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Inviting applicants for Customer Service Officer (CSO)

1.00 to 3.00 Years   Varanasi   16 Mar, 2020
Max life insurance Co LTD
Job LocationVaranasi
EducationNot Mentioned
SalaryNot Disclosed
IndustryInsurance
Functional AreaCustomer Service (Domestic)Sales / BD
EmploymentTypeFull-time

Job Description

Dear Candidate,Greetings of the day!Job DescriptionPositionCSO (Customer Service Officer) - SPARC (Service Points As a Revenue Channel)IncumbentNew positionDepartmentOperationsFunctionOperations -SPARCReporting toCSM (Customer Service Manager) - SPARCBand5LocationTeam size (D/I)IndependentJOB SUMMARYIntroduction:SPARC is a new initiative aimed at leveraging service touch points with existing customers to generate new sales. We currently have a service-to-sales (S2S) model in place for walk-in customers at our branches. However, there are many other instances and touch points, where we interact with our customers, which are not leveraged for generating sales - such as financial payouts, service request, premium reminder calling etc. Total volume of such touch points is ~3-4 lacs per month hence there is enough revenue potential in these touch points due to which SPARC has been conceived.This position will be responsible for customer service, retention and sales to existing MLI customers through relationship building.KEY RESPONSIBILITIES

  • A.Cross sell / Up sell
  • Work on every lead allocated from HO team
  • Identify financial goals of customers and provide financial planning assistance.
  • Pitch products as per need of the customer
  • Convert leads into new sale.
  • B.Customer Service/Retention through relationship management
  • Establishing and strengthening relationship with allocated customer base
  • Collection of due premium from customers
  • Collection of additional document requirement related to reinstatement
  • Generate interest of the customer to buy another product post providing proper service.
Execution measuresCollection of due premium as per target.Service resolution percentage/TATMeet cross sell/up sell business targetsCustomer satisfaction scoreKey competencies/skills required
  • Building relationships - ability to influence customers
  • Building collaboration
  • Detail-oriented
  • Customer centricity.
Key Relationships Management (Internal /External)Internal :Head of SPARC, Field Ops, Training, HRExternal:CustomersDesired qualification and experienceGraduate in ManagementMust have a minimum of 1+ years experience.Experience in managing customer relationshipKnowledge of Insurance sales and related processesRoleCustomer Service ExecutiveIndustry TypeInsuranceFunctional AreaFinancial Services,Banking,Investments,InsuranceEmployment TypeFull Time, PermanentRole CategoryRetail/Personal BankingEducationUG :Any Graduate in Any SpecializationPG :Any Postgraduate in Any SpecializationRegards,HR Team

Keyskills :
customerservice insurancesales insurance leadgeneration bde sales directsales insuranceadvisory customerrelationship nsuranceagent

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