Job Description 1. Shall be responsible to ensure all the policies that are received are booked in the system 2. Coordinate with Partner and ensure that all the discrepancies are cleared with the agreed TATs 3. To analysis the sales and share the key reports as and when required on the sourcing patterns Skills 4. To ensure all the escalation related to the Product bookings are addressed 5. Monthly Data is reconciled with Partner for booking and Payout statement
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