Relationship Associate - Group Business

Date: Nov 18, 2024

Location: Vijayawada, AP, IN

Company: maxlifeins

Principal Accountabilities

How they are achieved/measured

 

  • Manage the Group business with the Bank employees

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Liaison with different departments for closure of the cases
  • Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
  • Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
  • Provide market feedback on competition and other products in the market.
  • Manage and strengthen relationship through engagement with Partner’s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

 

 

  • Tracking penetration performance and publishing dashboards, along with Group Operations.
  • To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
  • Monitoring and control process of Post Sales.
  • Managing complete claims operation & end to end process.

 

     

 

 

Principal Accountabilities

How they are achieved/measured

 

  • Manage the Group business with the Bank employees

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Liaison with different departments for closure of the cases
  • Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
  • Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
  • Provide market feedback on competition and other products in the market.
  • Manage and strengthen relationship through engagement with Partner’s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

 

 

  • Tracking penetration performance and publishing dashboards, along with Group Operations.
  • To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
  • Monitoring and control process of Post Sales.
  • Managing complete claims operation & end to end process.