HDFC Life, one of India’s leading private life insurance companies, offers a range of individual and group insurance solutions. HDFC Life continues to have one of the widest reaches among current insurance companies with about 420+ branches in India touching customers in over 980+ cities and towns. Our long-stated strategy of balanced product mix, diversified distribution, continuous product innovation and re-imagining insurance through effective use of technology has enabled us to continue our journey despite the ever-changing external workplace.
Purpose of the Job:
To ensure customer service and support all backend operation like NB, PS, Accounts Revival, and Lead Generation and to track & increase Persistency and Revival UW.
Duties & Responsibilities:
Customer Relationship and Services:
Interacting with external and internal customers and addressing their queries, requests and complaints
Upfront complaint resolution & management
Current Business Processing:
Handling end to end log ins & support sales in policy conversions
Scrutiny of accepted New Business application forms & recording rejections
Creation of client IDs and receipting of money
Policy Servicing:
Processing all policy servicing transactions and follow-up with HUB Operations for same day processing and NAV allocation
Refunds processing and dispatch
Undelivered policy documents tracking and management
Maintenance of all files and registers
Minor alteration like COA (Change of Address)
Answering queries on phone from Channel partner, FCs as well as customers
Claims:
Collecting documents from claimant/field visits to claimant, or other parties involved like public hospitals, police station etc. (As and when case requires)
Follow ups with Claims department for processing, decision and claim cheque hand-over process
Documentation: Maintaining and updating of all kinds of Reports like MINT, PEPPER WONDE