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Customer Retention Officer @ Axis Max Life

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Axis Max Life  Customer Retention Officer

Job Description

Collections


  • Sole responsibility of targets basis allocated base on:

I. Renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment

II. Ensure maintenance and sharing of daily customers trackers and conversion thereof, including review with Manager-Collections

III. Convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc.

IV. Timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection

V. Effectively handling customer escalations, 100% resolution of customer queries & concerns including tracking of service requests raised, providing clarity to required customers on special revival scheme, change in term, short premium bucket to resolve financial constraint and retain customers

VI. Ensuring follow up on critical document like Health Declaration Form / tele underwriting/home visits medical/ ECS Mandate/ complaint letters on silent grief and obtaining new contact details getting update through branch operations

Job Classification

Industry: Insurance
Functional Area / Department: Customer Success, Service & Operations
Role Category: Customer Success, Service & Operations - Other
Role: Customer Success, Service & Operations - Other
Employement Type: Full time

Contact Details:

Company: Axis Max Life
Location(s): Indore

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Keyskills:   Customer Retention Customer Service Customer Experience Customer Satisfaction Retention Customer Operations Customer Management Customer Development Customer Engagement Customer Acquisition

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Axis Max Life

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel...