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Job Description

Kotak Life Insurance is seeking candidates for the Assistant Manager position in Branch Operations. Below is the detailed job description for the role.

Only Male Candidates Preferred

Interested candidates are encouraged to share their resumes with [email protected] or via WhatsApp at 7972001255.

Job Location: Visakhapatnam

Interview Location: Kotak Life Insurance

Address: D.No: 48-14-02, Prasadi Pollayya Complex, 2nd Floor, Shop No. 4, 5 & 6 Above Unlimited showroom, Near Rama Talkies Road, Visakhapatnam, Andhra Pradesh 530013

Interview Date: 26th April, 2024

Age Limit: 27 Years

Job Description:

1. New Business Proposal Form Processing
2. Primary Underwriting
3. Customer Service
4. Renewal Calling
5. Stale Cheque Closure
6. Surrender Retention – Retention of customers who come to the branch for surrender of policy, by educating them about the benefits of long-term stay and using retention kits.
7. ECS Sourcing – Convincing and registering customers for ECS by educating them about the benefits, achieved through walk-in customers, renewal calling, and all touchpoints with customers to meet monthly targets.
8. Driving Conversion of New Business – Follow-up with the sales team on requirements to drive new business conversion.
9. Driving End-to-End TAT
10. Medical Coordination – Coordinating medical proposal forms with medical centers, sales teams, and customers.
11. Riders Sourcing – Sourcing riders from walk-in customers and renewal calling.
12. Follow-up for Direct Credit Documents – Follow-up with customers for arranging Direct Credit documents for all types of pay-outs (e.g., surrender, maturity, survival benefit).
13. Other Back Office Work
14. Receipting of Premiums – Receipting premiums for new business, renewals, agency, shortfall premiums, etc., in cash and cheque at branches.
15. Banking of Cheque and Cash – Banking of cheques and cash collected on the previous day through the Bank-appointed pick-up person.
16. S2S Service to Sales and Cross-Sell

Desired Candidate Profile

Graduate with 1 year of experience or MBA Fresher.

Perks and Benefits

• A great learning opportunity
• A pathway for career growth with Kotak Life.