A. Position Overview
Position Title
Department
Business ConservationLevel / Band
201B. Role Summary
Drive renewal collection and Manage control / implement business conservation for Banca Partner including policy reinstatement process.Ensure smooth functioning of operational activities of Autopay and other related processes.Resolve customer queries and grievance related to collectionsC. Organizational Relationships
Reports to
Senior ManagerSupervises
NAD. Job Dimensions
Geographic Area Covered
HO PAN INDIAStakeholders Internal
BranchesOperationsSales TeamFinanceVendor ManagementITAuditExternal
Web aggregatorDigital Business partner (DBU)Banca PartnersE. Key Result Areas
Renewal Collections
Digital Business Partner / Banca / Premium collection managementDrive renewal collections with Channel and PartnersDrive Call center for renewal collectionAchieve renewal collection target for organizationDrive specific campaign for renewal collectionsAnalyze portfolio and drive collection on targeted baseData to be interpreted for further actionTo engage with HNI customer for renewal collection and query resolutionResolve customer queries and grievance related to collectionsReviewing collection strategy for better outputSupport collection MIS managementPartner Engagement
Drive renewal collection through partner and internal sales teamProvide data analysis and red flag areas to improve on renewal collectionsEffective engagement with channel partner hierarchy like branches, banca assurance managers, cluster heads, regional headsSupport on customer grievance and queriesSupport partner collections teamInternal Stake Holders
Handling of customer & sales queriesInvoice Processing through vendor management / financeSupport IT development for system enhancementProcess review in accordance with audit and regulatory compliance guidelinesEnsure effective handling and timely resolution of key customer queries with a view to bring about customer satisfactionReview system changes for process improvementPreparation of presentation on process / subject as per management requirementG. Skills Required
Type of Skills
Essential
Desired
Technical Skills
Database management – XData Interpretation – XData Base Control Through MS Excel / MS Access – XSQL KNOWLEDGE – XBehavioral Skills
Interpersonal – XCommunication – XCreative thinking – XSupervising / Leadership – XTeamwork – XInfluencing – XRelationship Building – XDecision making – XH. Incumbent Characteristics
Essential
Desired
Qualification
GraduatePost GraduateExperience
Knowledge on collection processMinimum 3 - 4 year experience on renewal collections process2- 3 year Experience to manage external stakeholdersKnowledge on Insurance process and industrySkills Required
Database Management, Ms Excel, Data Interpretation, Relationship Building, Communication, Sql