Join HDFC Life’s Walk-In Interviews on 21st September for exciting job opportunities. Open for freshers and experienced professionals. Don’t miss out!”
Looking for a rewarding career in the insurance sector? HDFC Life is conducting Walk-In Interviews on 21st September for dynamic individuals ready to excel in their careers. Whether you are a fresher or an experienced professional, HDFC Life offers exciting growth opportunities.
Job Description Branch Operations – Senior Associate
About HDFC Life: HDFC Life, one of India’s leading private life insurance companies, offers a range of individual and group insurance solutions. HDFC Life continues to have one of the widest reaches among new insurance companies with about 420+ branches in India touching customers in over 980+ cities and towns. Our long-stated strategy of balanced product mix, diversified distribution, continuous product innovation and re-imagining insurance through effective use of technology has enabled us to continue our journey despite the ever-changing external environment.
Purpose of the Job: To ensure customer service and support all backend operation like NB, PS, Accounts Revival, and Lead Generation and to track & increase Persistency and Revival UW.
Duties & Responsibilities:
• Customer Relationship and Services: o Interacting with external and internal customers and addressing their queries, requests and complaints o Upfront complaint resolution & management
• New Business Processing: o Handling end to end log ins & support sales in policy conversions o Scrutiny of accepted New Business application forms & recording rejections o Creation of client IDs and receipting of money
• Policy Servicing: o Processing all policy servicing transactions and follow-up with HUB Operations for same day processing and NAV allocation o Refunds processing and dispatch o Undelivered policy documents tracking and management o Maintenance of all files and registers o Minor alteration like COA (Change of Address) o Answering queries on phone from Channel partner, FCs as well as customers
• Claims: o Collecting documents from claimant/field visits to claimant, or other parties involved like public hospitals, police station etc. (As and when case requires) o Follow ups with Claims department for processing, decision and claim cheque hand-over process
• Documentation: Maintaining and updating of all kinds of Reports like MINT, PEPPER WONDERS, files and registers & updating customer ‘s information
• Business Retention: To ensure business retention by averting lookins/withdrawal/ surrenders/premium reduction that also involves coordination with sales colleagues and HUB
• Persistency/Revival: Revival calling for lapsed and paid-up policies for reinstatement that frequently requires visiting customers place to convince them on reinstating policies • Lead Generations: o Generating leads and seeking appointment with all walk-in customers for pitching repurchase. o System updation, lead allocation and follow ups with Sales for lead closure.
Knowledge, Skills & Abilities: • Academic Qualification: Graduate/Post Graduate
Work Experience: 1-2 years of experience in operations, customer service, backend operations preferably from Insurance or Banking sector.
Required Skills: • Good communication skills • MS Office (Excel, PowerPoint and etc.)
