88 HDFC Life Jobs
Senior Associate - Branch Operations
HDFC Life
posted 16hr ago
Fixed timing
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Job Description: Senior Associate Branch Operations
About HDFC Life: HDFC Life, one of Indias leading private life insurance companies, offers a range of individual and group insurance solutions. HDFC Life continues to have one of the widest reaches among new insurance companies with about 380+ branches in India touching customers in over 900 cities and towns.. Our long-stated strategy of balanced product mix, diversified distribution, continuous product innovation and re-imagining insurance through effective use of technology has enabled us to continue our journey despite the ever-changing external environment.
Purpose of the Job: To ensure customer service and support all backend operation like NB, PS, Accounts Revival, and Lead Generation. To track Persistency and increase the same and Revival UW.
Duties & Responsibilities: - Customer Relationship and Services: • Interacting with external customers and internal customers and addressing their queries, requests and complaints.• Upfront Complaint Resolution• Complaints Management.
- New Business Processing: • Handling end to end New business processing • Scrutiny of accepted New Business application forms, recording rejections• Creation of client IDs and receipting of money.
- Policy Servicing : • Processing all policy servicing txns and follow-up with HUB for same day processing and NAV allocation -
- Claims: collecting documents from claimant/field visits to claimant, or other parties involved like public hospitals, police station etc (As and when case requires)/follow ups with Claims department for processing, decision and claim cheque hand-over process.
- Documentation: Maintenance and updating of all kinds of Reports like MINT, PEPPER WONDERS, Files and Registers, Updation of Customers information.
- Business Retention: to ensure business retention by averting lookins/withdrawal/ surrenders/premium reduction that also involves coordination with sales colleagues and HUB.
- Persistency/Revival: • Revival calling for lapsed and paid-up policies for reinstatement. That frequently requires visiting customers place to convince them on reinstating policies.
- Lead Generations:• Generating leads and seeking appointment with all walk-in customers for pitching repurchase.
- • System updation, lead allocation and follow ups with Sales for lead closure.
- • Take proactive initiatives related to revenue generation through cost reduction, productivity enhancement and process improvement
Knowledge, Skills & Abilities: - Educational Qualification: Minimum Graduate
- Age- 28 to 38 yrs
- Work Experience: Minimum 2 years of experience in operations, Customer Service, Backend operations preferably from Insurance or Banking sector. - Required Skills: Good communication skills, MS Office.
Employment Type: Full Time, Permanent
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Yes nice experience
No is better company
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