Operations Officer

Profile / Function :

Operations & Process Management :

• Ensure processes are followed as per the rolled-out SOP
• Discrepancy management across lines of business (LOBs)
• Adherence to TAT for inward and policy issuance
• Ensure productivity (capacity utilization) is 100%+
• Maintain quality control in all operational activities

Audit, Compliance & Controllership :

Achieve satisfactory audit scores for the branch

Ensure banking control and reconciliation closures

Manage petty cash effectively

Process billing for local vendors

Manage cover notes as per guidelines

Adhere to AML (Anti-Money Laundering) guidelines

Maintain all compliance and audit registers as per defined processes

Follow third-party cheque process as per SOP

Customer Centricity :

Effectively resolve customer queries received at the branch

Manage pre-inspection activities

Ease of Doing Business :

Own branch sales support and coordinate effectively with the central team

Be responsible for all branch activities

Maintain a thorough understanding of products, processes, and systems

Share and discuss process changes with all stakeholders at the branch

Conduct IMD connect / visits

Ensure timely archival of records

Projects and Initiatives :

Cross-sell / Upsell : Contribute to top and bottom line through walk-in customers and known sources

Renewal management : Ensure operations code renewal and retention

IMD / Sales team training : Organize training at regular intervals on process, systems, and UW guidelines

Initiatives closure : Identify and deliver process / system improvements via the iThink platform

Capacity utilization : Effectively manage ops resources and load-sharing

UAT feedback : Timely delivery of User Acceptance Testing feedback

Experience Level :

Minimum 2 years of experience in general insurance is a must

Qualifications :

Graduation

Skills Required

Operations Management, Capacity Utilization