Margoob Ahmad

Plan and coordinate the development of primary and secondary market research studies in support of strategic planning and specific marketing initiatives, as required and presents findings of studies to client committees.
Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement.
Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions.
Prepare technical reports by collecting, analyzing and summarizing information and trends.
Contribute to team effort by accomplishing related results as needed.
Perform daily, weekly and monthly reviews and analyses of current processes using operational metrics and reports.
Preparing Grids for Non motor business (like Health, Life & Term) and circulated to their stakeholders after converting in required format.
This involves analysis of pay-In grids and comparison with competitors.
Developing and managing audit process to ensure minimum deviations in business.
Conducting detailed study to analyze the latest guidelines and tracking lapses activities and providing valuable inputs for fine tuning for better services to internal and external clients.
Ensure all legal and regulatory documents are filled and monitor compliance with law and regulation.
Improvement initiatives.
Monitoring the Processes related to Agency Operation.
Follow up pending grievances related to Payout and Resolutions of the same within TAT.
Driving new initiatives in Operations to achieve business goals & managing the frontline team to achieve them.

• Plan and coordinate the development of primary and secondary market research studies in support of strategic planning and specific marketing initiatives, as required and presents findings of studies to client committees.
• Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement.
• Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions.
• Prepare technical reports by collecting, analyzing and summarizing information and trends.
• Contribute to team effort by accomplishing related results as needed.
• Perform daily, weekly and monthly reviews and analyses of current processes using operational metrics and reports.
• Preparing Grids for Non motor business (like Health, Life & Term) and circulated to their stakeholders after converting in required format. This involves analysis of pay-In grids and comparison with competitors.
• Developing and managing audit process to ensure minimum deviations in business.
• Conducting detailed study to analyze the latest guidelines and tracking lapses activities and providing valuable inputs for fine tuning for better services to internal and external clients.
• Ensure all legal and regulatory documents are filled and monitor compliance with law and regulation.
• Improvement initiatives. Monitoring the Processes related to Agency Operation.
• Follow up pending grievances related to Payout and Resolutions of the same within TAT.
• Driving new initiatives in Operations to achieve business goals & managing the frontline team to achieve them.

Coordinating updates on High Impact bottom offices interventions.
Co-ordinate the Regional Manager schedule organize meetings / greet Agency Partner and Office Head.
Plan, organize and co-ordinate functions and special events as required.
Extremely detail oriented / ability to recall information quickly, and ability to effectively prioritize workflow.
Ability to exercise good judgement, show initiative and be proactive.
Daily Communication on behalf of Regional Manager and coordination with Agency Partner, Office Head.
High standards of ethics and confidentiality to handle sensitive information.
Stay up-to-date with the latest sales trends and best practices.
Responsible to prepare a daily report for Office Head commitments.
Responsible to prepare a daily report for Agency Development Manager’s activation and deactivation.
Preparation a daily report of Regional Business Updates, Region-wise National Ranking on Plan vs Achievement.

Daily Coordination with IT Team for due report, paid report, reinstate report, and lapse report.
AR Reconciliation between insurance companies data and system data.
Handling PAN-India queries on email and providing immediate resolutions.
Weekly data collection from insurance companies and providing the requirements; ECS failure re-debit and New ECS Mandate.
Checking the duplicate AR bases on monthly, quarterly, half-yearly, and annual data.
Reconciling and Rectifying in the system generated Renewal Year.
Pending AR enforcement due to GST mismatch.
Attending meetings with multiple departments and insurance companies for process set and improvement.
Publishing a weekly Dashboard for channel-wise and region-wise data based on due amount, paid amount, and number of policy (NOP).
Publishing a weekly Dashboard for channel-wise data based on fresh and renewal amount.
Making a data variance report for persistency.
Reconciliation between Paid file and due file.
Paid data reconciliation between insurance companies and system data.
Data collection from insurance companies for lapsation data checking.
Data collection from insurance companies for change request in frequency and updating the newest frequency in our system.
Preparing a monthly channel-wise performance file.
Collecting a data from insurance companies to reconcile and fix wrong plan name.
Data collection from multiple general insurance companies to migrate the same for automation purposes.

Managing Policy Surrender Work Type within 10 Calendar Days.
Managing reinstatement greater than 180 days lapsed policies, premium allocation etc. ensuring timely and accurate execution.
Handling customer queries in front of and taking all request like assignment, ownership, surrender, partial surrender, name change, DOB change, address change, retention, and claim request ETC.
Responsible to Service to Sales and Service to Recruitment.
Responsible to Renewal collection, Banking of Renewal collection.
Bank Pickup, Cash collection.
Managing Quality Checking for NB proposals / Claims received at Branch level.
Managing the operations and accountable for increasing revenue through renewals & persistency.
Follow up with underwriter for NB issuance.
Systems as per defined guidelines.

Claim/Invoice Verification
Preparation & Work around DD/Cheque
Employee Reconciliation
Vendor Reconciliation
AP Invoice Processing
Vendor Payment
Mail Handling & Resolving Queries.
Daily Circulation of MIS for all claims.
Daily Preparation of Utility Tracking file and review debit balance before releasing the payments.
Taking Care of Petty Cash and Utility for All India Locations.
Taking Care of Centralized Vendor Claims for All India Locations.
Coordination with Bank to Arrange the CD and DD Drop for petty Cash & Utility to GOs.
Raising & Follow-up of Defects in Daksh System, ERP.
Independently doing the payments in Daksh System.
Follow up with Bank for Daily DD Status.