Job Description
Job Responsibilities:
Financial
Improve productivity and resource utilization to impact profitability
Operate with budgets with respect to stationary, travel, facilities and other administration related costs and prepare budget tracker to monitor the same
Collect, process and preserve vendor bills
Collect imprest cash for the concerned branch within limits as per stipulated authorization, make necessary imprest payments on time and account for it accurately as per processFacilitate collection of brokerage booked and follow up of pending dues, if requiredFacilitate timely payment of electricity, telephone, rent bills and other facilities and infrastructureBusiness Process
Supervise maintenance with respect to provision of water, electricity, air conditioners, telephone, fax, photocopiers, microwave and such other electrical and electronics appliances
Maintain all documents under a systematic filing system to facilitate immediate retrieval at all timesMaintain stock of stationary, cleaning agents and other miscellaneous suppliesRenew journal subscriptions and maintain journals in a library for reference of all concernedCustomer
Generate appropriate MIS for senior management
Ensure internal customers are provided with safe and clean premises
Assist CS&UW, BD and Claims teams in timely updation of SAIBA & KPTS on need basisAssist CS&UW and BD teams in documentation, follow-up with insurance companies for issue of quotations and policies, preparation of transit insurance certificates, correspondence with clients for timely renewal of policiesAssist the BD and accounts teams in brokerage recovery and reconciliation on need basisGenerate renewal list every month for reference of the BD as well as CS&UW teams and assist in issuing renewal notice to clientsAccept renewal and premium cheques from clients and ensure deposition with respective life and general insurance companiesAssist in preparation of newsletter by contributing to contentPeople Growth
Perform necessary coordination for implementation of key people processes including performance appraisal, reward and recognition programmes, employee engagement initiatives like picnics, Diwali gift distribution and parties
Perform necessary coordination for training and development initiatives
Attend training programmes to upgrade skills
Track attendance and punctuality at locations, collect leave forms and submit to HR for payroll processing
Perform all such duties which are required to be performed by this position in an insurance broking house in general course and to perform all such duties and carry out all such responsibilities so delegated or asked to be performed by the Designated Authority from time to time
External Interface:
Internal interface:
Statutory bodiesContractors and vendorsEmployees
Preferred Competencies of Incumbent
a)Functional Competencies
Demonstrates domain knowledge in own area of operation
Understands product offerings
Understands service standards as per Organisation ethos
Learns continuously and keeps self updated
b ) Leadership Competencies:
Relationship Building
Networks effectively with both external and internal customersFocuses on building long term sustainable relationshipsDelivers on commitment every timeCreative & Analytical Problem Solving
Understands the strategic objectives of the Organisation, unit, functionCollates data and analyses them objectivelyTakes objective decisions based on data to achieve the strategic objective of the OrganisationGoes the extra mile to achieve creative solutionsCustomer Focus
Designs solutions that meet the requirements of the customer (external/ internal)Demonstrates a sense of urgency to resolve all external and internal customer concerns and responds to queries and requests within defined timelines and processesEducates customers (external/ internal) about changes in processes, policies and offeringsCreates long term relationships with customers (external/ internal) through continuous interfaceObtains customer (external/ internal) feedback to improve processesPromotes loyalty and converts customers to brand ambassadorsAchieves customer delight with respect to both internal and external customersIs sensitive to code of conduct in office and customer establishmentsPerseverance
Makes all possible effort to understand the viewpoints of external and internal customersTakes all possible steps to resolve issuesUnderstands the importance of deadlines, proactively remove roadblocks and deliver as per requirementTries alternatives to achieve targetDoes not give up in the face of adversityExplains own point of view assertively to get necessary support and approvalIs patient and persistent towards follow up on all leads and prospects generated during the past towards new client acquisitionAchievement Orientation
Understands the strategic objectives of the Organisation, unit, functionAligns individual and team targets with strategic goalsPlans and deploy appropriate resources to meet targets in the short and long termGoes the extra mile to achieve targets as per committed timelines and enable the team to do soAchieves and motivates excellence irrespective of circumstancesShares best practices across businessesBenchmarks with the best and continuously raises the barUpgrades competencies of self and team to achieve excellenceJob Classification
Industry: Insurance
Functional Area: Other,
Role Category: Other
Role: Other
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: Salasar Services
Location(s): Bengaluru
Keyskills:
branch operations
payroll processing
insurance broking
general insurance
resource utilization
Operations