives

Undertake process improvements like new business submission, Branch Ops processing, financial transactions, and faster

MIS & Reporting
• Coordinate with Branch and HO for MIS for new business.
• Prepare andanalyse various daily reports and forward to the Operations and channel partners
• Undertake feedback and follow-up review for new business.

Ensure adherence to BOE SOP
• Ensure adherence to BOE SOP
• Conduct training for BA and advisors to increase issuance and pending resolution.

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

E 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

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

2-3 years