Deputy Manager - Operations
Max Life Insurance
- Mumbai, Maharashtra
- Permanent
- Full-time
- Daily WIP management (governance calls)
- Weekly/Fort-nightly Governance calls/Meetings
- Monthly FWG with Broker and Distribution
- Quality of Business discussions and drive issuance/ leakage/ Persistency/ E2R/ Free-look / Claims at zone/cluster level
- 100% Customer Service and complaint resolution within TAT
- Broker Partner, Customer satisfaction score-top 2 boxes with more than 80%
- Customer retention and reduction in leakage (less than 6 % pre and post)
- Trainings to Broker partners and Distribution team on ops processes and policies
- Meet the renewal / persistency targets
- Meet the Surrender retention targets
- Audit ratings of 2 or above in all internal audits
- A Graduate/MBA
- Experience of 5-8 years plus in operations or customer services in a financial services industry.
- Good communication skills
- Customer centric approach
- Process documentation and systems approach
- Previous experience preferably in relationship management and cross functional engagement
- Computer skills in using databases and office management software including spreadsheets/presentation skills.
- Daily WIP management (governance calls)
- Weekly/Fort-nightly Governance calls/Meetings
- Monthly FWG with Broker and Distribution
- Quality of Business discussions and drive issuance/ leakage/ Persistency/ E2R/ Free-look / Claims at zone/cluster level
- 100% Customer Service and complaint resolution within TAT
- Broker Partner, Customer satisfaction score-top 2 boxes with more than 80%
- Customer retention and reduction in leakage (less than 6 % pre and post)
- Trainings to Broker partners and Distribution team on ops processes and policies
- Meet the renewal / persistency targets
- Meet the Surrender retention targets
- Audit ratings of 2 or above in all internal audits
- A Graduate/MBA
- Experience of 5-8 years plus in operations or customer services in a financial services industry.
- Good communication skills
- Customer centric approach
- Process documentation and systems approach
- Previous experience preferably in relationship management and cross functional engagement
- Computer skills in using databases and office management software including spreadsheets/presentation skills.