02 Oct
|
PNB Metlife
|
Gurugram
02 Oct
PNB Metlife
Gurugram
A. ANBP Issuance & Product Mix Management
Manage complete issuance lifecycle across Term, Savings, and Pension products.
Track login-to-issuance movement, reduce TAT breaches, and follow up with all stakeholders.
Work closely with underwriting, RCU, QC & Ops teams to resolve pending / AR cases.
Drive achievement of product mix targets (Term, Savings, Pension).
B.
Persistency
Management
13th Month Persistency
Ensure systematic follow-up with customers and partners to achieve >85% persistency.
Implement renewal reminders, structured calling, and customer communication.
Zero Month & Subsequent Month Persistency
Ensure premium collection in initial & subsequent months post-issuance.
Achieve and maintain monthly target with structured calling and customer communication.
Resolve onboarding/activation issues swiftly.
C. ENACH Registration for Renewal Payments
Promote ENACH registration for all eligible cases across channels.
Follow calling scripts and explain ENACH advantages to customers.
Track daily ENACH MIS for PB & D2C and drive improvements toward 96% target.
Coordinate with partners for tagging accuracy and rectifications.
D.
Partner
Management & Coordination
Act as primary POC for partner escalations
Manage queries via calls, email,
and WhatsApp with timely resolutions.
Share daily/weekly performance MIS including:
o Issuance o Pendency o AI Reviews o QC Rejects o RCU Tracker
Handle escalations end-to-end including reconsideration requests via UW teams.
Challenges decline cases and FR wherever required.
E.
Process
Improvement & Operational Efficiency
Identify process gaps and propose enhancements to reduce manual efforts.
Track and support resolution of tech issues.
Coordinate with tech teams for system corrections and new enhancements.
Skills &
Qualifications
Technical/Process Skills
Understanding of Life Insurance eCommerce operations.
Knowledge of underwriting, persistency cycles, policy issuance workflows.
Familiarity with ENACH, renewal collections, and digital payment processes.
Solid MIS handling and Excel skills.
Ability to analyze AR, QC, RCU issues and coordinate resolutions.
Soft Skills
Solid communication and coordination ability.
Problem-solving mindset with ownership orientation.
Ability to manage escalations independently.
Stakeholder management (internal and external).
Detail-oriented with process discipline.
Key Responsibilities:
📌 Dos Senior Executive Ecommerce Gurugram
🏢 PNB Metlife
📍 Gurugram