Tata Group
Location
Thane | India
Job description
A Position Overview Position Title Assistant Manager - Corporate Business Operations Department Corporate Business Operations Level / Band Assistant Manager B Organizational Relationships Reports to Direct Manager- Corporate Business Operations Matrix Supervises Full Time / Support Staff C Job Dimensions Geographic Area Covered PAN India Stakeholders Internal Sales / Ops External Sales, Corporate Clients, Intermediaries, Insured Members D Key Result Areas New Business & Renewal . Monitoring Data Entry done by the Vendor & do sample QC . Upload of data into System . Cashiering of the new business payments received . Initiating of the medicals wherever applicable with the TPA and clients, followup with client/sales/TPA for the completion of medicals . Liaisioning with the clients and underwriters for completion of underwriting and resolution of any pending or clarifications required. . Publishing of MIS to Sr. Management / sales at agreed frequency . Sample QC of application forms where data is received though Excel . Digital Journeys to be followed up for Issuance and Pending requirement . To check if the documents are saved in record management system Policy Servicing & Refund . Responsible for monitoring of the requests received on the common email id and tracking of the requests received on the email . Maintaining of the tracker and populating of the requests received, allocating the same within the team . Processing of the requests in system received including Name change, DOB change, Sum Assured change, Nominee change etc within agreed SLA and QC limits . Liaisioning with the clients and underwriters for completion of underwriting and resolution of any pending or clarifications required. . Processing Refund request pertaining to company & customer related refunds . Ensuring refund are processed with the agreed timelines Commission Settlement . Responsible for commission settlement process including reconciliation of commission at a policy level, accounting entries, handling of queries from intermediaries GST . Responsible for end to end GST invoicing including sharing of pro-forma and final GST invoices, handling of queries from clients Reconciliations and Controls . Establish appropriate controls in existing and / or new processes . Monitor the processes at regular frequencies for any gaps, implement appropriate corrective actions and monitor the success System Enhancements . Understand the changes resulting from existing product modifications or refiling or new product launches . Continuously look for opportunities to automate existing processes to ensure seamless business delivery . Raising of the requirement with IT and ensuring their timely deployment E Skills Required Technical . Insurance Basics . Good command on MS- Excel, MS-Word Behavioral (Refer Appendix for details) Level 1(rarely / not required) Level 2(required frequently) Level 3(essential for position) Interpersonal skills ü Communication skills ü Creative thinking skills ü Supervising/Leadership skills ü Teamwork Skills ü Influencing skills ü RelationshipBuilding skills ü Decision making skills ü Incumbent Characteristics Essential Desired Qualification Graduation Experience Insurance, Group Operations Appendix - Behavioral Skills Level 1(rarely / not required) Level 2(required frequently) Level 3(essential for position) Interpersonal skills Using skills for resolving conflict, relating well with people and responding accurately Yes Communication skills Effective application of written and oral communication to provide information, gain understanding and maintain effective working relationships Yes Creative thinking skills Ability to think of original, diverse and elaborate ideas Yes Supervising / Leadership skills Using appropriate methods, skills and styles to move others towards task achievement, providing feedback on performance matters and offering opportunity for training and development Yes Teamwork skills Working cooperatively with others, providing support and sharing information and credit Yes Influencing skills Ability to affect or change how someone or something develops, behaves or thinks Yes RelationshipBuilding skills Building and or maintaining friendly, reciprocal and warm relationships with networks of people who may be able to assist in business Yes Decision making skills Ability to choose from among multiple alternatives and to make rational decisions when faced with an emergency situation Yes Others (Please Specify)Job tags
Salary
