Function: [Insert Function]
Department: Sales Operations
Grade Applicable: [Insert Grade]
Role Code: [Insert Role Code]
Reporting to: [Insert Reporting Manager]
Location: [Insert Location]
As a Sales Ops Associate, you will play a critical role in supporting key accounts and relationship managers (RMs) through performance reporting, issue resolution, and coordination across internal teams. This role demands strong analytical, coordination, and service delivery skills to ensure smooth operations and high client satisfaction.
- Prepare multiple MIS and performance reports for key accounts and RMs.
- Coordinate with branches for reconciliation and CD2-related issues.
- Liaise with underwriting, claims, finance, and other internal teams to ensure timely and accurate service fulfillment.
- Oversee documentation and compliance for policy issuance, cancellations, refunds, and endorsements.
- Monitor claim registrations, settlement status, and coordinate with claims teams for fast-track resolutions.
- Handle client queries, escalations, and grievances with a strong focus on resolution and turnaround times (TATs).
