Relationship Associate

2 days ago


Ludhiana, Punjab, India Max New York Life insurance Co Ltd Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Job Description

Principal Accountabilities

How they are achieved/measured

  • Manage the Group business with the Bank employees
  • Liaison with different departments for closure of the cases
  • Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
  • Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activation.
  • Provide market feedback on competition and other products in the market.
  • Manage and strengthen relationship through engagement with Partners Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Value add in key initiatives to enhance attachment ratio & business volume through training and service.
  • Tracking penetration performance and publishing dashboards, along with Group Operations.
  • Measure & monitor the various metrics (Files and sum assured penetration rates, seller activation, Claim denial rates/pending rates, rejection ratios, medical TATs, etc.), to minimize the same and adhere to TATs and contribute to product improvement.
  • Monitoring and control process of Post Sales.
  • Managing complete claims operation & end to end process.
Locations
  • Ludhiana, PB, IN

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