Customer Support Executive

Role & responsibilities Job Title: Customer Connect Executive

REPORTING TO: (ROLE)

Regional Manager

Band

Grade

Executive/Senior Executive

Location

Education Qualification

Graduate preferred

Work Experience

• Fresher
• Experience in Renewals/Customer Retention/Customer Handling preferred
• MAIN PURPOSE OF JOB: Area Level role, servicing exiting customers, driving renewals, Rider sales,

upsell/cross sell and surrender retention from branch

• JOB SUMMARY 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
• 7. Maintain accurate records of customer interactions, payment collections and
• surrender retention efforts.

Contact 9110881653

Preferred candidate profile