1.Understand the format of the reports received from the client. 2.Responsible for Reconciliation of the Reports. 3.Summarize and Analyse the reports received from the client. 4.Understand and take end-to-end responsible for preparing the invoices as per the client requirement. 5.Should have basic Taxation knowledge (TDS, Sales/service Tax). 6.Coordinate with the accounts department internally and externally for day-to-day activities. 7.Understand and strictly follow the clients escalation matrix and SLA (Service Level Agreement). 8.Should maintain end-to-end tracker of all the invoices, disputes, receipts, outstanding, etc Good communication skills (written and verbal). Good knowledge on Taxation.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases