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
- 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
- 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
- Positive co-ordination skills
- Data management on Excel should be good

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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