Operations Executive

Job description

Role Summary:
Adhere to cash counter timings
Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced
Cheque management
Petty Cash Management
Support Distribution channels in policy issuance
Service walk-in customer and attend to their service requirements
Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns
Customer retention
B. Organizational Relationships
Reports To
Supervises
Manager / Senior Manager Field Operations
None
Tata AIA Life Insurance Co. Ltd
Internal use only

Job Dimensions
Geographic Area Covered
Specified Branch
Stakeholders Internal
Stakeholders External
Sales force (all channels), Finance & Accounts, Branch operations
No external interaction to be done excepting agents and BAs
C. Key Result Areas
Organization process
Adhere to cash counter timings
Key contributions
Adhere to cash counter timings as mentioned in the SOPs.
Control the entry/exit into the cashier room through entry into
registers

Cash & Cheque Collections
policy premium , Reporting ,
Lodgments and

Accept payment towards premium or agent fees and subsequent
lodgment of the same on the next day.
Perform EOD checks for collections in accordance with SOP.
TR Stationary Management.

¢
¢
¢
reconciliation, Bounced
Cheque management
Safe Key Management

Petty Cash Management
Recording of Petty cash, subjected to approved items mentioned
on the lists as per the SOP.
¢
¢
Accounting for the same as per the SOP formats
Agent commission cheques distribution and management in line
with SOP norms.
Agent Commission Cheques
handover
Agent License handling
¢
¢
Agent licenses distribution and management in line with SOP
norms
Customer Service
Attend to walk-in customer queries and requests and process the
same
¢
¢
Maintain high Branch NPS scores
NB Issuance
Follow-up and assist distribution channel on policy issuance
Service to Sales
¢
¢
¢
Do upsell / Cross sell with the help of distribution channel and tap
Neew Business opportunity in walk-in customers
Support Core UW team by doing the primary Underwriting and
achieve daily productivity target
UW
Risk
Participate in risk mitigation plans, contingency planning, business
continuity programs by executing and reporting within defined
timelines. Highlight and recommend process gaps, flaws and
process changes.
Tata AIA Life Insurance Co. Ltd
Internal use only

D. Skills Required
Technical
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership
skills
¢

¢
¢
¢
Teamwork Skills
¢
Influencing skills
Relationship Building skills
Decision making skills
¢
¢
¢
E. Incumbent Characteristics
Essential
Graduate
2-3 years
Desired
Qualification
Experience
Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers
through official Tata AIA communication channels to avoid fraud. The job description is the sole property of
Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are
forbidden. To know more about Tata AIA Life, click on the weblink: www.tataaia.com
Tata AIA Life Insurance Co. Ltd
Internal use only

Role: Operations - Other

Industry Type: Insurance

Department: Customer Success, Service & Operations

Employment Type: Full Time, Permanent

Role Category: Operations

Education

UG: Any Graduate

Key Skills

Life Insurance Operations

About company

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion .Role & responsibilities

Preferred candidate profile