PHI - Specialist- Branch Service

Handle day-to-day branch functioning as per standard operating procedures: Support in clearing the proposal pendency in collaboration with Sales. Manage premium collection, Deposition, reporting, reconciliation and refund lifecycle journey Manage walk-in customers & distributors with new product enquiry, policy servicing requests, Claim requests Implement process controls to avoid any kind of regulatory, reputational or financial breaches Ensure Compliance with statutory & regulatory requirements Manage administrative expenses of the branch and maintain proper financial records Drive adoption of Digital platforms: Customer App/Portal for self-service Distributor portal/App for customer servicing Revenue: Contribute to business by exploring cross-selling opportunities, lead generation & conversion. Focus on Renewal Collection Distributor Onboarding & Service Trainings Support to Prospective Agent and help navigate smooth onboarding process. Handling distributor queries & escalations. You could be the right candidate if you Have a bachelor s degree from a recognized institute Have good understanding of financial services industry, preferably insurance Able to drive Digital solutions Are not intimidated by the rapidly changing customer or distributor expectations and can keep up with constantly evolving technology solutions Are obsessed with providing Customer and Distributor delight moments and can influence stakeholders in the process Are a highly driven individual who goes that extra mile to deliver an outstanding product to the business team and end users/customers. This could be the gig for you if you Are passionate about bringing truly consumer centric ideas into reality to help customers be healthier; you enjoy spending time with customers to understand what they really want. Have an attentive ear listen to new ideas. Thrive in environments that celebrate co-creation and collaboration. Take help from others when stuck and encourage others when there are setbacks Take full responsibility for your team s contribution output while thinking wing to wing across the organization; to solve for the customer. total experience with up to 5 yrs domain experience in any of these sectors: health, life, general insurance, Banking/NBFCs. What can make you extra special if you Have demonstrable experience in improving customer experience through well managed operations Have walked extra mile in solving business problems by adopting offbeat path Have proven track record of succeeding in complex business environment and helping colleagues succeed as well