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Max Life Insurance
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Customer Retention Officer

Customer Retention Officer

Max Life Insurance

1 - 5 years

1 - 3 Lacs

Patna

Posted:3 months ago| Platform:

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Skills Required

Customer Retention Customer Service Customer Experience Customer Satisfaction Retention Customer Operations Customer Management Customer Development Customer Engagement Customer Acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

Collections Sole responsibility of targets basis allocated base on: I. Renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment II. Ensure maintenance and sharing of daily customers trackers and conversion thereof, including review with Manager-Collections III. Convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc. IV. Timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection V. Effectively handling customer escalations, 100% resolution of customer queries & concerns including tracking of service requests raised, providing clarity to required customers on special revival scheme, change in term, short premium bucket to resolve financial constraint and retain customers VI. Ensuring follow up on critical document like Health Declaration Form / tele underwriting/home visits medical/ ECS Mandate/ complaint letters on silent grief and obtaining new contact details getting update through branch operations

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Max Life Insurance

www.maxlifeinsurance.com

Insurance

New Delhi

N/A Employees

611 Jobs

Key People

Prashant Tripathi

Managing Director & CEO
Subhash Chander

Chief Financial Officer
Kavita Ghosh

Chief Investment Officer

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Customer Retention Officer

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Customer Retention Officer

Experience & Salary

Skills Required

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Job Description

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