Customer Connect Executive

Kaabil; Mumbai; Vor Ort; INR 300.000 - 500.000; Vollzeit

Zusammenfassung

A leading insurance firm based in Mumbai is seeking an Executive/Senior Executive to service existing customers and drive renewals. The role involves personal visits, engagement through WhatsApp, and maintaining strong relationships with policyholders. The ideal candidate should preferably be a graduate, with a focus on customer handling and relationship management. Freshers are encouraged to apply, as training and support will be provided to meet collection and retention targets.

Qualifikationen

• Freshers are encouraged to apply.
• Experience in renewals or customer retention is preferred.

Aufgaben

• Proactively reach out to policyholders for renewal premium collections.
• Conduct field visits to meet customers and facilitate premium payments.
• Identify and engage lapsed policyholders to encourage policy revival.

Kenntnisse

Customer handling

Relationship management

Renewals

Ausbildung

Graduate preferred

Jobbeschreibung

Grade: Executive/Senior Executive

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

• Proactively reach out to policyholders for renewal premium collections
• Conduct fields visits to meet customers and facilitate premium payments
• Identify and engage lapsed policyholders to encourage policy revival
• Identify upselling and cross selling opportunities for additional insurance products
• Engage with customers walk in for surrender and provide solutions and alternatives to retain the customer
• Achieve collection and retention targets as per company objectives
• Maintain accurate records of customer interactions, payment collections and surrender retention efforts.