Executive - Customer Engagement (Agency)

Axis Max Life Insurance Limited; Tamil Nadu; On-site; INR 300,000 - 450,000; Full time

Job summary

Axis Max Life Insurance Limited in Coimbatore invites applications for an Executive – Customer Engagement in Operations. You will handle front-end customer service, process new business and manage premiums, while ensuring timely responses.

The role requires 2+ years in customer services, strong communication, and data handling in Excel. You will work under the Asst Manager - Customer Engagement and contribute to service quality and NPS targets.

Qualifications

• Graduate or Post-Graduate in any discipline.
• Minimum 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 service

Communication

Coordination

Excel data mgmt

Education

Graduate/Post-Graduate

Tools

Excel

Job description

Career Opportunities

Job Code: IJP- Executive Customer Engagement

Position

Executive – Customer Engagement

No. of Positions

Department

Operations

Function

Operations - Agency

Reporting to

Asst Manager - Customer Engagement

Band

5

Location

Coimbatore APC

Last date of submission

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 <1%
• 100 % Accuracy of POS requests
• 100 % Accuracy of Customer service
• Zero Day upload of POS & Claims Docs in FTP server.
• Audit rating 2

Desired qualifications and experience:

• Graduate / Post-Graduate in any discipline.
• Minimum 2 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