Executive - Customer Engagement

Max Life Insurance

  • Panipat, Haryana
  • Permanent
  • Full-time
  • 1 month ago
Career OpportunitiesJob Code: IJP-Executive Customer EngagementPositionExecutive - Customer EngagementNo. of Positions1DepartmentOperationsFunctionField OperationsReporting toSr. Manager - Customer EngagementBand5LocationUdaipur 1Last date of submissionKey Responsibilities:
  • Managing office administration assets and upkeep of the same.
  • Agents Contracting
  • New Business Processing
  • Banking of Initial & Renewal Premium
  • Managing Petty cash & vendor payments
  • Retention of Surrender Requests
  • Execution of all Service Requests - Post Policy Issuance
  • Reverting on customer queries and complaints
  • Maintaining high NPS Scores
  • Life Claims processing
  • Handling compliance issues.
  • Audit Rating
Measure of Success:
  • Service to Delight-NPS-90 & 3 days TAT
  • Customer Engagement - 70%
  • Surrender Retention - 70%
  • NPS-90
  • 100% Banking with 24 hours.
  • Vendor payment TAT should be
10 days * Surrender Requests1% * 100 % Accuracy of POS requests
  • 100 % Accuracy of Customer service
  • Zero Day upload of POS & Claims Docs in FTP server.
  • Audit rating 2
  • Service to Recruitment-100%
  • Service to Sales(Agency & Cat)-100%
  • Persistency-90%
  • Freelook to retain-45%
Desired qualifications and experience:
  • Graduate / Post-Graduate in any discipline.
  • 2-3 years experience handling front end customer services
  • Knowledge of service quality is required
Knowledge and skills required:
  • Must be highly customer centric
  • Excellent communication skills
  • Good co-ordination skills
  • Data management on Excel should be good
Career OpportunitiesJob Code: IJP-Executive Customer EngagementPositionExecutive - Customer EngagementNo. of Positions1DepartmentOperationsFunctionField OperationsReporting toSr. Manager - Customer EngagementBand5LocationUdaipur 1Last date of submissionKey Responsibilities:
  • Managing office administration assets and upkeep of the same.
  • Agents Contracting
  • New Business Processing
  • Banking of Initial & Renewal Premium
  • Managing Petty cash & vendor payments
  • Retention of Surrender Requests
  • Execution of all Service Requests - Post Policy Issuance
  • Reverting on customer queries and complaints
  • Maintaining high NPS Scores
  • Life Claims processing
  • Handling compliance issues.
  • Audit Rating
Measure of Success:
  • Service to Delight-NPS-90 & 3 days TAT
  • Customer Engagement - 70%
  • Surrender Retention - 70%
  • NPS-90
  • 100% Banking with 24 hours.
  • Vendor payment TAT should be
10 days * Surrender Requests1% * 100 % Accuracy of POS requests
  • 100 % Accuracy of Customer service
  • Zero Day upload of POS & Claims Docs in FTP server.
  • Audit rating 2
  • Service to Recruitment-100%
  • Service to Sales(Agency & Cat)-100%
  • Persistency-90%
  • Freelook to retain-45%
Desired qualifications and experience:
  • Graduate / Post-Graduate in any discipline.
  • 2-3 years experience handling front end customer services
  • Knowledge of service quality is required
Knowledge and skills required:
  • Must be highly customer centric
  • Excellent communication skills
  • Good co-ordination skills
  • Data management on Excel should be good

Max Life Insurance