Executive - Customer Engagement (Agency)
Axis Max Life Insurance Limited · Maharashtra
- Experience2–3 yrs
- SalaryNot disclosed
- Work modeonsite
- Posted1 Oct 2026
About Axis Max Life Insurance Limited
Axis Max Life Insurance Limited is hiring in Maharashtra in insurance. This role looks for around 2+ years of experience.
Skills
- customer service operations
- insurance persistency
- lead generation
- Microsoft Excel
- accounting knowledge
The role
An agency operations executive at an insurance company handles customer service operations, insurance persistency, and lead generation, while using Microsoft Excel and accounting knowledge to resolve service requests and support retention.
Full job description
Career Opportunities Position ExecutiveNo. Of Positions1Department OperationsFunctionOperations AgencyReporting to Manager (Cluster Officer)Band5Location Pune GO1Last date of submission Key Responsibilities:Handling Digital Calls (Call Quality Audit Process Adherence) Query resolution and Service request processing at Digital Calls.Service to Sales/Recruitment lead Generation and Conversion. Ensuring 13M & 25M persistency collection. Retaining customer coming in for Surrender/ECS/FLC/E2R New Business WIP Management Statutory Compliance & Branch Risk Rating Training & CertificationMeasure of Success:1. Total Duration for which the user was active (As per the OD’s)2. No of calls attended by the User (As per the OD’s)3. Average Call handling Time (As per the OD’s)4. Time taken(lag) to pick up the call (As per the OD’s) 1. Ensuring timely and accurate resolution (Reduction in service grievance & CXO escalation)2. Digital NPS/ Surrender NPS (As per the Goal Sheet)3. POS decline Management (As per the Goal Sheet)4. WIP Management5. S2S/R Lead Generation and follow-up with Distribution till conversion 1. Monthly Calling on 13M & 25M Callable base assigned2. Weekly follow-up with Distribution on Unpaid Cases (Non Contactable/Deferred/Refuse to pay Cases) 1. Surrender Retention both on value & Volume. (As per the Goal Sheet)2. ECS Retention both on value & Volume. (As per the Goal Sheet)3. Free-look retention Value (As per the Goal Sheet)4. E2R Retention Volume. (As per the Goal Sheet) 1.WIP Management2. P2A (Paid to Applied) (As per the Goal Sheet)2. FTR (First Time Right) (As per the Goal Sheet)3. E-Nach adoption(Online ECS Registration)4. Agent engagement (NPS) Ensuring Statutory, Compliance and Grievances display in al the respecting mapped branches.Actively take part in training s and ensure clearing all the assigned assessments on stipulated time. Desired qualifications and experience:Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance.v ELIGIBILITYØ Candidates who have a performance rating of G3V3 & have completed 18 months in the current role.FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role & have a minimum performance rating of G3V3Knowledge and skills required:Ability to work in a fast paced environmentStrong people skillsGood co-ordination skillsData management on Excel should be goodAccounting KnowledgeCustomer Centric