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Executive - Customer Engagement


Max Financial Services


Location

Jabalpur | India


Job description

Career Opportunities

Job Code: IJP-Executive Customer Engagement

Position

Executive - Customer Engagement

No. of Positions

1

Department

Operations

Function

Field Operations

Reporting to

Sr. Manager - Customer Engagement

Band

5

Location

JABALPUR

Last date of submission

Key Responsibilities:

  • Managing office administration assets and upkeep of the same.
  • Agents Contracting
  • New Business Processing
  • Banking of Initial & Renewal Premium
  • Managing Petty cash & vendor payments
  • Retention of Surrender Requests
  • Execution of all Service Requests - Post Policy Issuance
  • Reverting on customer queries and complaints
  • Maintaining high NPS Scores
  • Life Claims processing
  • Handling compliance issues.
  • Audit Rating

Measure of Success:

  • Service to Delight- NPS-90 & 3 days TAT
  • Customer Engagement - 70%
  • Surrender Retention - 70%
  • NPS-90
  • 100% Banking with 24 hours.
  • Vendor payment TAT should be 10 days
  • Surrender Requests 1%
  • 100 % Accuracy of POS requests
  • 100 % Accuracy of Customer service
  • Zero Day upload of POS & Claims Docs in FTP server.
  • Audit rating 2
  • Service to Recruitment-100%
  • Service to Sales(Agency & Cat)-100%
  • Persistency-90%
  • Freelook to retain-45%

Desired qualifications and experience:

  • Graduate / Post-Graduate in any discipline.
  • 2-3 years experience handling front end customer services
  • Knowledge of service quality is required

Knowledge and skills required:

  • Must be highly customer centric
  • Excellent communication skills
  • Good co-ordination skills
  • Data management on Excel should be good

Career Opportunities

Job Code: IJP-Executive Customer Engagement

Position

Executive - Customer Engagement

No. of Positions

1

Department

Operations

Function

Field Operations

Reporting to

Sr. Manager - Customer Engagement

Band

5

Location

JABALPUR

Last date of submission

Key Responsibilities:

  • Managing office administration assets and upkeep of the same.
  • Agents Contracting
  • New Business Processing
  • Banking of Initial & Renewal Premium
  • Managing Petty cash & vendor payments
  • Retention of Surrender Requests
  • Execution of all Service Requests - Post Policy Issuance
  • Reverting on customer queries and complaints
  • Maintaining high NPS Scores
  • Life Claims processing
  • Handling compliance issues.
  • Audit Rating

Measure of Success:

  • Service to Delight- NPS-90 & 3 days TAT
  • Customer Engagement - 70%
  • Surrender Retention - 70%
  • NPS-90
  • 100% Banking with 24 hours.
  • Vendor payment TAT should be 10 days
  • Surrender Requests 1%
  • 100 % Accuracy of POS requests
  • 100 % Accuracy of Customer service
  • Zero Day upload of POS & Claims Docs in FTP server.
  • Audit rating 2
  • Service to Recruitment-100%
  • Service to Sales(Agency & Cat)-100%
  • Persistency-90%
  • Freelook to retain-45%

Desired qualifications and experience:

  • Graduate / Post-Graduate in any discipline.
  • 2-3 years experience handling front end customer services
  • Knowledge of service quality is required

Knowledge and skills required:

  • Must be highly customer centric
  • Excellent communication skills
  • Good co-ordination skills
  • Data management on Excel should be good


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