Senior D2D Associate
Job Purpose
The purpose of the D2D Senior Associate role is to ensure timely and accurate premium collection, delivery of documents, and promotional items to customers, while maintaining excellent customer relationships and addressing their needs effectively. This role contributes to achieving organizational goals through efficient field operations and customer satisfaction.
Job Description
Renewal Premium Collection:
Visit customers at their residence or office to collect renewal premiums within 7 working days.
Ensure accurate record-keeping of collected payments and issue official receipts promptly.
Delivery of Documents and Items:
Deliver official renewal certificates and receipts to customers.
Distribute promotional gift items as per company policies.
Product Explanation and Customer Referrals:
Provide clear explanations of other insurance products available.
Connect customers to the appropriate sales or service channel if they express interest in additional products.
Issue Resolution:
Identify, manage, and resolve any issues arising during D2D activities.
Report unresolved issues to supervisors for escalations as needed.
Data Verification and Audit Compliance:
Verify the accuracy of data delivered or collected during D2D interactions.
Participate in regular audits and address any identified discrepancies.
Customer Relationship Management:
Maintain a professional and courteous relationship with customers.
Ensure customer satisfaction through timely service and accurate communication.
Reporting:
Provide detailed daily or weekly reports on premium collections, document deliveries, and customer interactions.
Report any observations or feedback from customers that may improve services
Job Requirements
High school graduated required
Basic Excel, Myanmar & English Typing and able to use Outlook Email (Preferrable)
Previous experience in field sales, premium collection, or customer service is preferred.
Job Details
Senior Associate
