Operation Executive|Life insurance||Budge Budge

RELIANCE NIPPON LIFE INSURANCE CO,LTD

Designation-Operation Executive

ctc-upto 4 lakhs

Position

Ops Executive (Branch Operations)

Roles and Responsibilities

 Tracking, Follow Ups through telephonic calls & Direct Visits for the collection of Renewal premiums from Customer.

 Verification of New Business Insurance Proposals

 Handing queries from Customers, Salesperson and Agents.

 Retention of Customers from Surrendering / Cancelling the Policies

 Verification and Processing Customer / Agent Servicing Requests & Claims

 Creation of reference leads from Walk In Customers

 Receipting, Reconciliation of premiums through cheque / Cash /Card payments

 Coordination with collection agent / bank to deposit of Cash / Cheque premiums at Bank.

 Data Enrichment and instant adoption-80% of all eligible customer walk-ins

 To ensure process compliance and adherence at the branch

 Manage day-to-day branch administration including housekeeping, maintenance, asset control, discipline, and

payroll.

 Handling Branch Admin, Audits related activities.

 Operational co-ordination with other functional departments