Executive - Customer Engagement (Agency)

Axis Max Life Insurance Limited; Odisha; On-site; INR 300,000 - 420,000; Full time

Job summary

Axis Max Life Insurance Limited in Berhampur invites applications for Executive- Customer Engagement (Agency). The role involves managing office administration, agency contracting, processing new business, and banking of initial and renewal premiums.

The candidate should be a Graduate or Post-Graduate with 3-4 years of front-end customer service experience and good Excel/data skills, with strong communication and coordination abilities to ensure service quality.

Qualifications

• Graduate / Post-Graduate in any discipline.
• 3-4 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

Communication skills

Coordination skills

Excel data management

Education

Graduate / Post-Graduate in any discipline

Tools

Excel

Job description

Job Description Job TitleExecutive- Customer Engagement (Agency) LocationBerhampur DepartmentOperations FunctionOperations - Agency Reporting toManager Band5

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.
• 3-4 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

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