Operations Executive

Job Description
Role Summary: Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention B. Organizational Relationships Reports To Supervises Manager / Senior Manager Field Operations None Tata AIA Life Insurance Co. Ltd Internal use only

Job Description

Job Dimensions
Geographic Area Covered Specified Branch Stakeholders Internal Stakeholders External Sales force (all channels), Finance & Accounts, Branch operations No external interaction to be done excepting agents and BAs C. Key Result Areas Organization process Adhere to cash counter timings Key contributions Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers

Cash & Cheque Collections
policy premium , Reporting , Lodgments and

Accept payment towards premium or agent fees and subsequent
lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. ¢ ¢ ¢ reconciliation, Bounced Cheque management Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. ¢ ¢ Accounting for the same as per the SOP formats Agent commission cheques distribution and management in line with SOP norms. Agent Commission Cheques handover Agent License handling ¢ ¢ Agent licenses distribution and management in line with SOP norms Customer Service Attend to walk-in customer queries and requests and process the same ¢ ¢ Maintain high Branch NPS scores NB Issuance Follow-up and assist distribution channel on policy issuance Service to Sales ¢ ¢ ¢ Do upsell / Cross sell with the help of distribution channel and tap Neew Business opportunity in walk-in customers Support Core UW team by doing the primary Underwriting and achieve daily productivity target UW 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. Tata AIA Life Insurance Co. Ltd Internal use only

Job Description
D. 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 ¢ ¢ ¢ E. Incumbent Characteristics Essential Graduate 2-3 years Desired Qualification Experience Disclaimer: Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink: www.tataaia.com Tata AIA Life Insurance Co. Ltd Internal use only

Role: Operations - Other

Industry Type: Insurance

Department: Customer Success, Service & Operations

Employment Type: Full Time, Permanent

Role Category: Operations

Education

UG: Any Graduate

Key Skills

Life Insurance Operations

About company

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

Role & responsibilities

Preferred candidate profile