Customer Service & Operations
Jul-2011 To
Sep-2013
2 years 2 months
- • Manage multiple locations for customer service and back end transactions
• Branch Operations includes Underwriting, medical tracking, Policy issuance, renewals, Advisor Management and servicing, Branch audits, Doctor Management, Customer service, Rural projects, Sales training.
• Ensuring six sigma levels in Service and other processes, Review of quality of closure of the customer queries, requests and complaints with in prescribed TATs
• Ensuring process adherence in various levels and to meet the branch targets
• Periodic meetings with customers and advisors to ensure customer satisfaction
• Periodic internal audit of branches and spokes attached to HUB
• Strict process adherence and AML implementation across functions with NIL deviation & compliance to labor laws
• Vendor Management, cost cutting, remote management of scattered branches, weekly branch visits.
• Undertake verification and signing off of daily reports, receipts and banking activities including log & reject data, audit trail reports etc
• Manage teams for daily cash and Cheque transactions and close the days balance as per the audit and compliance requirements for all the branches.
• End to End accounting and Preparation of BRS, Suspense Reconciliation, Cost MIS, Budgeting
• Identifying Training needs of the sales staff by having discussions with local sales leadership.
• Performance review of the team on quarterly basis and feedback
• Training leading & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets
- Got Claims Excellence award.
Top Performer.
Top Branch Team Player.