Executive - Customer Engagement (Agency)

The position of Executive in the Operations Department at Dehradun - APC involves various key responsibilities. You will be responsible for processing new business queries, managing discrepancies and FOPs, handling field ops queries and complaints, processing cheques, cash, and credit cards, managing petty cash, vendors, and statutory requirements. You will also be involved in managing agency contracts, ensuring adherence to regulatory requirements, processing customer requests, and focusing on sales, service, recruitment, persistency, customer retention, and revenue. To be successful in this role, you will need to achieve certain measurable outcomes. These include maintaining an Applied to Paid ratio of over 94%, reducing discrepancy rates to less than 3%, resolving actionable tasks with TAT, achieving high customer and distribution satisfaction scores, ensuring 100% Day 1 performance, creating PCV with timely replenishment, processing bills efficiently, and following guidelines diligently. Additionally, you will need to manage document processing within 2 days, handle agent queries and reimbursements accurately, maintain POS accuracy, and meet targets for collection, surrender/retention, and ECS retention. Ideal candidates for this position should have 2-3 years of experience, with at least 2 years in customer service, operations, or finance. Eligibility criteria include performance ratings of G2M2 after 12 months in the current role or G3M3 after 18 months. For lateral movement, a minimum of 12 months in the current role and a G3M3 rating are required. Key skills and knowledge required for this role include the ability to work in a fast-paced environment, strong interpersonal skills, good coordination abilities, proficiency in Excel for data management, accounting knowledge, and a customer-centric approach. If you meet the qualifications and possess the necessary skills, this Executive position in the Operations Department offers a challenging yet rewarding opportunity to contribute to the success of the organization.,