2.0 - 6.0 years

0 Lacs

thane, maharashtra

On-site

The Customer Retention Officer/ AM Customer Retention Officer will be responsible for collections, renewal collection, and persistency targets through customer calling or physical visits to customer residences with prior appointments. You will ensure the maintenance and sharing of daily customer trackers and conversion thereof, including reviews with the Manager-Collections. Your role will involve convincing customers to renew premiums and continue policies by providing retention tools like mode change, partial withdrawal, PUA surrender, and loans. Timely depositing of cheques at the nearest MLI branch/bank branch within 24 hours of collection will be part of your responsibilities. Handling customer escalations, resolving customer queries and concerns, and tracking service requests raised will be essential to retain customers. You will also follow up on critical documents like Health Declaration Form, tele-underwriting, home visits medical, ECS Mandate, complaint letters on silent grief, and obtaining new contact details through branch operations. Success in this role will be measured by 100% completion of assigned activities by the 7th of every month, daily face-to-face meetings as per the goal sheet, driving top 30 high-value cases with 100% meeting, providing 100% resolution to customer queries, tracking and timely closure of service requests if logged for any of the allocated customers, driving special revival schemes and changes in terms to resolve financial constraints, ensuring meetings on silent grief cases, collecting written grievances from customers, and increasing the percentage of customer retention from the allocated base by explaining insurance benefits, ULIP retention tools, switching, long-term growth, and comparison with other financial products. The ideal candidate should have a graduation degree in any stream with prior experience in insurance, customer services profile, and preferably in the renewal retention team. Key skills required for this role include the ability to handle pressure and work in a competitive environment, openness to learning, high process orientation, effective communication skills, as well as owning a personal vehicle and a smartphone.,

Posted 2 days ago

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