Field Operations Supervisor

1 week ago


Kolkata, West Bengal, India Max Life Insurance Full time

About the Role:

We are seeking a highly skilled Assistant Manager to join our team at Max Life Insurance. The successful candidate will be responsible for overseeing the day-to-day operations of our field operations team.

Key Responsibilities:

  • Process new business queries and manage discrepancies in a timely manner.
  • Effectively manage work-in-progress and ensure timely resolution of field operations queries and complaints.
  • Process cheques, cash, and credit card transactions, and manage petty cash and vendor relationships.
  • Ensure adherence to all regulatory requirements and manage agency contracts.
  • Process customer requests, manage sales-to-service, and persistency efforts.

Measure of Success:

  • Apply for paid ratio > 88%.
  • Reduce discrepancy rate < 3%.
  • Resolve GO actionable with TAT.
  • Customer/distribution satisfaction score +3.5.
  • 100% in Day 1.
  • Create PCV on a real-time basis with replenishment on 40% balance.
  • Timely processing of bills and effective cost management.

Desired Qualifications and Experience:

  • Minimum of 2-3 years experience in customer service, operations, or finance.
  • Strong people skills, good coordination, and data management skills.
  • Accounting knowledge and customer-centric approach.


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