Assistant Manager
Platinum Insurance Broker
Total years of experience :13 years, 7 Months
Life Operations
* Maintained professional and productive relationships with
clients and the insurance providers
* Guided the team to provide additional support to department
including responding to customer enquiries, check processing
and other various tasks
* Managed client relations and resolved issues for all insurance
processes
* Coordinated with advisors regarding client’s grievances and
the provider’s notifications
* Responsible for life operations department for new
application processing, Policy Issuance and Policy servicing
* Primary contact for coordinating all life enquiries with life
advisors, insurance providers and Financial Institutions
* Responsible for arranging for a verification call with the
concerned client
* Undertakes the basic underwriting process
* Updating of MIS and maintaining Digital/physical records
* Responsible for policy changes, premium payments,
premium overdue, lapsed policies, Orphan policies and
claims processing, partial/full withdrawal of the policies
* Handled client’s complaints and coordinated with relevant
team/provider to seek solutions
Responsible for the Whole payroll process for designated companies
* Calculate the final dues for leavers or transferred employees in
accordance with local laws and procedures.
* Preparation of Company Quotations and letters.
* Manpower planning on the basis of company requirements.
* Coordinating with the consultancies regarding the job openings.
* Short listing the resumes of the Qualified Candidates.
* Conducting interviews for the short listed candidates.
* Fixing the Salary, allowances, agreement and offer letter.
* Checking the expense of the field staff and sales executives.
• Scrutinizing application forms for Underwriting and Non Underwriting proposals through Wonders and authenticity of the same. (New Business Level)
• Activities such as Conversion, Cancellation, Withdrawals, Proposal Alteration, Rate Up Alteration
• Managing Policy servicing activities like Minor alteration, Major alteration, Assignments, Look-in, Lapsation, Unit Linked and conventional surrender, Partial withdrawals, Revivals, Unit Linked Instruction and Fund value processing.
• Analysis of various error and audit files.
• Preparation of reports for Lapsation, Fund Value File.
• Ensuring timely processing of all activities to avoid process deviations.
• Replying to branch queries and liaising with internal and external customers within set TATs.
• Processing fax set ups and further requirements on fax for urgent conversions.
• Preparing monthly MIS reports on mails received on branch helpdesk ID.
• Helped branches in handling external customers by replying and attending branch calls promptly.
• Handled external customers for their requests and complaints.
• Coordinating with other departments to provide end to end solutions to branches.
• Checking policy servicing transactions processed by users.
• Analysis and taking corrective actions on various control reports.
• Preparation of process notes for further reference.
• Preparation and publishing monthly productivity and quality reports for entire Operations team.
• Preparation of Dashboard and Time motion for Operations team sent to management.
• Analysis of Audit files and providing inputs to internal Auditors from Operational point of view.
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courses: ADDITIONAL CERTIFICATION Insurance Institute of India Licentiate & Associateship