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Executive - Customer Engagement
Max Life InsuranceJhansi, UP, IN30+ days ago
Job descriptionProcessing of customer request – POS Sales to Service & Recruitment. Persistency -13th and 25th Month Customer Retention and Revenue Applied to Paid ratio > 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 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 > Surrender / Retention> Must have a minimum of 2-3 years 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
Key Responsibilities
- 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
Measure of Success :
Timely processing of docs within 2 days of receipt
70%,ECS Retention>
Desired qualifications and experience :
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 :