Bajaj Allianz is one of India’s best insurance companies. We offer life insurance, car insurance, term insurance, travel insurance, ULIP, health insurance plans and more.
Team Member Extended Warranty Central Product Support
:
- Claims Management
- Assess and approve high value claims in an efficient and timely manner to achieve prompt resolution and settlement.
- Review claim handling to ensure standards are being met and claims are on track for timely and accurate resolution.
- Respond to elevated inquiries and complaints and provide effective and timely resolution of the same.
- Maintain and monitor the claims data and highlight cases to the clients where claim frequency is high
- Analyze claims data and provide insights to the control the claim costs.
- Create SOPs’ whenever new extended warranty products are launched and train the internal teams on the same.
- Team Development
- Establish individual performance expectations and regularly review individual performance of the team.
Organize trainings for the team to ensure they are equipped with knowledge and capabilities to achieve optimal levels of productivity.
- Claims Management
- Assess and approve high value claims in an efficient and timely manner to achieve prompt resolution and settlement.
- Review claim handling to ensure standards are being met and claims are on track for timely and accurate resolution.
- Respond to elevated inquiries and complaints and provide effective and timely resolution of the same.
- Maintain and monitor the claims data and highlight cases to the clients where claim frequency is high
- Analyze claims data and provide insights to the control the claim costs.
- Create SOPs’ whenever new extended warranty products are launched and train the internal teams on the same.
- Team Development
- Establish individual performance expectations and regularly review individual performance of the team.
Organize trainings for the team to ensure they are equipped with knowledge and capabilities to achieve optimal levels of productivity.
Executive Operations
:
- Payment Deposit Reconciliation.
- Reconcile the PDA data & ensure the clearance of the same.
- Prepare the PDA reports and to share with Business team & Heads.
- Co-ordinate with Local ops, Business team for the PDA Clearance.
- Support To Processing Teams
- Manage queries related to U/W, Ops related, Claims related coordinate and resolve the same.
- SPOC for query resolution
- Report generation on alternate day basis, monthly basis,
- Speak to the Business team when required for any requirements for getting the Pendency cleared.
- Resolve Endorsement obstacles with IT
- Seek approval from Claims for endorsements & refunds.
- Co-ordinate with Finance for receipt related issues & queries.
- Manage the KIA account with respect to all endorsements, pay out related issues
- Data Analysis
- Prepare the endorsements & cancellations Reports to Sales Team.
- Identify areas requiring special attention
- Chart out insights from the data
- Share the analysis report with the Internal Team and other relevant stakeholders regularly
- Quality check for endorsements & refunds Processed.
Relationship Manager
:
- Business Planning and Execution
- Drive business performance in alignment with business plan for prime vertical to deliver defined topline targets
- Conducting weekly meetings with teams for cascading business plan & provide them with inputs to achieve agreed topline and focus on preferred LOBs
- Implement local R&R and contests for the team to ensure focus on deliverables and drive business
- Plan & deliver training to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries
- Support and Guide the team in Identification Top agents from competition and influencing them to do business with BAGIC
- Intermediaries management
- Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC
- Drive campaigns/ trainings/ league programs for intermediaries to develop their knowledge and enhance their sales capabilities
- Conduct joint field calls with intermediaries to support them in closing business.
- Conduct meetings with intermediaries for evaluating and increasing the IMDs’ wallet share as well as business mix with a focus on profitability
- Assessing and exploring reasons for low performance of potential IMDs and provide enablers for an improved delivery
Agency Support
:
- Campaign Management
- Design/Ideation of campaigns for IMD’s, employees across national/local levels and refer for approvals / signoff from NHOD, zonal heads, vertical heads, finance, and marketing team.
- Plan & design communication plan for all the campaigns.
- Plan & execution for events across locations depending upon the type of campaign.
- Negotiation of best rates for all the events planned for agency & getting the same approved by Head.
- Stakeholder Management ( Internal / External )
- Co-ordination with internal stakeholders (verticals heads) for disseminating the MoM held at HO for alignment with business priorities.
- Providing data to other functions regards to agency.
- Plan for training, communication of new systems to internal teams.
- Co-ordinate with external stakeholders (vendor partners) to provide inputs on new systems introduced for IMD’s / employees.
- MIS & Reporting
- Plan frequency of reports, consumer of reports & formats of report.
- Review the reports for veracity randomly & suggest corrections for deviations.
- Comprehend customize report requirement by stakeholders (NHOD, zonal heads, vertical heads). Align team members to understand the requirement & review the reports / dashboards before it gets published with targeted stakeholder.
- Liaising with external vendors on planning & delivery of frequent report automations.
- IT Support & Automation
- SPOC for I-Mitra portal, EezeeTab application, Access control rights to business system.
- Do requirement gathering from internal stakeholders on revamping of legacy systems, documenting the requirement & passing it on the vendor for development of new systems.