POSITION: Data Analyst QUALIFICATION: B.E / B. Tech / M.C.A EXPERIENCE: 1 to 2 years COMPENSATION: Best in the Industry JOB DESCRIPTION: • Client services - updating and modifying client data with respect to the usage of our product. This may require calling clients in the U.S.A. • Proficiency with Microsoft Word and Excel is a must. • Must possess the ability to handle a large volume of paperwork, read and decipher legal documents and understand registration rules. • Must be detail oriented. • Excellent interpersonal and professional communication skills are required. • A high level of customer service is expected. • Ability to learn quickly and multi-task within a team environment. • Degree in Finance would be a plus. • Transport facility will not be provided by the company • Willingness to work US shift (5 PM to 2 AM) and extra hours (when needed during weekends)
Phoenix American SalesFocus Solutions India Pvt. Ltd., based out of Hyderabad, is a subsidiary of the Phoenix American Companies, which is an expanding, privately-held, 35 year old, San Francisco company that is a leader in CRM and sales reporting solutions for the financial services industry. Executives in some of the largest, most respected, best-known financial service companies rely on MARS application to run their business and provide guidance in addressing industry issues such as complying with SEC Rule 22c-2 program management. This enables us to create products and services with the kind of sound industry architecture and intuitive functionality that the most demanding customers expect. Our clients, include asset management firms, insurance companies, banks and real estate investment trusts.
The Indian subsidiary started its operations from Hyderabad in April 2011. You can visit www.phxa.com; www.marssalessolutions.com or www.salesfocussolutions.com for a detailed company profile.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases