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Branch Operation Executive

Keywords / Skills : Branch Operation Executive, sales, Managing & tracking , Monitoring and managing Quality

0 - 6 years
Posted: 2019-10-20

Industry
IT/Computers - Software
Function
Sales/Business Development
Role
Business Development Manager
Posted On
20th Oct 2019
Job Ref code
JPC028067
Job Description
Job Description :

Job Description: JOB DESCRIPTION
Rev. No: Date:17thDecember, 2015 Doc. No: Owner:

Basic Information
Position Title Branch Operations Executive Grade/Level Branch Operations Executive
Department Branch Operations Location
Business ETLI Number of Units in Business NA
Total Headcount (Direct) Supervised 2 Total Headcount (Direct / Indirect) Supervised 2
Organizational Relationships
Position reporting to Regional Operation manager
No. of Direct Reports
Job Purpose
• The role acts as an interface with Insurance Company, Sales Force & Customers
• The role is responsible for managing daily branch Activities as per the SOPs and adherence to the processes
• The role is also responsible for managing small team and providing on the job training to officers
• Responsible for heading daily activities of proposal form logins, follow-ups and support function to sales
• Effective implementation of processes & initiatives and daily reconciliation
Key Responsibilities
Managerial Responsibilities • Setting goals for the team and monitoring the performance of the team regularly
• Motivating the team for enhanced performance
• Conducting trainings for the team on need basis
Functional Responsibilities • Daily reconciliation and status updates of policy logins
• Maintenance of trackers for policy tracking on a daily basis
• Coordination with Branch, Sales and HO
• Effective coordination for pending cases of new business & agent onboarding process
• Managing persistency ratio at respective branches
• Managing & tracking of customer requests & ensuring timely closures
• Monitoring and managing Quality & TAT for processes
• Proper filing of documents for audit
Job Requirements
Qualifications Graduate/MBA
Experience 1 year
Functional Competencies • Good understanding of emerging trends & addressing industry requirements to achieve organizational objectives & profitability norms
• Knowledge of Insurance
• Basic knowledge about MS office Excel, Word and PowerPoint
Behavioral Competencies • Interpersonal skills
• A proactive learner
• Focused on customer satisfaction
• A self-motivated team player
• Strong communication skills
• Relationship management skills
• Problem solving skills
Key Interactions
Internal Nature or purpose of interaction
Audit and compliance , Sales, Operational Team Reporting under • Maintaining required documentation in appropriate manner for audits
• Regular checks and feedback to RA
• Regular interactions with ROM, customers, sales team and HO on effective management of processes & new changes and initiatives
• Effective coordination with field staff for timely closures
• Regular discussions with Field staff with the Operational Feedback.
• Effective after sales services to the existing and new clients up to their fullest satisfaction
External Nature or purpose of interaction
Vendor • Local Vendor coordination
Clients • Handling Customer request and Grievances
• Personal visits for "Sampark"

Documented By Aon Hewitt
Approved By
Key Skills: JOB DESCRIPTION
Rev. No: Date:17thDecember, 2015 Doc. No: Owner:

Basic Information
Position Title Branch Operations Executive Grade/Level Branch Operations Executive
Department Branch Operations Location
Business ETLI Number of Units in Business NA
Total Headcount (Direct) Supervised 2 Total Headcount (Direct / Indirect) Supervised 2
Organizational Relationships
Position reporting to Regional Operation manager
No. of Direct Reports
Job Purpose
• The role acts as an interface with Insurance Company, Sales Force & Customers
• The role is responsible for managing daily branch Activities as per the SOPs and adherence to the processes
• The role is also responsible for managing small team and providing on the job training to officers
• Responsible for heading daily activities of proposal form logins, follow-ups and support function to sales
• Effective implementation of processes & initiatives and daily reconciliation
Key Responsibilities
Managerial Responsibilities • Setting goals for the team and monitoring the performance of the team regularly
• Motivating the team for enhanced performance
• Conducting trainings for the team on need basis
Functional Responsibilities • Daily reconciliation and status updates of policy logins
• Maintenance of trackers for policy tracking on a daily basis
• Coordination with Branch, Sales and HO
• Effective coordination for pending cases of new business & agent onboarding process
• Managing persistency ratio at respective branches
• Managing & tracking of customer requests & ensuring timely closures
• Monitoring and managing Quality & TAT for processes
• Proper filing of documents for audit
Job Requirements
Qualifications Graduate/MBA
Experience 1 year
Functional Competencies • Good understanding of emerging trends & addressing industry requirements to achieve organizational objectives & profitability norms
• Knowledge of Insurance
• Basic knowledge about MS office Excel, Word and PowerPoint
Behavioral Competencies • Interpersonal skills
• A proactive learner
• Focused on customer satisfaction
• A self-motivated team player
• Strong communication skills
• Relationship management skills
• Problem solving skills
Key Interactions
Internal Nature or purpose of interaction
Audit and compliance , Sales, Operational Team Reporting under • Maintaining required documentation in appropriate manner for audits
• Regular checks and feedback to RA
• Regular interactions with ROM, customers, sales team and HO on effective management of processes & new changes and initiatives
• Effective coordination with field staff for timely closures
• Regular discussions with Field staff with the Operational Feedback.
• Effective after sales services to the existing and new clients up to their fullest satisfaction
External Nature or purpose of interaction
Vendor • Local Vendor coordination
Clients • Handling Customer request and Grievances
• Personal visits for "Sampark"

Documented By Aon Hewitt
Approved By

About Company

Arminus Software Private Limited
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