DNA Financial is a progressive insurance agency representing Manulife Insurance. Manulife is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.
DNA financial is proud to be a part of this established organization and shares the company’s vision of providing clients with strong, reliable, trustworthy and forward-thinking solutions for their most significant financial decisions.
DNA financial is expanding and looking to hire candidates who want to specialize in financial planning and agency management.
We provide comprehensive training, development program, attractive financial packages and fantastic growth opportunity to make this your most rewarding career.
Email: email@example.com Or visit us at dnafinancialcareers.com
Why Join Us? Do you know how much you are worth in another organization? Do you have any difficulties in finding your prospects and closing your sales?
We groomed: Top Adviser of the Year (2000) 1st court of the table adviser (2001) MDRT Qualifiers A Team of Certified Financial Planners
Company Snapshot Registration No. NSL20034570 Industry: Insurance
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