- To maintain record of all insurance products and sale of insurance policy through proper system.
- To support Business Partners and other staff by arranging and giving various training.
- To provide required Quote, Pre & Post Sales Servicing to Relationship Manager ,Business Partner & customers through given process. You need to provide quote on the same day of request and asap.
- You need to maintain free look cancellation and other cancellation data. Accordingly recover an amount from respective Persons i.e. Business Partner/RM etc.
- To do various communication to Relationship Manager and Business Partners for their better productivity as a support.
- To provide various calculations to account team for making payout to respective people.
- To do data entry into the Saiba system or any other system on daily basis. You need to provide various reports through Saiba or any other system as and when required.
- You need to generate various reports, which are necessary to submit to IRDAI. You need to maintain a calendar of submission for the same.
- To maintain good relationship with internal and external staff for more productivity.
- To focus and to plan activity to collect renewal premium through tele calling, Email, Sms etc with the help of Relationship Manager, Business Partners etc.
- To help Business Partners in claim settlement through fast coordination with respective Insurance companies.
- You will be one point contact for all insurance companies and for Relationship Manager, Business Partner etc.
- 2/3 years of experience in handling insurance Operation with any Broking firm.
- Knowledge of Saiba Software and other software is necessary.
- Cool headed person who can handle different kind of Relationship Manager/Business Partners/staff with respect.
- Smart in communication & coordination, computer literate is must, ready to travel daily within city for various coordination with insurance companies.
- Good knowledge of various types of Claims and Insurance products are desirable.
- Good Tele communication skill.
- Knowledge of insurance policy issuance process, pre & post sales services and operation will be an added advantage.
Salary: Not Disclosed by Recruiter
Functional Area: ITES, BPO, KPO, LPO, Customer Service, Operations
Role Category: Operations
Role: Operations Manager
Employment Type: Full Time, Permanent