
Senior Business Operations Lead
21 hours ago
We are seeking a highly skilled professional to lead our key business objectives, focusing on surrender and FLC retention by closely coordinating with branch ops, distribution, and call center teams.
Responsibilities- Monitor daily surrender and FLC inflow at branches, call centers, and websites, tracking key metrics.
- Hold regular meetings and visits to drive retention with distribution and branch ops teams.
- Improve autopay/ECS winback flow and stock registration.
- Analyze data to establish problem RCA and report efficacy of implemented solutions.
- Drive initiatives aligned with company strategy to empower interdepartmental teams.
- Collaborate with stakeholders to ensure timely delivery and completion of various initiatives.
- Follow up on launched initiatives to ensure 100% desired outcome.
- Make process improvements to enhance efficiency, reduce costs, and improve turnaround times.
- Improved surrender, FLC, and ECS retention rates.
- Reduced surrender to AUM ratio.
- Enhanced autopay registration in both flow and stock.
- 100% surrender payout target achievement.
- Improved autopay registration rates.
- Efficiency tracking.
- Cross-functional coordination.
- Minimum 9-10 years of experience in persistency, renewal collections, surrender retention functions/processes.
- Knowledge/understanding of surrender, autopay, renewals & persistency.
- Excellent communication, document creation, and presentation skills.
- Good PR skills and ability to get work done from other departments.
- Growth mindset and self-motivation.
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