Job Description
KEY RESPONSIBILITIES:
Maximize Paid to Applied Business in coordination with Issuance/underwriting team and finance
Handling Centralized welcome calling Process.
Reduction in Discrepancy ratio.
WIP Management - GO actionable TAT, issuance TAT.
Vendor Bill Management
Manage Dashboards & Governance for field ops
Field operation & HO coordination for field operation fulfillment support.
Lead Employee engagement initiatives for CAT-ops
MEASURES OF SUCCESS:
Paid to Applied Business 92%
Ensure 100% welcoming calling on applied new business on time
Minimize channel discrepancy ratio 5%
Reduction in Business leakage 5 %
Improvement in Employee engagement score
QUALIFICATION & EXPERIENCE
Graduate in any discipline.
5-7 years of experience in New Business.
Life Insurance Experience Is Preferred
KNOWLEDGE & SKILL
Excellent Inter-personnel skills
High internal customer centricity
Relationship building
KEY RESPONSIBILITIES
Service through relationship management
Establishing and strengthening relationship with the
allocated customer base.
Ensure retention of in his/her allocated Book of
Relations (existing customer database).
Act as single point of contact for customers for any
customer query/complaint.
Identify financial goals of customers and providing
financial planning assistance.
Competition Analysis for giving professional advice to
customer
Fix self appointments everyday from the given
customer database as per the campaign
Sales
Focus on cross-sell & up-sell opportunity in allocated
customers.
Ensure successful completion of licensing as per MLI
standards
MEASURES OF SUCCESS
TAT adherence for updating System - CRM Next
Successful completion of cross-sell/ up-sell
Business Goals month on month
Collection of payment/premium from 91-180 days
due policies
Complaint Resolution /Customer satisfaction
Achievement of Retention Targets.
45 unique customer meetings in a month
More than 90% attendance (of total working
days)
Successfully score =80% in the Functional
Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager -
1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Must own a conveyance
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Skills: life insurance,insurance,customer,agency coordination,client co-ordination,client focus,cross selling,customer acquisition,customer acquisition strategies,mutual funds,financial advisory,retention management,term life insurance,insurance background,insurance agency management,insurance management,vendor audit,vendor coordination,vendor finance,field coordination,field force management,lead management,underwriting,managing finances,management,centricity,building,communication skills
