Customer Engagement Executive (Banca)
- Axis Max Life
- 1 - 5 years
- Delhi, NCR
- 4 days ago
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Job Description
Role & responsibilities
DRIVING OPERATIONAL EFFICIENCIES & DISTRIBUTION ENAGAGEMENT
- Daily WIP management
- Weekly/Fort-nightly Governance calls/Meetings
- Quality of Business discussions and drive issuance/ leakage/ Persistency/ E2R/ Free-look / Claims at zone/cluster level
- Processing post issuance customer requests(POS)
- Driving Persistency for the zone.
2) ESCALATION & QUERY MGMT Single point of contact for escalations management (service query / Under writing/URMU / claims)
3) TRAINING: Train and educate sales team on the various ops process, underwriting guidelines, new initiatives and address FAQs
Knowledge and skills required:
- Good communication skills
- Customer centric approach
- Process documentation and systems approach
- Previous experience preferably in relationship management and cross functional engagement
- Computer skills in using databases and office management software including spreadsheets/presentation skills.
Preferred candidate profile
- Graduate / Post-Graduate in any discipline.
- 2-3 years experience in operations or customer services
- Knowledge of service quality is required
Job Classification
Industry: InsuranceFunctional Area / Department: Customer Success, Service & OperationsRole Category: Customer SuccessRole: Customer Success AssociateEmployement Type: Full timeContact Details:
Company: Axis Max LifeLocation(s): Delhi, NCR
Keyskills: Customer Engagement Customer Support Customer Service Branch Operations Customer Experience Customer Retention Customer Handling
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