Branch Operations and Service Manager

☞ Bajaj Allianz General Insurance Company

見る: 106

更新日: 06-05-2024

場所: Ahmedabad Gujrat

カテゴリー: 金融/銀行/株 人事

業界: Insurance

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仕事内容

  • Branch Operations Efficiency
  • Monitor daily branch operational activities to ensure a healthy Branch Score Card Score.
  • Manage Premium received for the branch. Receipting & Deposition of Premium to be done accurately on a daily basis.
  • Ensure proposals are processed within TAT & as per quality norms.
  • Scrutinize the proposals and ensure it is First Time Right with Document QC
  • Digitization & External Issuance
  • Train and update our business stakeholders on new IT enablement to adopt online policy issuance
  • Take ground level and market practices for continuous improvements - External Issuance Support & Enablement and Partner trainings
  • Compliance & Hygiene
  • Ensure organizational/ regulatory compliance and close Audit findings if any.
  • Maintain records at all times and ensure timely archival of the same
  • Ensure financial integrity is maintained in the customer deposit accounts CDA with us and no undue premium lying
  • Manage Branch Administration responsibilities effectively & efficiently, in terms of hygiene and upkeep of maintenance tasks if required
    • Branch Hygiene & Compliance
    • PDA, CDA & Archival
  • Servicing
  • Resolution of queries received either through walk-in or any of our grievance redressal system in a time-bound manner
  • Ensuring timely in-warding of Health Claim documents, to service the claims in time bound manner
  • Policy delivery status are maintained at all times and efforts done to clear the RTO policies
  • Operating Rhythm
  • Visit business partners regularly and engage them so as to maintain healthy relationships and act as a solution provider to their issues and help them in their operational support
  • Organize Open houses to check ground level feedbacks and issues and provide the solutions.
  • Organize in-house meets to update our business teams and other functions on new initiatives and developments
  • Training & Development
  • Identify training needs of the team and create opportunities to enhance functional knowledge
  • Review individual performances and set the expectations from the team
  • Branch operations
  • Monitor day to day operations at branches and guide the team to ensure they meet all service parameters for internal and external customers.
  • Ensure uninterrupted policy inwarding at all locations and smooth movement to HUB for policy issuance.
  • Review and analyze daily transaction reports and recommend action on potential lapses to proactively course correct and maintain desired productivity levels.
  • Identify areas of process improvement via feedback from stakeholders like corporate agents, banks and other channel intermediaries, to enable continuous improvement.
  • Bring in new ideas for process improvements and implement new technology to optimize processes and resources.
  • Handle issues which have been escalated via hierarchy and guide subordinates to take preventive actions.

  • Stakeholder management
  • Build relationship with all channel partners to ensure strengthening of business relationship, proactive identification of possible escalations/issues and identification of improvement opportunities
  • Advise respective functional teams on corrective actions such as blacklisting any agents on cases of irregularities or delinquencies
  • Branch Audit and Review
  • Review performance metrics for the Branch, periodically to identify issues and take corrective measures.
  • Ensure locations meet all the parameters of Branch Score Card (Collection, Depositions within 24 hrs, Inwarding, Sample QCs, Deficiency management).
  • Ensure Branch Compliances are met as per the set parameters.
  • Review and close all audit observations to ensure continuous improvement and compliance.
  • Team Management and Development
  • Lead the operations team of all assigned branches and guide them in their day-to-day activities to ensure smooth business as usual.
  • Sharing best practices among the Branch In-charges to keep them motivated and to deliver best of their capabilities
  • Participate in recruitment process to identify the right talent
  • Establish individual performance expectations and regularly review individual performance of the team
  • Identify and create development opportunities for team members to enhance functional knowledge
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締切: 20-06-2024

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