Managing Daily cancellation and refund process adherence of 7 days refund guideline
Customer payout for SWAG plans and refund and cancellation process
Liaison with other support units at Home Office (such as PI, UW, CET, Distribution, IT, etc) to ensure that all operational issues /help items pertaining to cancellation/ Postponed / Decline and related refunds resolved.
Managing Daily Payout for SWAG plan and the validation of all discrepancy and payout pending cases with NEFT QC and payout and Finance team
Publishing all open issues & Tracking and closure of all open issues with in timeline for payout process
Identify areas for process improvement and implement strategies to enhance efficiency and customer satisfaction. Coordinate with stakeholders to get the all related issues and evaluation and implementation end to end closure required
Generate daily, weekly, and monthly reports on Payout, Refund, and resolution pending and closure status
MIS and Dashboards
Applied / Issued / Payouts Number Reporting
Generate daily, weekly, and monthly reports on Payout and cancellation volume, and Refund users quality%
MIS / Dash boarding. Analyze historical data to reduce interest payout numbers for both cancellation and Payout process