Job Description

Career Opportunities

Position

Exec/AM - NEOM Desk

No. of Positions

10

Department

Operations

Function

Operations - Agency

Reporting to

Manager - NEOM

Band

5/5A

Location

Gurgaon

Last Date of

Submission

Key Responsibilities & Indicative time allotment

Customer on-boarding and Issuance Deliverables - 80%

• Drive Targeted applied to paid ratios in respective Offices.
• Enhance M0 ratios to maximize AFYP. (Protection and Retail).
• WIP Management and improvement of Issuance and GO Actionable Resolution TATs.
• Improvement in take up of Insta FR, FTR etc.
• Drive reduction Business Leakage (NTU and NPW).
• Liaison with other support units at Home Office (such as PI, UW, IT, Sales promotion etc) to ensure that all operational issues /help items pertaining to NEOM Desk are resolved.
• Trainings of Front End Sales team, Sellers on various UW/PI guidelines and any updates

Distribution & Agent Engagement -20%

• Ensuring regular distribution engagement through various platforms
• Ensure regular training and process updates to distribution team
• Liaise with various departments at HO for smooth operations

Desired qualifications and experience:

• Graduate
• Must have a minimum of 3-4 years\' experience, of which at least 1-2 years should have been spent in Operations and / or Customer Service
• Experience of branch Operations and / or Customer acquisition process preferably in Insurance, banking, telecom or MNC service companies

Measure of Success:

• More than 90% of applied to paid ratio.
• Consistent improvement in M0 Issuance.
• Improvement in Insta FR Take Up Rate.
• Business Leakage Revival
• Agent NPS
• DSAT

Skills:

• Knowledge of PI and UW
• WIP management
• Communication Skills
• Stakeholder Management
• Expertise in Systems like MS Office (Excel, word, ppt etc)

Career Opportunities

Position

Exec/AM - NEOM Desk

No. of Positions

10

Department

Operations

Function

Operations - Agency

Reporting to

Manager - NEOM

Band

5/5A

Location

Gurgaon

Last Date of

Submission

Key Responsibilities & Indicative time allotment

Customer on-boarding and Issuance Deliverables - 80%

• Drive Targeted applied to paid ratios in respective Offices.
• Enhance M0 ratios to maximize AFYP. (Protection and Retail).
• WIP Management and improvement of Issuance and GO Actionable Resolution TATs.
• Improvement in take up of Insta FR, FTR etc.
• Drive reduction Business Leakage (NTU and NPW).
• Liaison with other support units at Home Office (such as PI, UW, IT, Sales promotion etc) to ensure that all operational issues /help items pertaining to NEOM Desk are resolved.
• Trainings of Front End Sales team, Sellers on various UW/PI guidelines and any updates

Distribution & Agent Engagement -20%

• Ensuring regular distribution engagement through various platforms
• Ensure regular training and process updates to distribution team
• Liaise with various departments at HO for smooth operations

Desired qualifications and experience:

• Graduate
• Must have a minimum of 3-4 years\' experience, of which at least 1-2 years should have been spent in Operations and / or Customer Service
• Experience of branch Operations and / or Customer acquisition process preferably in Insurance, banking, telecom or MNC service companies

Measure of Success:

• More than 90% of applied to paid ratio.
• Consistent improvement in M0 Issuance.
• Improvement in Insta FR Take Up Rate.
• Business Leakage Revival
• Agent NPS
• DSAT

Skills:

• Knowledge of PI and UW
• WIP management
• Communication Skills
• Stakeholder Management
• Expertise in Systems like MS Office (Excel, word, ppt etc)

Max Life Insurance