Executive - Operations Group Business

JOB SUMMARY:

Knowledge of complete lifecycle of Group Product Customer Servicing & Compliance Processes:

• Responsible for Issuance & Servicing for Group Credit Life (GCL) & Group Term Life -Master Policy Issuance (GTL, MFI's, Annuity).
• Responsible for Issuance the Renewal portfolio of GTL (Master Policy Holder's)
• Sound Knowledge of Excel is Mandatory
• Responsible for working towards smooth audit & compliance.

• Customer Services Process (Surrender, POS & Customer Cancellation Refund)

• • Ensure adherence to PPHI guidelines for Customer Servicing.
  • Ensure and adherence to the TAT for Customer Servicing processes.
  • Ensure adherence to Surrender & Customer cancellation refund TAT and due diligence checks on sample cases which will be refunded by Group operations team.
  • Train and certify all customer servicing team in process and scripts to ensure high levels of accuracy and compliance to all requirements with superior customer experience.
  • Engage regularly with business partners to monitor and improve performance.
  • Ensure YOY reduction in grievances marked for member issuance errors and delays.
  • Ensure tactical and structural changes to proactively improve accuracy.

MINIMUM EDUCATION :

• Graduate/ Post Graduate

MINIMUM EXPERIENCE:

• At least 1 - 3 years of related experience

JOB SUMMARY:

Knowledge of complete lifecycle of Group Product Customer Servicing & Compliance Processes:

• Responsible for Issuance & Servicing for Group Credit Life (GCL) & Group Term Life -Master Policy Issuance (GTL, MFI's, Annuity).
• Responsible for Issuance the Renewal portfolio of GTL (Master Policy Holder's)
• Sound Knowledge of Excel is Mandatory
• Responsible for working towards smooth audit & compliance.

• Customer Services Process (Surrender, POS & Customer Cancellation Refund)

• • Ensure adherence to PPHI guidelines for Customer Servicing.
  • Ensure and adherence to the TAT for Customer Servicing processes.
  • Ensure adherence to Surrender & Customer cancellation refund TAT and due diligence checks on sample cases which will be refunded by Group operations team.
  • Train and certify all customer servicing team in process and scripts to ensure high levels of accuracy and compliance to all requirements with superior customer experience.
  • Engage regularly with business partners to monitor and improve performance.
  • Ensure YOY reduction in grievances marked for member issuance errors and delays.
  • Ensure tactical and structural changes to proactively improve accuracy.

MINIMUM EDUCATION :

• Graduate/ Post Graduate

MINIMUM EXPERIENCE:

• At least 1 - 3 years of related experience