Manager - Policy Issuance

4 weeks ago


Gurgaon, Haryana, India Max Life Insurance Full time

Manager - Cancellation Payout processKey Responsibilities Indicative time allotment Managing Daily cancellation and refund process adherence of 7 days refund guideline Customer payout for SWAG plans and refund and cancellation process Liaison with other support units at Home Office such as PI UW CET Distribution IT etc to ensure that all operational issues help items pertaining to cancellation Postponed Decline and related refunds resolved Managing Daily Payout for SWAG plan and the validation of all discrepancy and payout pending cases with NEFT QC and payout and Finance team Publishing all open issues Tracking and closure of all open issues with in timeline for payout process Identify areas for process improvement and implement strategies to enhance efficiency and customer satisfaction Coordinate with stakeholders to get the all related issues and evaluation and implementation end to end closure required Generate daily weekly and monthly reports on Payout Refund and resolution pending and closure status MIS and Dashboards Applied Issued Payouts Number Reporting Generate daily weekly and monthly reports on Payout and cancellation volume and Refund users quality MIS Dash boarding Analyze historical data to reduce interest payout numbers for both cancellation and Payout process Formulation EXL expertise and MS word Expertise in PPT creation and reviews



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