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Relationship Associate - Credit Life
full-timeChennai

Summary

Location

Chennai

Type

full-time

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About this role

Principal Accountabilities

How they are achieved/measured

  • Manage the Group business with the Bank employees

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Liaison with different departments for closure of the cases
  • Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
  • Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
  • Provide market feedback on competition and other products in the market.
  • Manage and strengthen relationship through engagement with Partner’s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

 

 

  • Tracking penetration performance and publishing dashboards, along with Group Operations.
  • To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
  • Monitoring and control process of Post Sales.
  • Managing complete claims operation & end to end process.

 

 

Principal Accountabilities

How they are achieved/measured

  • Manage the Group business with the Bank employees

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Liaison with different departments for closure of the cases
  • Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
  • Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
  • Provide market feedback on competition and other products in the market.
  • Manage and strengthen relationship through engagement with Partner’s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

 

 

  • Tracking penetration performance and publishing dashboards, along with Group Operations.
  • To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
  • Monitoring and control process of Post Sales.
  • Managing complete claims operation & end to end process.

 

 

Other facts

Tech stack
Relationship Management,Sales,Training,Market Feedback,Claims Management,Data Analysis,Process Improvement,Collaboration,Engagement,Performance Tracking,Insurance Products,Business Development,Customer Service,Communication,Team Coordination,Problem Solving

About maxlifeins

Axis Max Life Insurance Limited (earlier known as Max Life Insurance Company Limited)  is a Joint Venture between Max Financial Services Limited and Axis Bank Limited.
Max Financial Services Ltd. is a part of the Max Group, an Indian multi-business corporation. Axis Max Life Insurance Limited has an individual claims paid ratio of 99.65% as per the annual audited financials for FY23-24.
We offer comprehensive protection and long-term savings life insurance solutions, through our multichannel distribution including agency and third party distribution partners.
You can reach us at our:
Customer Service Helpline - 1860 120 5577 (9:00 AM to 6:00 PM Monday to Saturday) or,
Write to us at [email protected]. You can also contact us through our portal https://www.maxlifeinsurance.com/contact-us/write-to-us.html.
Axis Max Life Insurance Limited has built its operations over almost two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.
As per public disclosures, during the financial year 2023-24,
• As on 31st March 2024 the Company had Rs. 150,836 crore of assets under management(AUM), and
• A Sum Assured in Force of Rs. 1,779,409 crore.
For more information, please visit the Company's website at www.maxlifeinsurance.com

What you'll do

  • The Relationship Associate is responsible for managing group business with bank employees and liaising with various departments to close cases. They will also champion products and processes to drive sales and enhance relationships with key stakeholders.

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Frequently Asked Questions

What does a Relationship Associate - Credit Life do at maxlifeins?

As a Relationship Associate - Credit Life at maxlifeins, you will: the Relationship Associate is responsible for managing group business with bank employees and liaising with various departments to close cases. They will also champion products and processes to drive sales and enhance relationships with key stakeholders..

Why join maxlifeins as a Relationship Associate - Credit Life?

maxlifeins is a leading Insurance company.

Is the Relationship Associate - Credit Life position at maxlifeins remote?

The Relationship Associate - Credit Life position at maxlifeins is based in Chennai, Tamil Nadu, India. Contact the company through Clera for specific work arrangement details.

How do I apply for the Relationship Associate - Credit Life position at maxlifeins?

You can apply for the Relationship Associate - Credit Life position at maxlifeins directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about maxlifeins on their website.