CSM (Client Servicing Manger )

Kotak Life Insurance; Ahmedabad District; On-site; INR 500,000 - 700,000; Full time

Job summary

Kotak Life Insurance is hiring for a Client Servicing Manager to manage branch operations, customer interactions, and service requests efficiently.

The role emphasizes managing MIS reports, coordinating with sales and support teams, and driving cross-sell opportunities while ensuring compliance and timely renewals. Graduation is required and advanced Excel skills are preferred.

Qualifications

• Graduation completed.
• Experience in operations, MIS and client management.
• Proficient in Advanced Excel and data handling.

Responsibilities

• Process branch operations, servicing and policy-related transactions with defined TATs.
• Handle walk-ins, resolve service requests and ensure accurate documentation.
• Coordinate with Sales, Underwriting, Customer Service, and HO teams for operational support.
• Support cross-sell opportunities and MIS reporting.
• Assist in persistency/renewal activities and collections.
• Deliver a superior customer experience and ensure compliance with policies.

Skills

Advanced Excel

Operations

MIS

Client Management

Education

Graduation completed

Job description

We are Hiring !!

Kotak Life Insurance is giving an opportunity to apply in CSM ( Client servicing Manager )

Eligibility criteria -

• - Any Graduated
• - Advance Excel
• - Having experience in Operation, MIS, Client Management.
• - prefers women
• - 1+ year of experience in operations and MIS

Key Responsibilities

Branch Operations

• Process new business, servicing, and policy-related transactions as per defined TATs.
• Handle customer walk-ins and provide effective resolution to service requests.
• Ensure accurate documentation, policy issuance support, and record maintenance.
• Maintain compliance with company policies, IRDAI guidelines, and audit requirements.
• Coordinate with Sales, Underwriting, Customer Service, and HO teams for operational support.
• Support branch administration activities and MIS reporting requirements.

Cross-Sell Support

• Identify cross-sell opportunities from customer interactions and existing policyholder base.
• Generate and share leads with the sales team for insurance and related product offerings.
• Promote digital servicing and customer engagement initiatives.

Persistency Management

• Support renewal premium collection activities to improve branch persistency.
• Track due renewals and coordinate customer reminders.
• Assist sales teams in achieving renewal and retention targets.
• Maintain renewal and lapse management records.

Collections

• Follow up with customers for pending premium payments and outstanding collections.
• Support collection drives and branch-level campaigns.
• Maintain collection trackers and provide regular updates to branch leadership.
• Coordinate with internal stakeholders for closure of collection-related cases.

Customer Service & Engagement

• Deliver a superior customer experience during all customer interactions.
• Resolve customer queries promptly and professionally.
• Support branch-level customer engagement initiatives and campaigns.

Key Performance Indicators (KPIs)

• Branch Operations TAT adherence
• Error-free transaction processing
• Customer service quality scores
• Cross-sell lead generation
• Persistency and renewal collection support
• Collection target achievement
• Compliance and audit scores
• Process adherence and productivity metrics