Career OpportunitiesJob Code: IJP/Executive – Ops Executive - CETPosition

ExecutiveNo. Of Positions1Department

OperationsFunctionOperations – AgencyReporting to

Deputy Manager (Sudhaditya Ganguli)Band5Location

KolkataGO1Last date of submissionKey Responsibilities:
Handling Digital Calls
Processing of New Business Queries
Discrepancy Management – FOP’s
WIP Management
Handling Field Ops Queries Complaints
Processing of cheques / cash / credit card
Policy Coll clearance
Petty Cash Management
Vendor Management
Statutory and Facility Management
Agency Contract – Existing agents
Adherence to all regulatory requirements
Processing of customer request – POS
Sales to Service Recruitment.
Persistency -13thand 25thMonth
Customer Retention and Revenue
Freelook Retention

Measure of Success:
Applied to Paid ratio 95%
Reduction in discrepancy rate 3%
Resolution of GO actionable with TAT
Customer / Distribution satisfaction score +3.5
100% in Day 1
Adhere to the laid down process and guidelines




Timely processing of docs within 2 days of receipt
Agent Query and Code follow-up
Processing the agent reimbursement as per guidelines and accurately
POS accuracy at 97% and Decline at 3%
Collection of 13+25 Month90%
Surrender/Retention70%,ECS Retention60%

Desired qualifications and experience:
Must have a minimum of 2-3 yearsInsuranceexperience of which at least 2 yrs in customer service / operations / Finance
ELIGIBILITY
Candidates who have a performance rating of G2M2 have completed 12 months in the current role
Candidates who have a performance rating of G3M3 have completed 18 months in the current role
FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role have a minimum performance rating of G3M3

Knowledge and skills required:
Ability to work in a fast paced workplace
Strong people skills
Good co-ordination skills
Data management on Excel should be good
Accounting Knowledge
Customer Centric

📌 Executive - Customer Engagement (Agency) (West Bengal)
🏢 AxisMaxlife
📍 West Bengal