Posted By
Mehvish Parveen
Senior Consultant at Anakin Management Consultants Pvt Ltd
Last Login: 02 December 2019
Posted in
SCM & Operations
Job Code
399677
Job Description:
Group Operations:
- Ensure all activities as completed within the agreed timelines and are processed with accurately.
- Ensure process are documented and reviewed periodically by respective stake holders.
- Ensure Accounting reports, Valuation reports are sent accurately to accounts and actuarial team respectively.
- Responsible to Validate IRDA reports and Monthly Dashboards.
- Ensure appropriate information is provided to auditors on the issues highlighted.
- Have successfully launched Group Receipting system.
- Have successfully managed to automate Certificate of Insurance for Affinity Groups.
- Have visited clients with sales team to address their concerns on Insurance.
- Have provided user requirement to build Group system and have gone live.
Policy Servicing:
- Ensure all Policy servicing activities and Payouts are processed accurately and within agreed TAT's.
- Have played a vital role in developing PS tracker system.
- Have been successful in generating automated reports from system (Ingenium).
- Ensure appropriate information is provided to auditors on the issues highlighted.
- Validate Free-look Cancellation, Policy Surrender and Policy Servicing data that needs to be forwarded to IRDA.
Collection Process:
- Ensure mandates (ECS/Direct Debit/Standing Instruction / NACH) received from customer are registered within the expected timelines.
- Ensure transactions are sent to vendors to debit customers account on specified draw dates.
- Co-ordinate with Vendor to procure new payment methods and ensure smooth transition.
Distribution Operations (DOPS):
- Ensure Scrutiny of Applications, URN Creation, Schedule Training Batches, Exam scheduling & Code creation activities are completed with agreed timelines for all agents.
- Ensure dispatch of PFA Kit and License to all agents.
- Have been successful in developing Agent Onboarding system & Exam scheduling system.
- Validate agent licensing data that needs to be sent to IRDA
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Posted By
Mehvish Parveen
Senior Consultant at Anakin Management Consultants Pvt Ltd
Last Login: 02 December 2019
Posted in
SCM & Operations
Job Code
399677