Executive - Operations - Agency
Max Life Insurance
- Kolkata, West Bengal
- Permanent
- Full-time
- 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
- Processing of customer request - POS
- Sales to Service & Recruitment.
- Persistency -13th and 25th Month
- Customer Retention and Revenue
- Applied to Paid ratio
- 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
- 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
30%Desired qualifications and experience:
- Must have a minimum of 2-3 years experience of which at least 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
- 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
- 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
- Processing of customer request - POS
- Sales to Service & Recruitment.
- Persistency -13th and 25th Month
- Customer Retention and Revenue
- Applied to Paid ratio
- 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
- 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
30%Desired qualifications and experience:
- Must have a minimum of 2-3 years experience of which at least 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
- 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