Customer Service Executive-Operations-Borivali
Location: Borivali - Mumbai, Maharashtra, India
Job Description:
- The purpose of this role is to log in complete customer applications to contribute to speedy issuances carry out financial/accounting transactions render
- defined services to the customers at the branch level be a SPOC for advisors in furnishing renewal & lapse information to help augment renewal income of the branch and provide sales support to Branch Head / Relationship Head to coordinate for requirements with branch sales force.
- Carry out the receipting process accurately of fresh applications and renewal premium within timelines as per the set process.
- Carry out the banking and reconciliation process of policy cash/Cheque/DD as per guidelines.
- Handle petty cash and third party vendor and employee reimbursement as per guidelines.
- Handle the Advisors servicing in coordination with Distribution Management team as per guidelines.
- Handle the New Business log in at the branch as per the New Business and
- Underwriting guidelines to ensure high levels of input accuracy and support in enhancing the issuance to submission ratio.
- Act as a SPOC between Customer and Head office to ensure speedy and quality customer service.-Provide support in Customer Services & Persistency Management.
- Handle MIS process and document management pertaining to Operations & Accounts.
- Render sales support to Branch Head / Relationship Head to ensure smooth business Issuance.
Qualifications: Graduate