Posted:1 hour ago|
Platform:
Work from Office
Full Time
REPORTING TO: (ROLE)
Regional Manager
Band
Grade
Executive/Senior Executive
Location
Education Qualification
Graduate preferred
Work Experience
Fresher
Experience in Renewals/Customer Retention/Customer Handling preferred
MAIN PURPOSE OF JOB: Area Level role, servicing exiting customers, driving renewals, Rider sales,
upsell/cross sell and surrender retention from branch
JOB SUMMARY 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
7. Maintain accurate records of customer interactions, payment collections and
surrender retention efforts.
Contact 9110881653
Bharti AXA Life Insurance
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