KEY RESPONSIBILITIES: Maximize Paid to Applied Business in coordination with Issuance/underwriting team and finance Handling Centralized welcome calling Process. Reduction in Discrepancy ratio. WIP Management - GO actionable TAT, issuance TAT. Vendor Bill Management Manage Dashboards & Governance for field ops Field operation & HO coordination for field operation fulfillment support. Lead Employee engagement initiatives for CAT-ops
MEASURES OF SUCCESS: Paid to Applied Business 92% Ensure 100% welcoming calling on applied new business on time Minimize channel discrepancy ratio <5% Reduction in Business leakage <5 % Improvement in Employee engagement score
QUALIFICATION & EXPERIENCE Graduate in any discipline. 5-7 years of experience in New Business. Life insurance experience is preferred
KNOWLEDGE & SKILL Excellent Inter-personnel skills High internal customer centricity Relationship building
KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with theallocated customer base. Ensure retention of in his/her allocated Book ofRelations (existing customer database). Act as single point of contact for customers for anycustomer query/complaint. Identify financial goals of customers and providingfinancial planning assistance. Competition Analysis for giving professional advice tocustomer Fix self appointments everyday from the givencustomer database as per the campaignSales Focus on cross-sell & up-sell opportunity in allocatedcustomers. Ensure successful completion of licensing as per MLIstandards
MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sellBusiness Goals month on month Collection of payment/premium from 91-180 daysdue policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total workingdays) Successfully score >=80% in the FunctionalTrainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Must own a conveyance
KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Valuable communication skills- English and regional language .
