Executive - Customer Engagement (Agency)

Axis Max Life Insurance Limited; Karnataka; On-site; INR 300,000 - 500,000; Full time

Job summary

Axis Max Life Insurance Limited, formerly Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. It is seeking an Executive- Customer Engagement (Agency) in Banglore Green field to oversee front-line customer services, agency contracts, and processing of new business and premium payments.

The role requires strong customer centricity, excellent communication, and solid Excel-based data management, with a focus on service delivery and

Qualifications

• Graduate or Post-Graduate in any discipline.
• 1-2 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.
• Audit Rating

Skills

Customer centric

Excellent communication

Coordination skills

Data management in Excel

Education

Graduate/Post-Graduate in any discipline

Tools

Excel

Job description

Job Title

Executive- Customer Engagement (Agency)

Location

Banglore Green field

Department

Operations

Function

Operations - Agency

Reporting to

Manager

Band

5

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.
• Audit Rating

Measure 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.
• 1-2years 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

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

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