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Axis Max Life Insurance
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Executive - Customer Engagement

Executive - Customer Engagement

Axis Max Life Insurance

2 - 3 years

2 - 3 Lacs

Cochin Kerala India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

ExcelData management Senior Executive Customer Service Operations Accounting Customer Retention Cash Management Facility Management Recruitment

Work Mode

On-site

Job Type

Full Time

Job Description

Languages required (Tamil, Malyalam, English and little bit of Hindi)

Key Responsibilities

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

Adherence to all regulatory requirements

Processing of customer request - POS
Sales to Service & Recruitment.
Persistency -13th and 25th Month
Customer Retention and Revenue
Freelook Retention

Measure of Success

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

Timely processing of docs within 2 days of receipt

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%

Desired qualifications and experience

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

FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3

Knowledge and skills required

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

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