Executive - Customer Engagement (Agency)

Axis Max Life Insurance Limited; Maharashtra; On-site; INR 350,000 - 500,000; Full time

Job summary

Axis Max Life Insurance Limited is hiring for Executive- Customer Engagement (Agency) in Mumbai. The role focuses on servicing clients, processing new and renewal premiums, handling policy changes, and resolving queries to maintain high customer satisfaction and compliance standards.

Strong Excel data management and customer-centric approach are essential. Ideal candidates hold a Graduate or Post-Graduate degree with 1–2 years of front-end customer service experience.

Qualifications

• Graduate / Post-Graduate in any discipline.
• 1- 2years experience handling front end customer services
• Knowledge of service quality is required

Responsibilities

• New Business Processing
• Banking of Initial & Renewal Premium
• Retention of Surrender Requests, Freelook and Miselling request
• 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
• Service to Sales and Service to Recruitment
• Managing office administration assets and upkeep of the same
• Persistency calling

Skills

Customer centric

Excel

Education

Graduate / Post-Graduate

Job description

Maharashtra

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About Axis Max Life

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 a well-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description

Job Description

Job Title Executive- Customer Engagement (Agency) Location Mumbai – GO33

Department Operations Function Operations - Agency

Reporting to Manager Band 5

Key Responsibilities:

• New Business Processing
• Banking of Initial & Renewal Premium
• Retention of Surrender Requests, Freelook and Miselling request
• 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
• Service to Sales and Service to Recruitment
• Managing office administration assets and upkeep of the same
• Persistency calling

Measure of Success:

• Customer Engagement - 70%
• 100% Banking with 24 hours.
• Vendor payment TAT should be < 10 days

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
• 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.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply