Job DescriptionJob TitleAssitant Manager- Customer Engagement (Agency)LocationMumbai – GO2DepartmentOperationsFunctionOperations - AgencyReporting toManagerBand5A

Key Responsibilities

· New Business Processing

· Banking of Initial & Renewal Premium

· Managing Petty cash & vendor payments

· 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%

· 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.

· 1- 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 positive

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

📌 Assistant Manager - Customer Engagement (Agency) (Maharashtra)
🏢 Axis Max Life Insurance
📍 Maharashtra