Job Description

Customer Data Management Function

  • Updating of customer address/undelivered mail for non HNW
  • Updating of customer particulars/contact details for non HNW
  • Nomination of Beneficiary
  • Updating of customer consent
  • Updating of correspondence delivery option

Day To Day Responsibilities

  • Process customer requests under the customer data management function for traditional life, ILP and term policies in accordance to guidelines, service standards and quality.
  • Ensure that escalation cases are flagged out and work with the team leader towards resolution within the service level agreement.

Key Metrics

  • Certification status of transactions trained
  • Productivity
  • Error rate
  • Attendance
  • Timely escalation on complaints received/error discovered
  • Service Level Agreements of cases assigned

Experience & Qualific...

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