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Branch Operator @ Kotak Life Insurance

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 Branch Operator

Job Description

Role & responsibilities


Customer Service & Support:

  • Handle and resolve customer queries, issues, and complaints promptly via phone, email, or chat.
  • Assist customers with claims processing and status updates.
  • Ensure high levels of customer satisfaction through excellent service delivery.

Back Office Operations:

  • Process cheque clearance and reconciliation as per banking protocols.
  • Perform KYC (Know Your Customer) verification and documentation checks in compliance with regulatory guidelines.
  • Maintain accurate and updated records of customer interactions and transactions.
  • Coordinate with internal departments to ensure smooth workflow and issue resolution.

Other Back Office Duties:

  • Data entry, document verification, and report preparation.
  • Support administrative tasks and backend processes critical to customer operations.
  • Assist in audits, quality checks, and compliance-related documentation.

Preferred candidate profile

  • Bachelor's degree in any discipline.
  • 1-3 years of experience in back office operations and/or customer service.
  • Strong communication skills (verbal and written) in English and regional languages.
  • Good understanding of KYC norms, cheque processing, and customer service protocols.
  • Proficient in MS Office (Excel, Word, Outlook) and basic computer operations.
  • Ability to multitask, work under pressure, and maintain confidentiality.

Job Classification

Industry: Insurance
Functional Area / Department: Customer Success, Service & Operations
Role Category: Back Office
Role: Back Office Operations
Employement Type: Full time

Contact Details:

Company: Kotak Life Insurance
Location(s): Chennai

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Keyskills:   Back Office Operations Insurance Documentation Policy Issuance Claims Processing

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₹ 2.5-3 Lacs P.A

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Kotak Life Insurance

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