A. Position Overview

Position Title

Executive

Department

Business Conservation

Level/ Band

201

B. Role Summary

Drive renewal collection and Manage control/implement business conservation for Banca Partner including policy reinstatement process.
Ensure smooth functioning of operational activities of Autopay and other related processes.
Resolve customer queries and grievance related to collections

C. Organizational Relationships

Reports to

Senior Manager

Supervises

NA

D. Job Dimensions

Geographic Area Covered

HO PAN INDIA

Stakeholders Internal

Branches
Operations
Sales Team
Finance
Vendor Management
IT
Audit

External

Web aggregator
Digital Business partner (DBU)
Banca Partners

E. Key Result Areas

Renewal Collections

Digital Business Partner/Banca/Premium collection management
Drive renewal collections with Channel and Partners
Drive Call center for renewal collection
Achieve renewal collection target for organization
Drive specific campaign for renewal collections
Analyze portfolio and drive collection on targeted base
Data to be interpreted for further action
To engage with HNI customer for renewal collection and query resolution
Resolve customer queries and grievance related to collections
Reviewing collection strategy for better output
Support collection MIS management

Partner Engagement

Drive renewal collection through partner and internal sales team
Provide data analysis and red flag areas to improve on renewal collections
Effective engagement with channel partner hierarchy like branches, banca assurance managers, cluster heads, regional heads
Support on customer grievance and queries
Support partner collections team

Internal Stake Holders

Handling of customer & sales queries
Invoice Processing through vendor management / finance
Support IT development for system enhancement
Process review in accordance with audit and regulatory compliance guidelines
Ensure effective handling and timely resolution of key customer queries with a view to bring about customer satisfaction
Review system changes for process improvement
Preparation of presentation on process/ subject as per management requirement

G. Skills Required

Type of Skills

Essential

Desired

Technical Skills

Database management – X
Data Interpretation – X
Data Base Control Through MS Excel / MS Access – X
SQL KNOWLEDGE – X

Behavioral Skills

Interpersonal – X
Communication – X
Creative thinking – X
Supervising/Leadership – X
Teamwork – X
Influencing – X
Relationship Building – X
Decision making – X

H. Incumbent Characteristics

Essential

Desired

Qualification

Graduate
Post Graduate

Experience

Knowledge on collection process
Minimum 3 - 4 year experience on renewal collections process
2- 3 year Experience to manage external stakeholders
Knowledge on Insurance process and industry

Legal Intern (non litigation)

Training Delivery Intern

Customer Support Specialist

Customer Support Executive

Facilities Executive

Executive - Persistency

Regional Sales Trainer