• Ensure TAT of Branch processing (Scrutiny/PID/Receipting/Issuance etc.)
• Ensuring smooth processing at branch level by distributing load with in Team.
• Communicating the rejected proposals to Sales team for clearance.
• Daily proposal inward report.
• Responsible for driving all initiatives on e-Policy.
• PDA reconciliation.s
• Training & inductions.
• Co-ordinating Audits.
• Handling refund processing.
• Cover note Management.
• HO Requirement and Mail Reverts.
• Walk-in register maintenance.
• Deficiency Follow-up.
• QC and POZ Daily.
• Portal Issues Coordination.
• System Slowness Tracking.
• Agri Policy Servicing.
• Rights Management.

• Web ID creation.

• Temp Receipt. • Agency Licensing. • Pre Policy Follow-up. • NCB Recovery Letter. • Endorsements. • PDA reconciliation. • TR Approvals. • IT Calls and Bugs Requirement. • Ensure Timely Dispatch and Archivals. • Daily premium balancing and verification. • MSO co-ordination & visit. • Reconciliation of Floats & Temporary receipts. • Weekly meeting with marketing team/partners. • Online Payments. • BG Recovery. • BASS Attendance. • Archival. • Inter department co-ordination and Stakeholder Engagement. • PIS Generation.