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Job description

**We are Hiring !!** Kotak Life Insurance is giving an opportunity to apply in CSM ( Client servicing Manager ) If you are looking job in operations , MIS , Client Management Kindly contact to **Snehal 9819760337** or share your CV on **kli.mene-snehal@koatk.com** **Eligibility criteria -** - Any Graduated - Advance Excel - Having experience in Operation, MIS, Client Management. - prefers women - 1+ year of experience in operations and MIS **Key Responsibilities** **Branch Operations** - Process new business, servicing, and policy-related transactions as per defined TATs. - Handle customer walk-ins and provide effective resolution to service requests. - Ensure accurate documentation, policy issuance support, and record maintenance. - Maintain compliance with company policies, IRDAI guidelines, and audit requirements. - Coordinate with Sales, Underwriting, Customer Service, and HO teams for operational support. - Support branch administration activities and MIS reporting requirements. **Cross-Sell Support** - Identify cross-sell opportunities from customer interactions and existing policyholder base. - Generate and share leads with the sales team for insurance and related product offerings. - Promote digital servicing and customer engagement initiatives. **Persistency Management** - Support renewal premium collection activities to improve branch persistency. - Track due renewals and coordinate customer reminders. - Assist sales teams in achieving renewal and retention targets. - Maintain renewal and lapse management records. **Collections** - Follow up with customers for pending premium payments and outstanding collections. - Support collection drives and branch-level campaigns. - Maintain collection trackers and provide regular updates to branch leadership. - Coordinate with internal stakeholders for closure of collection-related cases. **Customer Service & Engagement** - Deliver a superior customer experience during all customer interactions. - Resolve customer queries promptly and professionally. - Support branch-level customer engagement initiatives and campaigns. **Key Performance Indicators (KPIs)** - Branch Operations TAT adherence - Error-free transaction processing - Customer service quality scores - Cross-sell lead generation - Persistency and renewal collection support - Collection target achievement - Compliance and audit scores - Process adherence and productivity metrics