Processing life insurance applications and verifying customer documents.
Ensuring KYC and proposal forms are complete and accurate.
Coordinating with the sales team, underwriting, and operations for policy issuance.
Tracking pending cases and following up for required documents.
Maintaining customer records and updating data in company systems.
Handling policy servicing requests such as address changes, nominee updates, and premium-related queries.
Preparing daily, weekly, and monthly MIS reports.
Assisting with branch administration and maintaining operational records.
Ensuring compliance with company policies and regulatory guidelines.
Providing timely support to customers and internal teams to ensure a smooth experience.