3.0 - 7.0 years

0 Lacs

bihar

On-site

The primary responsibility is to drive Insurance Business from your assigned team and Orphan database across campaigns. It is crucial to provide pre and post sales support and services to the clients along with your team. The goal is not only to achieve the target but also to ensure consistent growth in the business every quarter. To be successful in this role, you must focus on driving adoption of Service to sales approach on the Orphan customer, implementing a differentiated and segmented approach to various campaigns, and managing attrition of the front line sales force due to limited availability of quality talent. Key Result Areas include: 1. Implementation of Loyalty Model - Maintain relationships with Orphan customers, upsell to customers assigned through various campaigns, ensure renewal collection, and AUM conservation of the assigned base. 2. Achieve Targets related to Premium and NOP - Allocate leads to team members, monitor and review performance on assigned topline and health parameters, guide them on the sales process, and actively participate in RnR activities. 3. Execute smooth function of sales and other processes - Communicate process changes or rules and regulations through training modules, ensure sales calls, issuance, and complaint handling are carried out smoothly. 4. Ensure relevant people are in the right place at the right time to maximize productivity - Allocate job responsibilities based on resource strengths, evaluate business unit opportunities, and set targets accordingly. 5. Execute the right method of business acquisition to obtain a profitable mix for the organization - Scrutinize business regularly, achieve persistency targets, and take corrective actions related to persistency and health. 6. Recruitment & Training - Ensure timely recruitment of teams, manage attrition within specified limits, and provide continuous on-the-job training for skill enhancement of team members.,

Posted 2 weeks ago

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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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CUSTOMER RELATIONSHIP MANAGER-DM-GAYA AB Sun Life Insurance Co Ltd

2.0 - 6.0 years

0 Lacs

gaya, bihar

On-site

As a Customer Relationship Manager at Aditya Birla Sun Life Insurance Company Ltd, your primary responsibility is to drive the insurance business from the assigned team and orphan database across various campaigns. Your role involves ensuring pre and post-sales support and services to clients and the team, with a focus on achieving targets and maintaining consistent business growth every quarter. In this role, you will impact various dimensions including managing a direct team of 5-7 individuals, achieving FYP targets of approximately Rs. 8 million, meeting NOP targets of 200-250, and handling renewal collections on an orphan base amounting to 20-30 crores of AUM. Key challenges you may face include driving the adoption of a Service to Sales approach for orphan customers, implementing a differentiated and segmented approach to campaigns, and managing attrition among the frontline sales force while dealing with limited availability of quality talent. Your principal accountabilities include implementing a loyalty model by maintaining relationships with orphan customers, up-selling through campaigns, ensuring renewal collection and AUM conservation, and achieving premium and NOP targets. Additionally, you will be responsible for smooth sales processes, allocating leads, monitoring performance, and guiding the team on sales processes and closures. To maximize business potential, you will need to communicate process changes effectively, ensure sales and service aspects run smoothly, place the right people in the right roles, and execute the appropriate business acquisition methods. Recruitment and training of the team, managing attrition, and continuous skill enhancement through on-the-job training are also crucial aspects of your role. Your direct reports, the Direct Sales Executives, are expected to achieve sales and health targets as per their goal sheets. You will interact with internal stakeholders like Support Executives, Trainers, HR, Issuance Coordinator, and Client Service on a regular basis to ensure smooth operations and service delivery. Externally, you will engage in relationship-building activities for business development. Your job qualifications include a minimum experience level of 2-4 years and a graduate or post-graduate degree. Overall, as a Customer Relationship Manager, you play a vital role in driving insurance business growth, maintaining client relationships, and ensuring the success of various campaigns and targets set by Aditya Birla Sun Life Insurance Company Ltd.,

Posted 2 months ago

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