93 Persistency Jobs - Page 2

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 Branc...

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 Branc...

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 Branc...

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 Branc...

Your role as an Agency Manager involves enabling the achievement of key business outcomes and building a quality Agency by focusing on the quality of hire and skilling. You will also be responsible for ensuring adherence to all statutory and compliance requirements. Key Responsibilities: - Achieving Business Plans by managing all parameters of the business including recruitment, activation, premium collection, case rate, case count, and persistency. - Engaging, motivating, and ensuring the productivity of Agents by building strong relationships and constantly inducting, activating, and supporting them. - Driving incentive schemes to exceed benchmark income and supporting R&R schemes floated ...

**Job Description** **Role Overview:** 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 focusing on the quality of hire and skilling. You will be responsible for ensuring adherence to all statutory and compliance requirements to drive the growth and success of the company. **Key Responsibilities:** - Achieve Business Plans: - Manage all the parameters of the business including recruitment, activation, premium collection, case rate, case count, and persistency. - Engage, motivate, and ensure the productivity of Agents by fostering strong relationships. - Induct, activate, an...

**Job Description:** **Role Overview:** As an Agency Manager at Niva Bupa Health Insurance Company, your primary role is to enable the achievement of key business outcomes by focusing on building a quality Agency through recruitment, activation, and premium collection. You will be responsible for ensuring adherence to all statutory and compliance requirements while managing all the parameters of the business to achieve product-wise targets and profitability. Additionally, your role involves team building, goal setting for Agents, regular review and monitoring, as well as seeking opportunities for business development and revenue generation. **Key Responsibilities:** - Achievement of Business...

Position - Agency Manager Location - Vapi Offered Grade - Assistant Manager Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare Our Values Commitment Innovation Empathy Collaboration Transparency About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa's growth story has been pheno...

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 segmentatio...

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 Persist...

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 an...

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 supervis...

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 requisite...

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...

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-m...

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 (Inte...

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 Branc...

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 Branc...

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 Branc...

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 Branc...