Branch Service Manager - Health Insurance

Role & responsibilities

• To manage renewals by liaising and collaborating with stakeholders across all levels.
• To Connect with the allotted customers through Voice calls / SMSs / E-mails / Whatsapp / Field visits / etc for renewals.
• To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales).
• To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams
• To ensure daily receipt reconciliation & Banking.
• To Manage Branch Activities as per documented branch Processes, ensure Compliances.
• To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests.
• To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any
• To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes

Skills Required

Customers Service, Sales, Upselling, resolving issues , Risk Assessment, Analyzing, Banking Operations