Branch Operations Executive | Tata AIA Life Insurance

Job description

**Hiring for Branch Operations Executives.** **Job Summary** We are looking for dynamic and customer-focused professionals to join our Operations team as **Branch Operations Executives**. The role involves branch operations management, premium collections, customer servicing, policy issuance support, and driving superior customer experience while ensuring adherence to operational guidelines and compliance standards **Key Responsibilities** Customer Service & Operations - Handle walk-in customer queries and service requests. - Deliver best-in-class customer experience and maintain high service standards. - Support customer retention activities and service excellence initiatives. Premium Collections & Cash Management - Manage cash and cheque collections for policy premiums. - Ensure timely lodgment, reconciliation, and reporting of collections. - Handle bounced cheque management activities. - Manage petty cash as per company SOPs and compliance requirements. Policy Issuance Support - Coordinate with sales teams and distribution channels for timely policy issuance. - Ensure smooth processing and documentation support for new busines Sales Support - Identify upselling and cross-selling opportunities from walk-in customers. - Support business generation through customer engagement initiatives. - Convert service interactions into business opportunities. Compliance & Risk Management - Adhere to operational processes and regulatory guidelines. - Participate in risk mitigation and business continuity initiatives. - Identify process improvement opportunities for operational efficiency. Candidate Profile Educational Qualification Any Graduate Experience 2 to 5 years of experience in: - Insurance Operations - Branch Operations - Required Skills - Customer Relationship Management - Branch Operations - Cash Handling & Reconciliation - Policy Servicing - Customer Service - MS Office - Communication Skills - Process Compliance - Cross-selling & Upselling - Team Collaboration Preferred Candidates - Candidates from Life Insurance. - Local candidates preferred for Salem, Chennai, and Tiruchengode locations. - Immediate joiners will be given preference. Recruiter Details **S. Anandan** Manager - Human Resources **anandan.s@tataaia.com** **Interested candidates can share their updated CV with the subject line:** **"Branch Operations Executive - Preferred Location"**