1. New Business implementation 2. To coordinate with CRM's & Front end Executives for managing the day to day operations 3. To ensure the completion of Registrations/renewals/amendment under various act through the executives on time. 4. To ensure the closure of notices/inspections/summons without further consequences. 5. To review the compliances status with the CRM's/front end executives on regular basis. 6. Regular Client Coordinations for routine operations through phone/mails. 7. To ensure the Daily MIS of the team to reaches back office every day. 8. Monthly MIS submission to the cleints 9. To send the customer connect monthly in appropriate manner. 11. To confirm the billing MIS to the back office/finance for monthly invoice through the team. 12. To ensure the submission of invoice/debite note every month through the CRM's 13. To collect the outstanding directly & through CRM's 14. To ensure the settlemnt of advances within the time frame for the front end executives 15. Team Building & resuffling of the team incase of any resignations/transfer etc.. 16. To maintain a good and professional relationship with the client coordinators. 17. To have a good liaisoning skills with the govt authorities. 18. To meet the clients periodically as per the agreed timeline. 19. To prepare the minutes of meetings and send to the meeting participants in 24 hours 20. To ensure the completion of minutes of meeting through the team within the commited time. 21. To conduct contractors audit and prepare the reports periodically 22. To prepare the presentation for the reveiw of compliances
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