Customer Engagement Executive

1 week ago

Delhi, Delhi, India Axis Max Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

DRIVING OPERATIONAL EFFICIENCIES & DISTRIBUTION ENAGAGEMENT

  • Daily WIP management
  • Weekly/Fort-nightly Governance calls/Meetings
  • Quality of Business discussions and drive issuance/ leakage/ Persistency/ E2R/ Free-look / Claims at zone/cluster level
  • Processing post issuance customer requests(POS)
  • Driving Persistency for the zone.

2) ESCALATION & QUERY MGMT Single point of contact for escalations management (service query / Under writing/URMU / claims)

3) TRAINING: Train and educate sales team on the various ops process, underwriting guidelines, new initiatives and address FAQs

Knowledge and skills required:

  • Good communication skills
  • Customer centric approach
  • Process documentation and systems approach
  • Previous experience preferably in relationship management and cross functional engagement
  • Computer skills in using databases and office management software including spreadsheets/presentation skills.

Preferred candidate profile

  • Graduate / Post-Graduate in any discipline.
  • 2-3 years experience in operations or customer services
  • Knowledge of service quality is required

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