Executive - Customer Engagement (Agency)

Axis Max Life Insurance; Karnataka; On-site; INR 350,000 - 550,000; Full time

Job summary

Axis Max Life Insurance is seeking a customer service executive to support front‑end client interactions and handle service requests post‑issuance.

You will manage office administration assets, process new business, bank initial and renewal premiums, and respond to queries with clear communication.

Strong Excel data management, coordination skills, and a commitment to service quality will help maintain high NPS and compliant operations.

Qualifications

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

Responsibilities

• Managing office administration assets and upkeep of the same.
• Agents Contracting
• New Business Processing
• Banking of Initial & Renewal Premium
• Managing Petty cash & vendor payments
• Retention of Surrender Requests
• Execution of all Service Requests - Post Policy Issuance
• Reverting on customer queries and complaints
• Maintaining high NPS Scores
• Life and Health Claims processing
• Handling compliance issues.

Skills

Customer-centric

Excellent communication

Coordination skills

Excel skills

Education

Graduate / Post-Graduate in any discipline

Job description

Key Responsibilities

• Managing office administration assets and upkeep of the same.
• Agents Contracting
• New Business Processing
• Banking of Initial & Renewal Premium
• Managing Petty cash & vendor payments
• Retention of Surrender Requests
• Execution of all Service Requests - Post Policy Issuance
• Reverting on customer queries and complaints
• Maintaining high NPS Scores
• Life and Health Claims processing
• Handling compliance issues.

Measures of Success

• Service to Delight- 3Days
• Customer Engagement - 70
• Surrender Retention - 68
• NPS-85
• 100 Banking with 24 hours.
• Vendor payment TAT should be < 10 days
• Surrender Requests

Desired qualifications and experience

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

Knowledge and skills required

• Must be highly customer centric
• Excellent communication skills
• Good co-ordination skills
• Data management on Excel should be good