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Job Description
To give personal care by visits, Whatsapp calls & high touch engagement with existing customers. To leverage the expertise of this team in relationship Management, customer service to build & maintain strong, lasting relationships with policyholders, ensuring their financial security.
- To introduce new products, riders, improve claim readiness, customer service & branch surrender retention.
- Key Responsibilities
- 1. Proactively reach out to policyholders for renewal premium collections
- 2. Conduct fields visits to meet customers and facilitate premium payments
- 3. Identify and engage lapsed policyholders to encourage policy revival
- 4. Identify upselling and cross selling opportunities for additional insurance products
- 5. Engage with customers walk in for surrender and provide solutions and alternatives to retain the customer
- 6. Achieve collection and retention targets as per company objectives
- Maintain accurate records of customer interactions, payment collections and surrender retention efforts.
Skills
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