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Max Life Insurance
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Executive - Customer Engagement

Executive - Customer Engagement

Max Life Insurance

2 - 3 years

4 - 5 Lacs

Kolkata

Posted:1 day ago| Platform:

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Skills Required

Data management Senior Executive Accounting Customer service operations Customer retention Cost management Cash management Customer engagement Facility management WIP

Work Mode

Work from Office

Job Type

Full Time

Job Description

Processing of New Business Queries Discrepancy Management - FOP s WIP Management Handling Field Ops Queries & Complaints Processing of cheques / cash / credit card Poll 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 & Recruitement. Persistency -13th and 25th Month Customer Retention and Revenue Measure of Success Applied to Paid ratio > 88% Reduction in discrepancy rate Resolution of GO actionable with TAT Customer / Distribution satisfaction score +3.5 100% in Day 1 Creation of PCV on a real time basis with replenishment on 40% balance Timely processing of bills and effective cost management Adhere to the laid down process and guidelines Timely processing of docs within 2 days of receipt Agent Query and Code followup Processing the agent reimbursement as per guidelines and accurately POS accuracy at 97% and Decline at 3% Collection of 13+25 Month >89% Surrender/Retention>70%,ECS Retention>30% Desired qualifications and experience Must have a minimum of 2-3 years experience of which atleast 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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Max Life Insurance

www.maxlifeinsurance.com

Insurance

New Delhi

N/A Employees

611 Jobs

Key People

Prashant Tripathi

Managing Director & CEO
Subhash Chander

Chief Financial Officer
Kavita Ghosh

Chief Investment Officer

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