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Max Financial Services

Executive - Customer Engagement

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  • a day ago
  • Be among the first 50 applicants
Exp: 2-3 Years

Banking/Accounting/Financial Services

(estd)

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

Manager - Customer Engagement

Band

5

Location

Chandigarh

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

Manager - Customer Engagement

Band

5

Location

Chandigarh

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

Skills Required

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Date Posted: 25/11/2024

Job ID: 101466039

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About Company

Max Group is an Indian conglomerate headquartered in New Delhi, India, operating in the fields of life insurance, healthcare, hospitality, real estate and independent senior living. It was founded in 1985 by Analjit Singh

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Last Updated: 26-11-2024 08:18:12 PM
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