CUSTOMER RELATIONSHIP OFFICER

Job Description

ROLES & RESPONSIBILITIES OF CRO

Role Name / Designation-CUSTOMER RELATIONSHIP OFFICER

Function / Department-Customer Service

Grade-EXECUTIVE

Reporting To Functionally Administratively-Head Customer Advisory & Customer Service Branch Head

Purpose of the Role-Attend customer enquiry at branch and follow customer processes / service delivery instructions by applying all standard checks and controls.

Key Functional Responsibilities of the Role -

A. Branch Operations

1 Log-in of proposal / application forms for all business verticals on daily basis in SFDC

2 Log-in and issuance of GI Policies in ITGI CRM

3 Daily monitoring of existing processes and ensuring completion within defined TAT

4 Generation of CTF, ATF, RTF and DTF on daily basis

5 Maintaining business quality - reduce error rate for maximizing revenue

6 Business solicitaion / lead generation

7 Verification of Proposal Forms and other documents

8 Any other act, deed or things as may be delegated or advised from time to time

B. Cash Management

1 Premium acceptance and issuance of money receipt as per current HO Guidelines

2 Currency verification at the time of premium acceptance

3 Verification of third party cheque / authenticity of instrument

4 Accounting of Business Collection at branch office

5 Banking of Business Collection within defined TAT for all business verticals

C. Regulatory & Compliance

1 To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct

2 Submission / despatch of Proposal & Application Form to Principal / Partner & RTA within defined TAT

3 Complete Televerification within defined TAT

D. Customer Servicing

1 Acceptance and processing of Customer Service Requests with defined TAT

2 Attending and resolving Customer enquiry / grievances through laid down process / guidelines

3 Tracking & monitoring of renewal dues, both for all business verticals

4 Extend support in managing Customer Day Activities

5 Extend support on post sales services

E. Administrative Responsibility

1 Timely SOD & EOD in SFDC on daily basis.

2 Carry out different organizational activities at branch level

3 Provide administrative support to branches in coordination with HO

4 Possess and handle keys of branch Safe and Branch office premises

5 Responsible for opening and closing of branch office on daily basis

Reporting To Functionally Administratively

Head Customer Advisory & Customer Service Branch Head

Purpose of the Role

Attend customer enquiry at branch and follow customer processes / service delivery instructions by applying all standard checks and controls.

Key Functional Responsibilities of the Role

A. Branch Operations

1 Log-in of proposal / application forms for all business verticals on daily basis in SFDC

2 Log-in and issuance of GI Policies in ITGI CRM

3 Daily monitoring of existing processes and ensuring completion within defined TAT

4 Generation of CTF, ATF, RTF and DTF on daily basis

5 Maintaining business quality - reduce error rate for maximizing revenue

6 Business solicitaion / lead generation

7 Verification of Proposal Forms and other documents

8 Any other act, deed or things as may be delegated or advised from time to time

B. Cash Management

1 Premium acceptance and issuance of money receipt as per current HO Guidelines

2 Currency verification at the time of premium acceptance

3 Verification of third party cheque / authenticity of instrument

4 Accounting of Business Collection at branch office

5 Banking of Business Collection within defined TAT for all business verticals

C. Regulatory & Compliance

1 To ensure Regulatory and Internal compliance of defined processes & ensure Code of Conduct

2 Submission / despatch of Proposal & Application Form to Principal / Partner & RTA within defined TAT

3 Complete Televerification within defined TAT

D. Customer Servicing

1 Acceptance and processing of Customer Service Requests with defined TAT

2 Attending and resolving Customer enquiry / grievances through laid down process / guidelines

3 Tracking & monitoring of renewal dues, both for all business verticals

4 Extend support in managing Customer Day Activities

5 Extend support on post sales services

E. Administrative Responsibility

1 Timely SOD & EOD in SFDC on daily basis.

2 Carry out different organizational activities at branch level

3 Provide administrative support to branches in coordination with HO

4 Possess and handle keys of branch Safe and Branch office premises

5 Responsible for opening and closing of branch office on daily basis

Requirements

GRADUATE

1 YEAR EXPERIENCE PREFERRED AT AGENCY CHANNEL OPERATIONS HANDLING AT BRANCH LEVEL FOR INSURANCE COMPANIES.

Benefits

CTC as per INDUSTRY STANDARDS.

Requirements

Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General