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Executive - Customer Engagement (Agency)
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About Axis Max Life
Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited.
Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery, and a well-trained human capital.
Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.
#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
Job Description
Position
Executive
Department
Digital Operations
Reporting to
Manager (Cluster Officer)
Location
As per Office
Key Responsibilities:
Handling Digital Calls (Call Quality Audit Process Adherence)
Query resolution and Service request processing at Digital Calls.
Service to Sales/Recruitment lead Generation and Conversion.
Ensuring 13M & 25M persistency collection.
Retaining customer coming in for Surrender/ECS/FLC/E2R
New Business WIP Management
Statutory Compliance & Branch Risk Rating
Training & Certification
Desired qualifications and experience:
Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance.
v ELIGIBILITY
Ø Candidates who have a performance rating of G3V3 & have completed 18 months in the current role.
FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role & have a minimum performance rating of G3V3
Knowledge and skills required:
Ability to work in a fast paced environment
Strong people skills
Good co-ordination skills
Data management on Excel should be good
Accounting Knowledge
Customer Centric
State
West Bengal
Branch
Kolkata - GO1
Department
Operations
Function
Operations - Agency
Posted On
08-Dec-2025
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