operation officer general insurance industry

Job Description:

Designation: Operations Officer
Operational Matrix - Service Delivery & Productivity:

·         Ensure process are followed as per rolled out SOP.
·         Discrepancy Management across LOBs
·         TAT adherence for inward and policy issuance
·         Ensure Productivity (capacity utilization) to be 100%+
·         Quality control
Audit, Compliance & Controllership:

·        Satisfactory Audit score for the branch.
·         Banking Control and Reconciliation closure
. Petty Cash management
·         Process billing for local vendors
·         Cover Note Management
·         AML guidelines are adhered to
·         All the compliance and audit registers are maintained as per process
·         Thirty Party cheque process to be followed as per SOP

Customer Centricity:

·         Effective resolution of customer queries received by the branch
·        Pre-Inspection
Ease of doing business:

·         Own the branch – Sales support and effective coordination with the central team. To

be responsible for all the branch activities

·         Through Understanding of the Products, Processes and Systems.
. Ensure process changes are effectively shared and discussed with other stakeholders

in the branch
* IMD connect/visit
* Timely Archival
Project and Initiatives:

. Cross sell / Upsell - To take the initiative help to add the bottom line as well top line too

through walk-in customer, known sources.

. Renewal Management - Ensure the Ops code renewal retention
. IMD / Sales team Training - Organize training on regular interval for our process and

system updates and UW guidelines

. Initiatives closure - Need to identify the process / system improvement and deliver

through of iThink platform till closure

. Capacity Utilization - Effectively manage the ops resources and organize the load sharing

management.

. UAT Feedback - Timely deliver the UAT feedbacks.

Experience Level:
2 years+ experience in insurance in general insurance is a must