Job DescriptionJob TitleExecutive- Customer Engagement (Agency)LocationMumbai – GO33DepartmentOperationsFunctionOperations - AgencyReporting toManagerBand5
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.maxlif

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