60 Persistency Jobs

Responsibilities Lead end-to-end business planning for renewals collections, persistency, surrender management, and onboarding control. Define annual and quarterly plans aligned with business goals, regulatory needs, and market trends. Build advanced dashboards/MIS to track KPIs such as persistency ratio, surrender and lapse rates, and onboarding exceptions. Use predictive analytics to identify customer behavior patterns, risk profiles, and policy trends to drive targeted campaigns. Perform root-cause analysis of surrenders and design data-driven interventions to reduce voluntary exits. Support digital initiatives like Autopay win-back models, humanoid bot targeting, and customer segmentation models. Requirements 8 - 12 years experience in analytics, business planning, or performance management—preferably in Insurance/BFSI. Proven track record of leading analytics teams and delivering measurable business outcomes. Proficiency in BI tools (Power BI, Tableau, SQL, Excel) and statistical modeling/predictive analytics. Strong understanding of life-insurance renewals, persistency, surrender, and onboarding processes. Excellent communication and stakeholder-management skills; exposure to RPA, AI/ML tools is a plus.

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.Dhomne@tataaia.com Mention applied post on Subject line.

Roles and Responsibilities Manage branch operations, ensuring efficient customer service delivery. Handle customer queries and concerns through phone calls, resolving issues promptly. Execute sales strategies to meet targets and achieve business objectives. Maintain accurate records of transactions, updates, and reports using CRM software. Ensure compliance with company policies, procedures, and regulatory requirements.

Role & responsibilities To manage overall Channel persistency- 13 months and FYRP for Websales channel. To ensure that channel targets are met wrt to above persistency buckets To work closely with the Persistency team at HO and other stakeholders for proper recon of the pending /due base. To ensure that NACH is getting attached on all cases and track NACH registration till success in the system. Publish persistency data for the channel with respective source- In house call centre/Partners Have regular discussion with the sourcing teams for timely renewal of the policies Manage HNI cases/ Customer grievance during the time of renewal payment Partnership management- Share visibility on Persistency numbers (Target vs Achievement) and highlight -vely impacting factors and work together for the resolution. Sharing visibility to ELI team on the Action plan and execution for meeting the desired numbers and ensure that the proper tracking/ Recon and governance is done on the same.

Roles and Responsibilities Manage customer relationships through regular communication, ensuring high levels of satisfaction and retention. Identify opportunities for cross-selling and upselling life insurance products to existing customers. Develop strategies to improve persistency rates by reducing policy lapses and increasing renewals. Collaborate with internal teams to resolve customer issues and improve overall service delivery. Analyze market trends and competitor activity to stay ahead in the industry.

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

As a Unit Manager, your primary role is to enable the achievement of key business outcomes, build a quality Agency by focusing on quality of hire and skilling, and ensure adherence to all statutory and compliance requirements. Your key responsibilities include: - Achieving Business Plans by effectively managing all parameters of the business such as recruitment, activation, premium collection, case rate, case count, and persistency. - Engaging, motivating, and ensuring the productivity of Agents by building strong relationships and providing necessary support. - Driving incentive and recognition schemes to enhance Agents" income and performance. - Ensuring compliance with regulatory norms and company policies. - Managing channel conflicts within the team and achieving product-wise targets and profitability. - Understanding Agents" businesses deeply to identify opportunities for development and revenue generation. - Building a strong team by setting goals, reviewing performance regularly, and providing necessary mentoring. - Conducting field observations, demonstrations, and regular visits to Agents to support their growth and success. Key Requirements: - Education: Graduation in any discipline from a recognized educational institute. - Experience: 4-6 years of relevant work experience with strong skills in team management, recruitment, sales, and compliance. Join us as a Unit Manager and play a vital role in driving business growth, fostering a high-performing team, and ensuring compliance with all regulatory requirements.,

Roles and Responsibilities Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards Exceed revenue targets Undertake joint field work with executives and observe/demonstrate successful selling skills Conduct Fortnightly performance review (PRP) with executives Help executives use the GOLD system for maximizing business from a given target market Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling, Compliance and Customer service Effectively manage, track and convert leads provided by the in-house telemarketing unit. Engage with customers to provide quick response to customer queries, provide customer service. Assist in Direct customer service policyholders complaint resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about products vis--vis products of competition to enable them in taking appropriate decisions Desired Candidate Profile Graduate preferably with an MBA Minimum 5-7 years experience in managing Agents, Sales Reps/DSAs

The role requires you to act as a relationship manager for the assigned customer base, ensuring all policy-related servicing aspects are handled efficiently. It is a field job that involves customer visits for renewal collection and servicing. Your key responsibilities include achieving persistency/collections targets on a monthly basis, coordinating customer meets in branches/centers for special campaigns/collections, and conducting joint calls with branch/sales/persistency teams for service recovery and collections. You will be expected to follow up daily with the sales hierarchy for expected collections and results, as well as ensure timely collection and submission of mandatory requisites for policy reinstatements. It is essential to provide accurate reporting of visits and collection numbers in the designated tracker/application. Maintaining customer contact ability by updating/addition of new contact details through direct visits at their residence/offices is a crucial part of the role. Additionally, you must actively participate in all trainings and audits specified by clients while ensuring compliance with audit/regulatory bodies, as well as company policies and procedures. This is a full-time position with Provident Fund benefits, requiring team handling experience in collections for at least 1 year. The work location is in person, and the schedule is a day shift. Application Question(s): Please provide details of your current salary and notice period.,

As an Agency Manager at Niva Bupa Health Insurance Company in Ahmedabad, you play a crucial role in enabling the achievement of key business outcomes. Your primary focus lies in building a quality Agency by emphasizing the quality of hire and skill development while ensuring strict adherence to all statutory and compliance requirements. Your dedication to these responsibilities will contribute significantly to the success and growth of the organization. Your key responsibilities include overseeing the achievement of business plans through effective management of various parameters such as recruitment, activation, premium collection, case rate, case count, and persistency. By fostering strong relationships with agents, you will drive engagement, motivation, and productivity within the team. It is essential to consistently induct, activate, and support agents to ensure their success and income surpasses benchmarks. Additionally, you will be responsible for implementing incentive and recognition schemes to enhance agent performance and income levels. By closely liaising with the Head Office, Zonal Office, and branches, you will address agent requirements and concerns promptly and effectively. Your commitment to compliance with regulatory norms and company policies is crucial in maintaining operational integrity and ethics. Managing channel conflicts within the team and achieving product-wise targets and profitability are key aspects of your role. Understanding the agents" businesses thoroughly will enable you to identify opportunities for business development and revenue generation. Furthermore, you will be accountable for setting goals for all agents, monitoring their progress regularly, and providing necessary mentoring to ensure goal achievement. Your educational background should include a graduation degree in any discipline from a recognized educational institute. With 4-6 years of relevant work experience, you should possess strong leadership skills, excellent communication abilities, and a results-driven mindset. By embodying the values of Commitment, Innovation, Empathy, Collaboration, and Transparency, you will contribute to Niva Bupa's mission of providing every Indian with access to the best healthcare. Join us on this exciting growth journey, where your dedication and expertise will play a vital role in shaping the future of health insurance in India. Explore more about us at www.nivabupa.com and be a part of a dynamic and rewarding work environment at Niva Bupa Health Insurance Company.,

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

Roles and Responsibilities: Be a part of our vibrant pan-Indian network of women professionals ( some of whom have been with us since about 5 years, some more than 10 years ) , which includes Chartered Accountants , MBAs and others. Assist reputed CA firms and other companies by recruiting Chartered Accountants and other professionals for them - all this while offering the convenience of working from home to the extent of your availability. Undertake the following tasks: Screening CVs of job applicants ( Chartered Accountants and other professionals ) received by e-mail and shortlisting candidates; Interviewing / Coordinating by 'phone /e-mail with the candidates; Coordinating by 'phone /e-mail with the employer companies that have retained us to schedule interviews and obtaining feedback. Based on performance, you could move to a role where you supervise the above-mentioned tasks. Expected Working Hours: Minimum 4 hours daily, on an average, working from home. Opportunity to work more than the minimum hours if convenient to you. You should not be engaged in any other part-time recruitment work or any other full-time employment. Required Candidate profile Desired Candidate Profile: You should be a Senior Citizen with post qualification experience as a professional; You should have good communication skills, reasoning ability, and persistence; You should not be engaged in any other part-time recruitment work or any other full-time employment. We would expect you to work with us as a partner in the spirit of entrepreneurship rather than that of an employee. Therefore, ONLY if you would necessarily like to work on a proactive basis with our support you should apply. Remuneration: Is an attractive share in fee earned on placements made (no limit) PLUS Incentives of upto Rs. 5,500 per candidate interviewed / selected even if they do not join the client.

Role & Responsibilities The purpose of this role is to lead and drive renewals to achieve 13th month Persistency Targets and Overall Collection targets. This job requires a self-motivated individual with strong traction & renewal chasing skills. The candidate needs to work closely with all stakeholders and develop a strong rapport especially with sales team. The role holder is expected not only to drive the customer renewals but also needs to bring awareness of persistency. Rigorous follow-up and strong monitoring of renewals on all stages e.g. Premium Paying (Due)/ Overdue/ Lapse/ Deep lapse. Strong communication and interpersonal skills to ensure timely resolution of customer queries (Internal and external) and built healthy work relations. Manage renewals & persistency by liaison and partnering with stakeholders across all levels. To ensure high monthly collection based on the targets assigned on monthly and quarterly basis along with providing superior customer services Regular customer visits to make them understand the policy features and renewal collection. Special focus & drive on non-contactable & negative customer base. Drive SI/ECS registration & Non SI Base Create and Publish daily/ weekly/ monthly MIS on renewal collection progress. These reports to be published on business requirement and management decision. Strong liaison to be maintained with local sales team to ensure timely closure of pending renewal cases and trace non-contactable customers. Prerequisites 5-8 Years of work experience in renewals collections/ persistency in Life Insurance Well Versed knowledge of Excel for data tracking & creation of MIS as per requirements Should have knowledge and understanding of basic regulatory requirements and how to meet these on day to day basis. Experience of managing customer service/ renewals in any Life Insurance company Good Interpersonal, communication and articulation skills Analytics & an Eye for detail Graduate / MBA from a premier institute

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes 80% Field job meeting customers for renewals.

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes 80% Field job meeting customers for renewals.

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes 80% Field job meeting customers for renewals.

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes 80% Field job meeting customers for renewals.

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes 80% Field job meeting customers for renewals.

Role & responsibilities To manage renewals by liaising and collaborating with stakeholders across all levels. To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals. To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales). To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams To ensure daily receipt reconciliation & Banking. To Manage Branch Activities as per documented branch Processes, ensure Compliances. To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests. To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes 80% Field job meeting customers for renewals.

Role & responsibilities Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk-in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns Customer retention & Lead Generation Preferred candidate profile Graduate 2-3 years of experience in Life Insurance Operations or Banking Operations Share update resume on shashank.dhomne@tataaia.com Mention applied post on Subject line.

Responsibilities: * Manage membership growth through enrollment, retention & upselling. * Maximize revenue through customer acquisition & retention strategies. * Oversee subscription renewals & persistency.

Hiring Customer Retention Officer for Allahabad, Mumbai, Jaipur!!! Job Responsibilities: Collection 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 Preferred candidate profile Graduation in any stream with prior experience in insurance, customer services profile. Prior experience in renewal retention team is an added advantage Knowledge and skills required Ability to handle pressure and work in a competitive environment. Open to learning, Very High Process orientation , Effective communication skills. Should have a personal vehicle and smart phone

As an Agency Manager at Niva Bupa Health Insurance Company, your primary role is to enable the achievement of key business outcomes by building a quality Agency through a focus on the quality of hire and skilling. It is essential to ensure adherence to all statutory and compliance requirements to maintain the integrity of the business. Your responsibilities include managing all parameters of the business including recruitment, activation, premium collection, case rate, case count, and persistency. You will be responsible for engaging, motivating, and increasing the productivity of Agents by fostering strong relationships, induction, and activation. Driving incentive and recognition schemes to enhance Agents" income and productivity is crucial for the role. Supporting Agents in liaising with the Head Office to address their concerns, ensuring compliance with regulatory norms, and managing channel conflicts within the team are integral parts of the job. Achieving product-wise targets, profitability, and seeking opportunities for business development and revenue generation are key aspects of the role. Team building is also a significant responsibility, involving goal setting for all Agents, regular review, monitoring, and mentoring to ensure goal achievement. Conducting field observations and demonstrations with the agency force, regular agent visits, and effective communication with the team are essential for success in this role. To qualify for this position, you should have a graduation degree in any discipline from a recognized educational institute and possess 4-6 years of relevant work experience. Join us at Niva Bupa Health Insurance Company and be a part of our journey towards becoming one of the best workplaces in the BFSI industry. Visit our website at www.nivabupa.com for more details.,

As a Unit Manager in the Sales & Distribution department with the designation of Senior Executive, your primary role is to enable the achievement of key business outcomes. Your focus will be on building a quality Agency by emphasizing the quality of hire and skilling, as well as ensuring adherence to all statutory and compliance requirements. Your key responsibilities will include: - Achieving Business Plans by effectively managing all parameters of the business such as recruitment, activation, premium collection, case rate, case count, and persistency. - Engaging, motivating, and enhancing the productivity of Agents by establishing strong relationships and ensuring their constant induction, activation, and productivity. - Driving incentive and recognition schemes to boost Agents" income and performance, in alignment with schemes from the Head Office (HO), Zonal Office (ZO), and branch. - Supporting Agents by addressing their requirements and concerns in liaison with the HO. - Ensuring full compliance with regulatory and company norms, managing channel conflicts within the team, and meeting product-wise targets and profitability goals. - Understanding Agents" businesses thoroughly to identify opportunities for business development and revenue generation. - Building a strong team by setting goals for all Agents, providing regular review, monitoring, and mentoring, conducting field observations and demonstrations with the agency force, and making regular visits to Agents. Education required for this role is a graduation degree in any discipline from a recognized educational institute, along with 4-6 years of relevant work experience. Your targets will include New GWP, Renewal GWP, Renewal number of cases, active agents and PA, new Agents hiring, and addressing audit findings. Your role as a Unit Manager is crucial in driving the success of the Sales & Distribution department, and your dedication to achieving business goals and fostering a high-performing team will be instrumental in the company's growth and success.,

As a candidate for the position, your primary responsibility will be to achieve Business Targets within designated zones on various focused Business parameters such as premium, SP/branch activisation, product mix, and Persistency. Your efforts will directly contribute to the overall Business Growth and profitability of the organization. Building effective relationships with the bank partner and becoming their first preferred insurer will be crucial in this role. You will be expected to plan and achieve business targets through a team of CM, FLS, and SPs in the bank. Increasing SP Activisation and selling greater NOPs through the Team of CM and FLS for wider distribution of ABSLI products will be a key focus area. Ensuring the selling of the right Product Mix as defined by the organization is essential to achieve overall business growth and profits. Identifying and implementing new business opportunities within the allocated area to enhance penetration will also be part of your responsibilities. Implementing activities/programs designed at the organizational level to build great visibility, promote branding, and strengthen the relationship with the bank will be crucial. Training and appraising the bank staff on ABSLI products to create a mind space and easy recall for them will also be expected. Providing pre and post-sales support and service to both the Bank partner and customers will be essential. Enabling the Team of CM to train FLS in order to independently sell ABSLI products by mapping customer needs correctly will be part of your role. Supporting the team of CM and FL on closing critical sales calls by demonstrating and mentoring them will be crucial. Ensuring smooth functioning of the internal cross-functional Teams and helping them overcome any roadblocks in policy logging and issuance will be expected. Establishing efficient methods to respond to customer queries and maintaining persistency levels will be part of your responsibilities. Enabling the Team to cross-sell and upsell ABSLI products as per customer requirements will be essential. Building and strengthening the relationship with the partner bank to become their preferred partner will be a key aspect of this position. Developing a Team that can support the bank in meeting their business targets will be crucial. Attracting, recruiting, and retaining talent in the market, ensuring proper handholding and support is provided to the Team will be essential. Reviewing and monitoring Team performance daily, mentoring the CM and FLS in the Middle and Low-Performance Bucket, encouraging and motivating them to do well will be expected. Achieving Business profitability by focusing on renewals, quality of business, and managing costs will be crucial. Managing expenses within allowable expense gaps and ensuring the achievement of profitability and persistency targets for the relationship in the designated zones will be part of your responsibilities. Focus and monitor Product Mix within the Circle to achieve Channel Targets will also be expected. With a minimum experience level of 7 - 16 years and holding a Post Graduate qualification, you will be well-equipped to excel in this role.,