1. assisting and coordinating with sales team and marketing team 2. supporting administrative staff 3. conducting marketing research 4. assisting front office staff in maintaining the office premises, scheduling events, and organizing meetings and appointments, 5. preparing customer balances and reconciling accordingly 6. supporting sales staff in handling and documenting customer accounts 7. documentation and reporting to the marketing department 8. preparing reports on competitor product analysis 9. correcting the discrepancies in the customer account balances, 10. ordering supplies and keeping track of the usage.
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