Customer Retention Officer Axis Max Life Insurance

1.0 - 5.0 years

1 - 5 Lacs

Patna, Bihar, India

On-site

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

Posted 1 month ago

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Senior Manager, Persistency (Content Development) Switch On Success

6 - 11 years

7 - 15 Lacs

Kolkata, Delhi / NCR, Mumbai (All Areas)

Work from Office

Job Title: Senior Manager Persistency (Content Development) Location: Mumbai Experience Required: 6 – 8 Years Function: Operations / Customer Engagement / Content Management Qualification: Graduate / Postgraduate Role Summary We are looking for a dynamic and experienced professional to lead the Content Development function within the Persistency team. This role involves overseeing the creation of compelling, compliant, and customer-centric communication across multiple channels. The ideal candidate will possess strong expertise in content strategy, creative development, campaign execution, vendor governance, and stakeholder engagement. Key Responsibilities Lead a content development team to produce targeted and engaging communication for customers, aligned with business goals. Explore and implement new digital and offline channels to enhance customer outreach and engagement. Design and manage customer communication campaigns aimed at improving policy renewals through non-intrusive, value-driven messaging. Track and optimize campaign performance using analytical tools, ensuring high ROI and persistency improvement. Ensure all content and communication activities comply with internal guidelines, audit norms, information security protocols, and regulatory requirements. Identify and lead special projects that contribute to persistency enhancement and operational efficiency. Manage vendor relationships: Conduct regular governance reviews, assess performance, and drive improvements and innovation across third-party partners. Oversee the timely clearance of vendor invoices and manage agreement renewals in coordination with compliance and procurement teams. Preferred Skills & Competencies Proven experience in content creation , campaign management , and communications strategy . Prior exposure to tools like Adobe Campaign Classic , Adobe Experience Manager (AEM) , Customer Journey Analytics , or other marketing automation platforms. Strong team leadership , stakeholder management , and vendor governance capabilities. Deep understanding of regulatory compliance , risk management , and audit controls in communication functions. Project management proficiency with the ability to handle multiple high-impact initiatives simultaneously. Advanced skills in MS Office Suite , with emphasis on data interpretation, reporting, and presentation. Strong verbal and written communication skills, with the ability to present insights and influence cross-functional stakeholders.

Posted 4 months ago

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