Job Description:

Designation-Assistant Manager - Insurer Engagement & Distribution Operations

Grade: Assistant Manager

Department: Retail (POS)

Exp: 4-7 years

Qualification- Minimum Graduation

Reporting : Deputy Manager / Manager / Sr. Manager

Key  Stakeholders: POS Sales Team, Other Cross Functional Team , POS & Insurer

 Scope of Role

• Policy reconciliation & Upload on daily basis in CRM and ensure the same updated in POS account.
• Maintaining the Accuracy, Quality of policy upload in CRM (Defined TAT to be adhered).
• Regular publishing the MIS of upload and highlighting the concerns found while uploading for process improvement.
• Monthly, Quarterly, Yearly Reporting as per defined format from Finance/Respective Owner.
•Ensuring day to day activity is completed, for smooth functioning of workflow and maximum work effectiveness. This may require flexible working hours as per business need.
• Daily, Weekly, MTD, YTD, CTD Business Reporting to defined Internal Group.
• Internal/External Contest/Incentive Data recon and preparation of MIS to share with Finance/IE Support Team for their working and further releasing the payout.
• On Transactional working, regular feedback to be shared with concern team for process improvement (like system enhancement, process change or any other request which enhance the productivity and reduce working hours).
• Closely working with Tech Team for any CR closure and doing the UAT of same as per given suggestion.
• Provide recommendations to update current MIS to improve reporting efficiency and consistency.
• Understand management requirements and accordingly generate the MIS which helps management to take decision about the particular process.
• Work Closely with Internal Customers and fulfill their logical needs.
• Customizing the Report in CRM and accordingly give the requirement to CRM Tech Team for releasing the same on the set time with pre-defined group on regular basis to avoid any manual working/interventions.
• Reconciliation of Receivables & Payables.

* Sales team incentive calculations
• Co-ordination with insurers, Good Comms skills.
Knowledge & Skills Required:

Candidate should have worked in a fast paced Environment.
General Insurance / Broking Domain (POS) Distribution

Operations experience is a must.* Good Insurance knowledge.* Strong follow up skill.* Good Customer relationship skills*Excellent communication skills*Strong domain knowledge* Excellent proven track record, * Strong Team player and should be effective collaborator *Following timelines and completeing assignments as per target dates established*High Accuracy

04 - 07 years of experience