Position Overview
Handle walk-in customers and resolve queries related to policiesAssist customers with policy issuance, endorsement, and servicing requestsProvide information on premium payments, due dates, and policy statusProcess requests such as address change, nomination update, revival, surrenderVerify and validate KYC documents as per compliance requirementsEnsure accuracy in data entry and documentationGuide customers on premium payment optionsFollow up on pending premiums and lapsation casesSupport renewal collectionsGuide customers on claim procedures and documentationCoordinate with claims team for timely processingProvide updates on claim statusAddress and resolve customer complaints within TATEscalate unresolved issues to concerned teamsMaintain proper records of complaints and resolutions