SALES
1 TO HANDLE KANCHIPURAM BRANCH
2 LINES OF BUSINESS RESPONSIBLE
3 GENERAL INSURANCE, HEALTH INSURANCE, LIFE INSURANCE
BUSINESS VERTICALS TO BE COVERED
4 WALKIN BUSINESS,DIRECT MARKETING, POSP CHANNEL
YOU WILL WORK CLOSELY WITH SBH/HO-IT/OPERATIONS/HR AT HO
5 YOU WILL ACTIVELY RECRUIT POSPS
OPERATIONS
QUOTE GENERATION & POLICY ISSUANCE:
1 RESPONSIBLE FOR GENERATING QUOTES & ISSUING 100 POLICIES PER DAY RECEIVED FROM CUSTOMERS.
2 TO GENERATE QUOTES USING SSGIB POSP PORTAL, AS PER PREFERRED INSURER GRID
3 TO PREPARE QUOTE SUMMARY
4 TO FOLLOW-UP WITH CUSTOMER/RM ON THE QUOTES TO GET THE POLICY ISSUED
5 TO COMPLETE KYC IN THE INSURER PORTAL REAL TIME
PAYMENTS & ENDORSEMENTS
1 TO ENSURE END TO END COORDINATION TILL THE PAYMENT IS MADE & TO SHARE THE POLICY COPY TO THE CUSTOMER ON TIME
2 TO COORDINATE WITH CUSTOMERS FOR BREAK-IN CASES FOR DOCUMENTS.
3 TO ENSURE END TO END COORDINATION WITH THE CUSTOMER AND THE INSURER FOR NON FINANCIAL ENDORSEMENTS - ADDRESS CHANGE, SPELLING MISTAKES CORRECTION, POLICY CANCELLATION, ADDITION/DELETION OF COVERS TO EXISTING POLICY, TRANSFER OF OWNERSHIP
CUSTOMER SERVICE
4 YOU NEED TO CONNECT WITH CUSTOMERS ON A DAILY BASIS & ADDRESS THEIR QUERIES ACCORDINGLY AND ESTABLISH LONG-LASTING, TRUSTING CONNECTIONS BY COMMUNICATING PROFESSIONALLY AND EMPATHETICALLY WITH THE CLIENTS.
5 ENSURE CUSTOMER SUPPORT IN RESPECT OF POLICY ENDORSEMENTS, AND CLAIMS.
6 PROVIDE APPROPRIATE SOLUTIONS AND SUBSTITUTES WITHIN THE TIMEFRAMES SPECIFIED AND FOLLOW UP TO ENSURE RESOLUTION.
7 ENSURE ZERO PENDENCY OF POLICIES AT THE END OF THE DAY.
8 MAINTAIN CLIENT INTERACTION LOGS, HANDLE CUSTOMER ACCOUNTS, AND FILE PAPERWORK AS AND WHEN NECESSARY.
9 ANSWERING CALLS AND RESPONDING TO CUSTOMERS APPROPRIATELY.
10 KEEP TRACK OF ALL CUSTOMER INQUIRIES AND FOLLOW UP TO VERIFY THAT ALL QUESTIONS ARE ANSWERED REGARDING CUSTOMER POLICIES
COORDINATION & FOLLOW UP ACTIVITIES
1 TO COORDINATE AND INTERACT WITH INTERNAL & EXTERNAL STAKE HOLDERS ON QUOTES, POLICIES, PORTAL ISSUES, TAGGING RM ID TO POLICIES, CLAIMS AND TRAINING ON PORTALS
DAILY REPORTING
2 TO PROVIDE DAILY REPORT ON THE NUMBER OF TRANSACTIONS HANDLED IN TERMS OF QUOTES, POLICIES
B/ RESOURCES
1 TO RECRUIT ATLEAST 100 POSPS BY M6 OUT OF WHICH ATLEAST 80 TO BE ACTIVE
2 YOU WILL ADMINISTRATIVELY MANAGE THE ALLOCATED DSC
C/ EXPECTATIONS OF RESULTS
1 TO GENERATE 25 LACS OF BUSINESS THRU WALKIN SALES BY M 6
2 TO GENERATE 5 LACS OF BUSINESS THRU POSPS BY M 6
Pay: ₹12,500.00 - ₹15,000.00 per month
Work Location: In person
