7 Persistency Management Jobs

Market Conduct manager Role Objective: To ensure high levels of customer retention and satisfaction by managing policy persistency, overseeing freelook cancellations, and addressing misselling grievances in alignment with regulatory and organizational standards. Key Responsibilities: 1. Persistency Management Monitor and improve persistency ratios across all channels (Agency, Bancassurance, Direct, etc.). Analyze lapse trends and develop targeted interventions to improve renewal rates. Collaborate with sales and operations teams to drive persistency-focused campaigns. Track advisor and branch-level performance and provide feedback for improvement. 2. Freelook Cancellation Oversight Monitor f...

As a Dy Manager/ Manager at Niva Bupa Health Insurance Company, your role involves designing, deploying, and executing business strategies to manage the portfolio effectively. Your key responsibilities include: - Strategizing and identifying drivers to improve persistency within the organization. - Leading the deployment of business plans across various channels. - Developing methods to enhance contactibility and subsequently improve collection. - Taking ownership of renewal GWP and retention targets. - Driving renewal, PY1, and upsell targets across different channels. - Designing and implementing strategies to retain PY1 and ready-to-port customers. - Engaging with stakeholders to agree on...

As a candidate for the mentioned role, you will be responsible for maintaining professional engagement levels consistently with the Distributors (ABPs) and their Financial Consultants (FCs) to ensure higher engagement and productivity. Your key responsibilities will include: - Driving Business Sales KPIs related to individual business, persistency, product mix, and promotions - Managing the local unit as a profitable business by driving sales production and managing costs - Providing direct support to Agency Business Partners (ABPs) to help them achieve business goals - Developing and enabling Front Line Sales (FLS) to recruit and develop a successful team - Ensuring high quality and persist...

In this role, you will be responsible for driving Insurance Business from your assigned team and Orphan database across campaigns. Your main focus will be on ensuring all the pre and post sales support and services to the clients along with your team. It will be crucial to not only achieve the set targets but also to ensure a consistent growth in the business every quarter. Key Responsibilities: - Implement Loyalty Model by maintaining relationships with Orphan customers, upselling to customers assigned through various campaigns, and ensuring renewal collection and AUM conservation of the assigned base. - Achieve targets related to Premium and NOP to contribute to the overall growth of the c...

Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to...

Roles & Responsibilities Execute the Training Roadmap for partner branches and sales teams. Manage activities such as training , joint fieldwork , and sales work with Sales Managers and Channel Partners. Ensure Persistency and Product Mix Management at a minimum of 80% . Drive self-development initiatives to improve personal and professional capabilities. Maintain and update MIS and report on trainings conducted, activities undertaken, and their outcomes. Contribute to risk mitigation plans , contingency planning , and business continuity programs by executing and reporting within defined timelines. Identify and recommend changes to address process gaps and inefficiencies. Required Candidate...

Job Title: Channel Sales Manager Team Handling Role Industry: BFSI (Banking, Financial Services, and Insurance) Experience: 6+ Years (Minimum 2 years in team management) Qualification: Graduate (Any stream) Location: Pan India What Were Looking For: A results-driven professional with strong sales planning and team management skills. The ideal candidate will have over 6 years of sales experience, including at least 2 years managing a team. Preference will be given to candidates with experience in the BFSI sector. Purpose of the Role: To drive sales targets by fostering strong relationships with channel partners and internal teams within the allocated branches or geography. Key Responsibilitie...