Executive - Customer Engagement

Apply now »

Date: Jul 14, 2025

Location: Kolkata, WB, IN

Company: maxlifeins

Key Responsibilities: 

1) DRIVING OPERATIONAL EFFICIENCIES & DISTRIBUTION ENAGAGEMENT

  • Daily WIP management
  • Weekly/Fort-nightly Governance calls/Meetings
  • Quality of Business discussions and drive issuance/ leakage/ Persistency/ E2R/ Free-look / Claims at zone/cluster level
  • Processing post issuance customer requests(POS)
  • Driving Persistency for the zone.

2) ESCALATION & QUERY MGMT Single point of contact for escalations management (service query / Under writing/URMU / claims)

3) TRAINING: Train and educate sales team on the various ops process, underwriting guidelines, new initiatives and address FAQs

Key Responsibilities: 

1) DRIVING OPERATIONAL EFFICIENCIES & DISTRIBUTION ENAGAGEMENT

  • Daily WIP management
  • Weekly/Fort-nightly Governance calls/Meetings
  • Quality of Business discussions and drive issuance/ leakage/ Persistency/ E2R/ Free-look / Claims at zone/cluster level
  • Processing post issuance customer requests(POS)
  • Driving Persistency for the zone.

2) ESCALATION & QUERY MGMT Single point of contact for escalations management (service query / Under writing/URMU / claims)

3) TRAINING: Train and educate sales team on the various ops process, underwriting guidelines, new initiatives and address FAQs