Branch Operations Executive @ TATA AIA Life Insurance

Job description

**Position Title** Branch Operations Executive **Department** Operations **Level/ Band** 201/ 251 Executive/ Senior Executive **Role Summary:** Responsible for Issuance maximization, Operations support, Back-up operations, Drive new process initiatives. **B** **Organizational Relationships:** Efficiently coordinate between the various sub functions of the Operations Team to ensure that the efficiency of the process is the highest **Reports To** Branch Operations Incharge/Manager **Supervises** NA **C** **Job Dimensions** **Geographic Area Covered** Branch office **Stakeholders** **Internal** Advisors, Agency Managers, Operations-HO, HR, Internal Auditors / Compliance Review team, All Sales Channels **External** TPA’s, Claimants, Claims Investigators, Customers, Channel Partners **D** **Key Result Areas** **Organization processes** **Key contribution** **Issuance maximisation.** - Ensure new business gets Data Entered at Zone as per SLA. - Ensure Auto – underwritable case gets issued as per SLA. - Monitor pending management, resolve collection in co-ordination with Sales. - Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO. - To maintain high issuance target. **Operations support.** - Co-ordinate with Scanning hub for timely scanning of branch new business. - Manage pending scanning and resolution between Sales, Scanning hub and HO U & I. - Ensure undelivered document management as per process. - Manage BREs, POS requests, reopening process, uncollected TRs as per process. - Manage freelook change and cancellation process. - Monitor branch for undelivered documents / refund cheques and monitor HNI cases and CRM related activities. - Answer non-routine queries which are not resolved by the front desk. - Review DCs under TPA tie-up for quality feedback. - BPQA Audit - Project test **Back-up operations** - To get acquainted with CSO, DOPS and Cashiering process so to manage back-up of these functions when reqd.. - To work as back-up of BOI/BOM during absence. - To get acquainted on administration, facilities, IT and vendor management issues. **Drive new process initiatives** - Undertake process improvements like new business submission, Branch Ops processing, financial transactions, and faster **MIS & Reporting** - Coordinate with Branch and HO for MIS for new business. - Prepare and analyse various daily reports and forward to the Operations and channel partners - Undertake feedback and follow-up review for new business. **Ensure adherence to BOE SOP** - Ensure adherence to BOE SOP - Conduct training for BA and advisors to increase issuance and pending resolution. **Risk** - Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes **E** **Skills Required** **Technical** **Behavioral** **Essential** **Desired** **Interpersonal skills** **Communication skills** **Creative thinking skills** **Supervising/Leadership skills** **Teamwork Skills** **Influencing skills** **Relationship Building skills** **Decision making skills** **F** **Incumbent Characteristics** **Essential** **Desired** **Qualification** Graduate **Experience** 2-3 years