Executive - Customer Engagement (Agency)

Axis Max Life Insurance Limited; Maharashtra; On-site; INR 300,000 - 380,000; Full time

Job summary

Axis Max Life Insurance Limited in Thane is seeking an Executive- Customer Engagement (Agency) to manage office administration, agent contracting, and new business processing within the Operations - Agency function.

You will handle banking of initial and renewal premiums, petty cash, and vendor payments, while addressing customer queries, service requests, and ensuring compliance and strong NPS targets.

Qualifications

• Experience in office administration and asset management.
• Experience in agents contracting and new business processing.
• Experience in banking of initial and renewal premiums.
• Ability to manage petty cash and vendor payments.
• Knowledge of compliance and audit requirements.

Responsibilities

• Manage office administration assets and upkeep.
• Contract agents and process new business.
• Bank initial & renewal premiums.
• Maintain petty cash and vendor payments.
• Handle surrender requests and policy servicing.
• Respond to customer queries and complaints.
• Maintain high NPS scores.
• Process Life and Health claims.
• Ensure compliance and audit readiness.
• Support audit rating improvements.

Skills

Office administration

Agent contracting

New business processing

Premium banking

Vendor payments

Job description

Job Description Job Title Executive- Customer Engagement (Agency) Location Thane 1 APC 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