Senior Executive Niva Bupa Health Insurance

0.0 - 4.0 years

0 Lacs

varanasi, uttar pradesh

On-site

As an Executive/Senior Executive at Niva Bupa Health Insurance Company in Amritsar/Jammu, you will be reporting to Manager Sumit Aggarwal in the Fields Servicing & Support department. Your role is crucial in contributing to the company's purpose of providing every Indian with the confidence to access the best healthcare. Niva Bupa's values of Commitment, Innovation, Empathy, Collaboration, and Transparency are at the core of everything we do. As a part of our fast-growing organization, you will be part of a team of over 7000 employees with a growth rate of 154% since FY 20. Our goal is to achieve more than 10000 Cr GWP By 2027, and we are looking for goal-oriented individuals to join us on this exciting growth journey. You will be responsible for Renewal Retention, Leads Generation from Existing Customers, Visits in Hospital & Customer Site for feedback, Customer & Advisor Servicing, and Branch Activities. A key requirement for this position is a Bachelor's Degree and a background in the Insurance sector. At Niva Bupa, we are certified as a Great Place to Work for the 3rd year in a row and aim to be one of the best workplaces in the BFSI industry. Our commitment to supporting action to protect, restore, and regenerate local environments aligns with our goal to benefit our customers, our people, our communities, and wider society. For more information, visit our website at www.nivabupa.com. Join us at Niva Bupa and be a part of our incredible journey towards becoming a leading health insurance provider in the country.,

Posted 1 week ago

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Customer Retention Officer maxlifeins

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 1 month ago

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