PHI - Specialist- Branch Service- Delhi

3 weeks ago

Mumbai, India Prudential plc Full time

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Prudential (UK) in partnership with the HCL group plans to set-up a standalone Indian health insurance company to address the growing healthcare needs of the Indian consumer. 

This joint venture will combine Prudential's global expertise in insurance and financial services with HCL Group’s experience in technology and healthcare solutions. 

Prudential, with its longstanding presence in India, already operates two leading businesses in life insurance and asset management with the ICICI Group. Prudential was also the proud sponsor of the 1983 Cricket World Cup, India’s first World Cup Victory 

Prudential Health India is a Zero to One team undertaking a no-legacy, greenfield health insurance deployment in India, building journeys that truly empathize with the customer and offer a differentiated experience.

To partner us in this mission, we are looking for a talented…

Branch Service Specialist

As a Branch Service Specialist, your typical week might include the following

Handle day-to-day branch functioning as per standard operating procedures:Support in clearing the proposal pendency in collaboration with Sales.Manage premium collection, Deposition, reporting, reconciliation and refund lifecycle journeyManage walk-in customers & distributors with new product enquiry, policy servicing requests, Claim requestsImplement process controls to avoid any kind of regulatory, reputational or financial breachesEnsure Compliance with statutory & regulatory requirementsManage administrative expenses of the branch and maintain proper financial records Drive adoption of Digital platforms:Customer App/Portal for self-serviceDistributor portal/App for customer servicing Revenue:Contribute to business by exploring cross-selling opportunities, lead generation & conversion.Focus on Renewal Collection Distributor Onboarding & Service TrainingsSupport to Prospective Agent and help navigate smooth onboarding process.Handling distributor queries & escalations.

You could be the right candidate if you

Have a bachelor’s degree from a recognized institute Have good understanding of financial services industry, preferably insurance Able to drive Digital solutions Are not intimidated by the rapidly changing customer or distributor expectations and can keep up with constantly evolving technology solutions Are obsessed with providing Customer and Distributor delight moments and can influence stakeholders in the process Are a highly driven individual who goes that extra mile to deliver an outstanding product to the business team and end users/customers.

This could be the gig for you if you…

Are passionate about bringing truly consumer centric ideas into reality to help customers be healthier; you enjoy spending time with customers to understand what they really want. Have an attentive ear listen to new ideas. Thrive in environments that celebrate co-creation and collaboration. Take help from others when stuck and encourage others when there are setbacks Take full responsibility for your team’s contribution output while thinking wing to wing across the organization; to solve for the customer. total experience with up to 5 yrs domain experience in any of these sectors: health, life, general insurance, Banking/NBFCs.

What can make you extra special if you

Have demonstrable experience in improving customer experience through well managed operations Have walked extra mile in solving business problems by adopting offbeat path Have proven track record of succeeding in complex business environment and helping colleagues succeed as well

We are keen to listen to your story; doesn’t matter if you tell these stories with a sigh or with excitement. We respect both versions. Truly.

Location: Delhi


If you think this is the one for you, drop in a line with your story at
We are eager to catch-up

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