Field Operations Supervisor
1 week ago
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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