Job
Description
Greetings from Kotak Life Insurance!
Job Locations: Salem
Date : 30th October
Timing : 10am to 5pm
Address: 2nd Floor, Sri Varanya Towers, Brindhavan Road, Near Sony Service Center, Salem - 636004
Please Note:
- Local Candidate required
- Graduate Candidate can apply
- Maximum Age Limit 26years
1. New Business proposal form processing.
2. Primary underwriting.
3. Customer Service.
4. Renewal Calling
5. Stale Chq Closure.
6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit.
7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.
8. Driving conversion of new business by means of follow-up with sales team on requirements.
9. Driving End to End TAT.
10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer.
11. Riders sourcing from walk-in customers and renewal calling.
12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like surrender ( part or full), maturity, survival benefit etc. ]
13. Other back office work.
14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and chq at branches.
15. Banking of chqs and cash collected on previous day thru Bank appointed pick-up person.
16. S2S Service to Sales and cross sell.