Job Description
We are seeking a proactive Branch Operations Executive to manage renewals and branch activities. This role is a blend of field and administrative work, with a strong focus on customer service and 'service to sales' through relationship management. The ideal candidate will be adept at communication and problem-solving, ensuring smooth operations and high customer retention.
Key Responsibilities
- Manage renewals by collaborating with stakeholders across all levels.
- Connect with customers through various channels like voice calls, SMS, email, WhatsApp, and field visits to facilitate renewals.
- Engage with orphan policyholders to provide service, handle renewals, and refer upselling opportunities to the sales teams.
- Ensure the smooth login of New Business (NB) cases and resolve any discrepancies with the sales teams.
- Reconcile daily receipts
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