Career Opportunities Job Code: IJP/Executive - Ops Executive - CET

Position

Executive No. Of Positions 1

Department

Operations Function Operations - Agency

Reporting to

Deputy Manager (Sudhaditya Ganguli) Band 5

Location

Kolkata GO1 Last date of submission

Key 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 -13th and 25th Month

Customer Retention and Revenue

Freelook Retention

Measure of Success:

Applied to Paid ratio > 95%

Reduction in discrepancy rate

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 Month >90%

Surrender/Retention>70%,ECS Retention>60%

Desired qualifications and experience:

Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance

v 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 setting

Strong people skills

Good co-ordination skills

Data management on Excel should be good

Accounting Knowledge

Customer Centric

Disclaimer: This job posting and Location 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) (Kolkata)
🏢 Axis Max Life Insurance
📍 Kolkata