Customer Connect Executive

Kaabil; Pune District; On-site; INR 400,000 - 650,000; Full time

Job summary

A leading insurance company is seeking an Executive/Senior Executive in Pune to enhance customer retention and drive renewals. The role includes personal engagements through visits and WhatsApp calls to maintain relationships, ensure financial security, and facilitate policy renewals. The ideal candidate should be a graduate with a preference for candidates with fresh experience in customer handling. Key responsibilities involve proactive outreach, sales opportunities, and achieving retention targets.

Qualifications

• Fresher experience in Renewals, Customer Retention, Customer Handling preferred.
• Strong interpersonal and communication skills are essential.
• Area level role servicing exiting customers.

Responsibilities

• Proactively reach out to policyholders for renewals.
• Conduct field visits to meet customers.
• Identify upselling opportunities for additional products.
• Maintain accurate records of customer interactions.
• Engage with customers walk-ins for surrender and provide retention solutions.
• Achieve renewal and retention targets as per company objectives.
• Maintain accurate records of customer interactions and payments.

Skills

Customer handling

Renewals

Upselling

Cross-selling

Education

Graduate preferred

Job description

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.