Executive – Customer Engagement

Date: Nov 22, 2024

Location: Mumbai, MH, IN

Company: maxlifeins

Career Opportunities
Job Code: IJP-Executive Customer Engagement
Position
Executive
No. of
Positions
1
Department
Operations Function Operations - Agency
Language
English & Regional
Language
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
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
No. of
Positions
1
Department
Operations Function Operations - Agency
Language
English & Regional
Language
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
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