PHI - Specialist- Branch Service- Mumbai

Prudentials purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured for our people customers and partners. We provide a platform for our people to do their best work and make an impact to the business and we support our peoples career ambitions. We pledge to make Prudential a place where you can Connect Grow and Succeed.

Prudential (UK) in partnership with the HCL group plans to setup a standalone Indian health insurance company to address the growing healthcare needs of the Indian consumer.

This joint venture will combine Prudentials global expertise in insurance and financial services with HCL Groups experience in technology and healthcare solutions.

Prudential with its longstanding presence in India already operates two leading businesses in life insurance and asset management with the ICICI Group. Prudential was also the proud sponsor of the 1983 Cricket World Cup Indias first World Cup Victory!

Prudential Health India is a Zero to One team undertaking a nolegacy greenfield health insurance deployment in India building journeys that truly empathize with the customer and offer a differentiated experience.

To partner us in this mission we are looking for a talented

Branch Service Specialist

As a Branch Service Specialist your typical week might include the following

• Handle daytoday branch functioning as per standard operating procedures:
  • Support in clearing the proposal pendency in collaboration with Sales.
  • Manage premium collection Deposition reporting reconciliation and refund lifecycle journey
  • Manage walkin customers & distributors with new product enquiry policy servicing requests Claim requests
  • Implement process controls to avoid any kind of regulatory reputational or financial breaches
  • Ensure Compliance with statutory & regulatory requirements
  • Manage administrative expenses of the branch and maintain proper financial records
• Drive adoption of Digital platforms:
  • Customer App/Portal for selfservice
  • Distributor portal/App for customer servicing
• Revenue:
  • Contribute to business by exploring crossselling opportunities lead generation & conversion.
  • Focus on Renewal Collection
• Distributor Onboarding & Service Trainings
  • Support to Prospective Agent and help navigate smooth onboarding process.
  • Handling distributor queries & escalations.

You could be the right candidate if you

• Have a bachelors degree from a recognized institute
• Have good understanding of financial services industry preferably insurance
• Able to drive Digital solutions
• Are not intimidated by the rapidly changing customer or distributor expectations and can keep up with constantly evolving technology solutions
• Are obsessed with providing Customer and Distributor delight moments and can influence stakeholders in the process
• Are a highly driven individual who goes that extra mile to deliver an outstanding product to the business team and end users/customers.

This could be the gig for you if you

• Are passionate about bringing truly consumer centric ideas into reality to help customers be healthier; you enjoy spending time with customers to understand what they really want. Have an attentive ear listen to new ideas.
• Thrive in environments that celebrate cocreation and collaboration.
• Take help from others when stuck and encourage others when there are setbacks
• Take full responsibility for your teams contribution output while thinking wing to wing across the organization; to solve for the customer.
• total experience with up to 5 yrs domain experience in any of these sectors: health life general insurance Banking/NBFCs.

What can make you extra special if you

• Have demonstrable experience in improving customer experience through well managed operations
• Have walked extra mile in solving business problems by adopting offbeat path
• Have proven track record of succeeding in complex business environment and helping colleagues succeed as well

We are keen to listen to your story; doesnt matter if you tell these stories with a sigh or with excitement. We respect both versions. Truly.

Location:

If you think this is the one for you drop in a line with your story at
We are eager to catchup!

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex race age ethnic origin educational social and cultural background marital status pregnancy and maternity religion or belief disability or parttime / fixedterm work or any other status protected by applicable law. We encourage the same standards from our recruitment and thirdparty suppliers taking into account the context of grade job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.