About the role
Job Description :
1. New Business proposal form processing.
2. Primary underwriting.
3. Customer Service.
4. Renewal Calling
5. Stale Cheque Closure.
6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of
educating about benefits of long term stay and use of retention kit.
7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about
benefits from walk-in customers, renewal calling and at all touch points with customers and achieving
assigned monthly targets.
8. Driving conversion of new business by means of follow-up with sales team on requirements.
9. Driving End to End TAT.
10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer.
11. Riders sourcing from walk-in customers and renewal calling.
12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like
surrender ( part or full), maturity, survival benefit etc. ]
13. Other back office work.
14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of
payments in cash and cheque at branches.
15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person.
16. S2S Service to Sales and cross sell