Branch Operations Assistant

Role & responsibilities

1. Will be responsible for daily offline inwards and scanning to push files to HO for issuance.

2. Should have hawk eye for quality check of file with accuracy.

3. Should be able to comply with all underwriting, process and compliance guidelines and their update from time to time.

4. During month end user should be able to expedite in processing cases as per business volumes.

5. All cheque and cash deposition to be done by day end in system daily along with reconciliation.

6. Maintaining daily cash tally and MIS as per process.

7. Should process files and MIS weekly for RMT and send courier to HO.

8. Check daily discrepancy file and inform sales about the same. Collect resolution and send the same to HO for policy issuance.

9. Tracking of cases, pendency and provide its resolution on time to sales.

10. Accepting all cancellation and endorsements with proper Quality check and sending to HO for processing.

11. Provide support to HO teams other than Ops like Admin / IT etc as per need.

12. Processing all add-on request / assignment send by HO or seniors in team.

Functional Skills Required

1. Typing Speed 25 wpm

2. Microsoft Office skills (Word, Excel, PowerPoint and Outlook) Intermediate

3. Excellent verbal and Written communication

4. Ability to manage conflicts & reconcile differences

5. Sales handling

6. Have handled Policy Issuance and / or endorsement (non-mandatory but additionally preferable)

Perks and benefits

Candidate having at least 1-year General insurance experience and GI market exposure

Interested Candidates kindly share your resumes on vania.rebello@zurichkotak.com