Completes administrative projects including coordinating or tracking budgets, invoice coding, tracking travel expenses, updating databases, generating reports and identifying variances.
Coordinates space and facilities moves and setup for new partners, including obtaining necessary computer equipment, phones, filing cabinets and other office supplies.
Maintains regular and consistent attendance and punctuality.
Organizes and schedules small, moderately complex meetings, business travel, conferences and departmental activities. May take meeting minutes, arrange for audiovisual equipment, and set up meeting facilities. Maintains manager and departmental calendar.
Performs general administrative activities including organizing and maintaining filing systems, processing paperwork and expense reports, sorting and distributing mail, and taking phone messages.
Provides administrative support to departments or division managers. Serves as a primary point of contact for business unit or department inquiries. Answers routine questions, directs requests to appropriate partners, and works with other partners to exchange information. May escort visitors.
Types general correspondence including memos and e-mails. Prepares charts, tables, graphs and other presentation material. Proofreads copy for spelling, grammar and layout, and makes appropriate edits. Responsible for accuracy and appearance of final documents.
Ability to understand and carry out oral and written instructions and request clarification when needed.
Ability to communicate clearly and concisely, both orally and in writing.
Ability to deliver excellent customer service.
Ability to work independently and make decisions with minimal supervision.
Proficiency in Microsoft Word, Excel, Access, PowerPoint and Outlook.
Knowledge of general office procedures and equipment.
Ability to write legibly.
Ability to build relationships.
Ability to make recommendations on changes in approach, concepts, and the design of solutions as a member of a team.
Ability to set priorities, meet deadlines and manage multiple projects in a fast-paced, changing environment.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases