
Customer Engagement Director
11 hours ago
Job Title: Customer Engagement Manager
Overview of the Role:
- Administer office resources effectively and maintain a well-organized environment.
- Establish partnerships with agents and facilitate new business opportunities.
- Efficiently manage premium payments for initial and renewal policies.
- Manage petty cash and vendor payments in a timely manner.
- Process surrender requests while ensuring retention goals are met.
- Handle all post-policy service requests promptly and efficiently.
- Respond to customer inquiries and address complaints professionally.
- Maintain exceptional customer satisfaction ratings.
- Process life claims with accuracy and attention to detail.
- Ensure compliance with relevant regulations and guidelines.
Key Performance Indicators (KPIs):
- Meet or exceed customer engagement targets.
- Achieve high levels of retention across all cohorts.
- Maintain an NPS score of 85 or higher.
- Ensure timely banking of premiums within 24 hours.
- Monitor and optimize vendor payment processing times.
- Accurately process POS requests.
- Deliver exceptional customer service.
- Upload POS and claims documents to the FTP server within one day.
- Achieve an audit rating of 2 or better.
- Promote persistency among customers.
- Foster a culture of continuous learning and improvement.
Requirements and Qualifications:
- Bachelor's or Master's degree in any field.
- At least 10 years of experience in handling front-end customer services.
- Strong knowledge of service quality principles.
- Proven ability to lead teams of 8 or more employees.
Essential Skills and Knowledge:
- Must be highly customer-focused.
- Excellent communication and interpersonal skills.
- Good coordination and organization skills.
- Proficient data management skills on Excel.
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