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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
|