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ROLE PURPOSE

To provide operational and customer support for the bank’s general insurance bancassurance business by assisting branches, customers, and internal stakeholders in insurance-related processes. The role aims to ensure smooth policy servicing, effective coordination with partner insurance companies, and high-quality customer service without direct sales target responsibility.

KEY RESPONSIBILITIES

• Provide sales and operational support for general insurance products (Motor, Fire, etc.)
• Support branches, Relationship Managers and Credit Risk- Insurance Ops team in general insurance related processes when required.
• Track daily / monthly reports and follow up on pending business.
• Support execution of sales campaigns, dealer programs, and promotional activities.
• Act as the key contacts between bank branches, insurers, and surveyors.
• Coordinate inspections (vehicle, fire/property risk surveys) when required.
• Follow up on underwriting approval, special conditions, and pricing confirmation with insurance companies when required.
• Verify insurance coverage meets bank credit requirements (e.g., loan-linked insurance)
• Ensure compliance with internal SOPs, insurer guidelines, and regulatory requirements.
• Maintain proper filing and system records for audit review and regulatory requirements.
• Coordinate with insurer, customer and CRD- insurance ops team for claim processing and follow-up when required.
• Escalate operational or customer service issues to the Bancassurance Business Support Manager.
• Provide regular updates and operational support information for reporting purposes.
• Comply with bancassurance guidelines, insurance regulations, and internal policies always.

Knowledge & Skills

Essential 

• Basic knowledge of general insurance products (Motor, Fire, Health, Personal Accident, etc.)
• Understanding of insurance policy issuance, renewal, endorsement, and claims processes
• Good communication and coordination skills with branches, customers, and insurance partners
• Customer service–oriented mindset with problem-solving ability
• Basic proficiency in Microsoft Excel, Word, and email communication

Desirable

• Knowledge of bancassurance operating models and bank branch workflows
• Familiarity with insurance documentation and regulatory requirements
• Experience in handling insurance quotations and policy servicing
• Ability to prepare basic reports and track operational activities

Education & Special Training

Essential

• Bachelor’s degree in Business, Finance, IT, Engineering, or related fields

Desirable

• On-the-job training or workshops related to general insurance operations and customer service.

Experience

Essential  

• At least 2-4 years of experience in banking operations, insurance support, customer service, or a related role

Desirable

• Prior experience in general insurance, bancassurance, or bank branch support functions
• Experience in liaising with insurance companies or handling customer insurance inquiries

Languages

Essential  

• Basic working knowledge of English

Desirable

Additional language skills relevant to customer interaction will be an advantage