Job Description
Branch Operations
Log-in of proposal / application forms for all business verticals on daily basis
Log-in and issuance of GI Policies in CRM
Daily monitoring of existing processes and ensuring completion within defined TAT
Generation of CTF, ATF, RTF and DTF on daily basis
Maintaining business quality - reduce error rate for maximising revenue
Business solicitation / lead generation
Verification of Proposal Forms and other documents
Any other act, deed or things as may be delegated or advised from time to time
B. Cash Management
Premium acceptance and issuance of money receipt as per current HO Guidelines
Currency verification at the time of premium acceptance
Verification of third party cheque /
Requirements
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General
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