Customer Retention Executive

1 - 6 years

2 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Manage

    customer retention and renewal activities

    for existing life insurance policyholders through bank branch partnerships.
  • Coordinate with

    bank relationship managers

    to identify renewal due policies and drive timely premium collection.
  • Conduct

    customer follow-ups via calls, emails, and branch visits

    to ensure high renewal conversion.
  • Analyze

    lapse and surrender data

    to identify risk segments and implement retention strategies.
  • Educate customers on the

    benefits of policy continuation

    , product features, and long-term savings impact.
  • Provide

    exceptional post-sales service

    and handle customer queries or grievances related to policy renewals.
  • Track and report

    renewal performance metrics

    at branch/region level and share insights for improvement.
  • Work closely with

    training, sales, and operations teams

    to drive awareness and compliance on renewal processes.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Bwise Solutions logo
Bwise Solutions

Information Technology

San Francisco

RecommendedJobs for You