Posted:20 hours ago|
Platform:
Work from Office
Internship
To give personal care by visits, Whatsapp calls & high touch engagement with existing customers. To leverage the expertise of this team in relationship Management, customer service to build & maintain strong, lasting relationships with policyholders, ensuring their financial security.
To introduce new products, riders, improve claim readiness, customer service & branch surrender retention.
Key Responsibilities
1. Proactively reach out to policyholders for renewal premium collections
2. Conduct fields visits to meet customers and facilitate premium payments
3. Identify and engage lapsed policyholders to encourage policy revival
4. Identify upselling and cross selling opportunities for additional insurance products
5. Engage with customers walk in for surrender and provide solutions and alternatives to retain the customer
6. Achieve collection and retention targets as per company objectives
Maintain accurate records of customer interactions, payment collections and surrender retention efforts.
Location:
Fresher only
Any graduate
Cait
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