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    Assistant Manager - Kolkata, India - Max Life Insurance

    Max Life Insurance
    Max Life Insurance Kolkata, India

    1 day ago

    Default job background
    Description

    Key Responsibilities

    :
  • Processing of New Business Queries
  • Discrepancy Management – FOP's
  • WIP Management
  • Handling Field Ops Queries & Complaints
  • Processing of cheques / cash / credit card
  • Poll 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 & Recruitement.
  • Persistency -13th and 25th Month
  • Customer Retention and Revenue

    • Measure of Success:

  • Applied to Paid ratio > 88%
  • Reduction in discrepancy rate < 3%
  • Resolution of GO actionable with TAT
  • Customer / Distribution satisfaction score +3.5
  • 100% in Day 1
  • Creation of PCV on a real time basis with replenishment on 40% balance
  • Timely processing of bills and effective cost management
  • Adhere to the laid down process and guidelines

    • Timely processing of docs within 2 days of receipt

  • Agent Query and Code followup
  • Processing the agent reimbursement as per guidelines and accurately
  • POS accuracy at 97% and Decline at 3%
  • Collection of 13+25 Month > 89%
  • Surrender/Retention> 70%,ECS Retention> 30%

    • Desired qualifications and experience:

  • Must have a minimum of 2-3 years experience of which atleast 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 environment
  • Strong people skills
  • Good co-ordination skills
  • Data management on Excel should be good
  • Accounting Knowledge
  • Customer Centric
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