Assistant Manager - Customer Engagement (Agency)

Date: Jun 25, 2025

Location: Bangalore, KA, IN

Company: maxlifeins

Job Description

Job Title

Assistant Manager

Location

Branch Name

Department

Operations

Function

Operations - Agency

Reporting to

Senior Manager

Band

5A

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 and Health Claims processing
  • Handling compliance issues.
  • Audit Rating

 

Measure of Success: 

  • Service to Delight- 3Days
  • Customer Engagement - 70%
  • Surrender Retention - 68%
  • NPS-85
  • 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 

Job Description

Job Title

Assistant Manager

Location

Branch Name

Department

Operations

Function

Operations - Agency

Reporting to

Senior Manager

Band

5A

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 and Health Claims processing
  • Handling compliance issues.
  • Audit Rating

 

Measure of Success: 

  • Service to Delight- 3Days
  • Customer Engagement - 70%
  • Surrender Retention - 68%
  • NPS-85
  • 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