Executive - Customer Engagement

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Date: Feb 19, 2025

Location: Mallapuram, KL, IN

Company: maxlifeins

Career Opportunities
Job Code: IJP/Executive – Ops Executive - CET
Position	Executive	No. Of Positions	1
Department	Operations	Function	Operations – Digital
Reporting to	Sr. Manager (Suresh Giri)	Band	5
Location	Mallapuram, Chennai, Kollam any where in Kerala where we have MLI Agency/APC Office Languages required (Tamil, Malyalam, English and little bit of Hindi)	Last date of submission
Key Responsibilities: Handling Digital Calls Processing of New Business Queries Discrepancy Management – FOP’s WIP Management Handling Field Ops Queries & Complaints Processing of cheques / cash / credit card Policy Coll clearance Petty Cash Management Vendor Management Statutory and Facility Management Agency Contract – Existing agents Adherence to all regulatory requirements Processing of customer request – POS Sales to Service & Recruitment. Persistency -13th and 25th Month Customer Retention and Revenue Freelook Retention		Measure of Success: Applied to Paid ratio > 95% Reduction in discrepancy rate < 3% Resolution of GO actionable with TAT Customer / Distribution satisfaction score +3.5 100% in Day 1 Adhere to the laid down process and guidelines Timely processing of docs within 2 days of receipt Agent Query and Code follow-up Processing the agent reimbursement as per guidelines and accurately POS accuracy at 97% and Decline at 3% Collection of 13+25 Month >90% Surrender/Retention>70%,ECS Retention>60%
Desired qualifications and experience: Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance ELIGIBILITY Candidates who have a performance rating of G2M2 & have completed 12 months in the current role Candidates who have a performance rating of G3M3 & have completed 18 months in the current role FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3
Knowledge and skills required: Ability to work in a fast paced environment Strong people skills Good co-ordination skills Data management on Excel should be good Accounting Knowledge Customer Centric

Career Opportunities
Job Code: IJP/Executive – Ops Executive - CET
Position	Executive	No. Of Positions	1
Department	Operations	Function	Operations – Digital
Reporting to	Sr. Manager (Suresh Giri)	Band	5
Location	Mallapuram, Chennai, Kollam any where in Kerala where we have MLI Agency/APC Office Languages required (Tamil, Malyalam, English and little bit of Hindi)	Last date of submission
Key Responsibilities: Handling Digital Calls Processing of New Business Queries Discrepancy Management – FOP’s WIP Management Handling Field Ops Queries & Complaints Processing of cheques / cash / credit card Policy Coll clearance Petty Cash Management Vendor Management Statutory and Facility Management Agency Contract – Existing agents Adherence to all regulatory requirements Processing of customer request – POS Sales to Service & Recruitment. Persistency -13th and 25th Month Customer Retention and Revenue Freelook Retention		Measure of Success: Applied to Paid ratio > 95% Reduction in discrepancy rate < 3% Resolution of GO actionable with TAT Customer / Distribution satisfaction score +3.5 100% in Day 1 Adhere to the laid down process and guidelines Timely processing of docs within 2 days of receipt Agent Query and Code follow-up Processing the agent reimbursement as per guidelines and accurately POS accuracy at 97% and Decline at 3% Collection of 13+25 Month >90% Surrender/Retention>70%,ECS Retention>60%
Desired qualifications and experience: Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance ELIGIBILITY Candidates who have a performance rating of G2M2 & have completed 12 months in the current role Candidates who have a performance rating of G3M3 & have completed 18 months in the current role FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3
Knowledge and skills required: Ability to work in a fast paced environment Strong people skills Good co-ordination skills Data management on Excel should be good Accounting Knowledge Customer Centric

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