- Handling day-to-day operations activities of branches like
- New business,
- Policy servicing,
- Customer relationship,
- Branch administration
- Renewal collection support.
- New Business related activities includes: Proposal scrutiny, Data entry, Doc Mgmt System, Welcome calling after proposal login and taking follow up from sales team on pending requirements.
- Banking of cash/cheques/DDs are done on a daily basis by BOE. Ensure Cash and Cheque received is well documented through DIS and DCB.
- BOE manages all the documentation to be maintained by branch including all types of bill, New Business related documentation, filing of receipts, couriers etc
- BOE ensure compliance of set guidelines by company and IRDA at Branch level.
- Support and manage agents recruitment done by sales team & manage relevant documentation.
- BOE plays prominent role in taking follow up with customers and Sales people for renewals.
- Policy service request are handled and forwarded to DO by BOEs
- BOEs administrative reporting is to Branch/Area Manager and functionally report to BOC/ROC/RH-Ops/Head at SLIC-HO.
Send resume to tania@jobs-n-jobs.com
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