1. Collections
- Drive desired efficiency on Collection / persistency to support vertical's P&L;
- Engage with both TB & Field teams to drive collections calling & visits (On Roll & Off Roll)
- Create easy dashboards to sensitize teams on collections waterfall, through constant dashboards every day
- Ensure team guidance for driving DRR and Shortfall coverages
- Customer services - Ensure real-time customer query/escalation closure with effective coordination with all stakeholders (Ops/IT/Analytics/ Partner Etc)
- Daily Con-call with teams across the country (Both TB & Field)
- Guide team in data analysis of high/ avg / low performers, engage with managers & Individual Contributors to drive on expectations and drop coverages
- Analyse trend of bounce and suggest & Drive betterment on Bounce/Cancellations trend
- Generate ideas and provide suggestions for improving Collections effectiveness and efficiency
- Capability build, APP, System ETC - for effective collections activities
- Team Manager - manage a team of off roll & on roll staff
- Subject matter expert in insurance product & Collections process
- Work in synergies with business planning on change management (product process changes etc.), top line/bottom line, cancellation & collection control
- Cancellations Control - Ensure onus on cancellations minimization
- Ensure optimum efficiency on Penal income
Required Qualifications and Experience
- Education qualification: MBA Marketing & Sales
- Should have 5-6 years+ of prior experience in relevant roles, preferably in financial services
- Must possess valuable Insurance Product, analytical skills, communication and interpersonal skills
- Should be able to understand and identify patterns for projections on CE%
- Should be able to apply business sense on tele Sales & Insurance Field verticals
- Be familiar with Insurance products (Group / Retail Products)
Locations
- Job Level: GB03
- Job Title: Manager - Insurance Business, Insurance Distribution, Data, Analytics And BI
- Job Location Country: India
- State: MAHARASHTRA
- Region: West
- City: Pune
- Location Name: Pune Corporate Office - HO Tier Megapolis
📌 Manager - Insurance Business (Pune)
🏢 Bajaj FinServ
📍 Pune
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