Sr Executive - Branch Operations

A Position Overview Position Title Executive/ Sr. Executive Department Zonal Operations Level/ Band

201 / 251 -Executive/Senior Executive

Role Summary:

Underwrite cases allotted as per assigned underwriting authority matrix Underwrite new business / resolving average of 80 cases per day allocated Scrutinize documents for completeness and check supportings B Organizational Relationships Reports to Regional Processi ng Centre (RPC) In charge Supervises Individual contributor C Job Dimensions Geographic Area Covered Underwriting transactions for cases upto 15 L for Branches in 1 region at Zone (cluster of 25 - 35 branches)

Stakeholders Internal

Central Underwriting (technical underwriting)

Central Issuance

External CAMs unit Customers D Key Result Areas Underwrite cases allotted as per assigned underwriting authority matrix Underwrite new business / resolving average of 80 cases per day allocated Scrutinize documents for completeness and check supportings Carry out risk assessment and complete cases / raise pendings if incomplete / for additional information Liaise with Branch Operations for tracking of cases for underwriting at Zone Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

E Skills Required

Technical Good Knowledge of MS Office Behavioral Essential Desired Interpersonal skills Communication skills

Creative thinking skills

Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills

F Incumbent Characteristics

Essential Desired Qualification Graduate in relevant field ( Science / Pharmacy / Medicine / Life Science / Microbiology, etc), Knowledge on risk evaluation tools in Underwriting, Knowledge of basic medical terminologies Experience 2 - 4 years experience 1 - 2 years in Insurance - similar field, medical setups <

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