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Executive - Customer Engagement
Max Life Insurance
posted 6d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Handling Digital Calls
- Processing of New Business Queries
- Discrepancy Management - FOP s
- WIP Management
- Handling Field Ops Queries & Complaints
- Processing of cheques / cash / credit card
- Policy Coll clearance
- Petty Cash Management
- Vendor Management
- Statutory and Facility Management
- Agency Contract - Existing agents
- Processing of customer request - POS
- Sales to Service & Recruitment.
- Persistency -13th and 25th Month
- Customer Retention and Revenue
- Freelook Retention
- Applied to Paid ratio > 95%
- Reduction in discrepancy rate
- Resolution of GO actionable with TAT
- Customer / Distribution satisfaction score +3.5
- 100% in Day 1
- Adhere to the laid down process and guidelines
- Agent Query and Code follow-up
- Processing the agent reimbursement as per guidelines and accurately
- POS accuracy at 97% and Decline at 3%
- Collection of 13+25 Month >90%
- Surrender/Retention>70%,ECS Retention>60%
- Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance
- ELIGIBILITY
- Candidates who have a performance rating of G2M2 & have completed 12 months in the current role
- Candidates who have a performance rating of G3M3 & have completed 18 months in the current role
- Ability to work in a fast paced environment
- Strong people skills
- Good co-ordination skills
- Data management on Excel should be good
- Accounting Knowledge
- Customer Centric
Employment Type: Full Time, Permanent
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Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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