Customer Retention Executive

Star Union Dai ichi Life Insurance (SUD Life); Kolkata District; On-site; INR 280,000 - 420,000; Full time

Job summary

Star Union Dai ichi Life Insurance (SUD Life) in Kolkata is seeking a Renewal Support Executive to strengthen policy persistence and customer engagement. You will drive renewal premium collection, contact customers via calls and reminders, and coordinate with internal teams to ensure smooth servicing.

The role emphasizes addressing customer concerns to prevent lapsation, building lasting relationships that boost loyalty, and exploring cross-sell opportunities while maintaining compliant records

Responsibilities

• Drive timely renewal premium collection to improve policy persistency
• Engage with customers through calls, reminders, and follow-ups for renewals
• Identify and address customer concerns to prevent policy lapsation
• Build strong customer relationships to enhance loyalty and retention
• Coordinate with internal teams for policy servicing and issue resolution
• Maintain accurate records and ensure compliance with regulatory guidelines
• Support cross-sell/up-sell opportunities where applicable

Job description

Key Responsibilities :

• Drive timely renewal premium collection to improve policy persistency
• Engage with customers through calls, reminders, and follow-ups for renewals
• Identify and address customer concerns to prevent policy lapsation
• Build strong customer relationships to enhance loyalty and retention
• Coordinate with internal teams for policy servicing and issue resolution
• Maintain accurate records and ensure compliance with regulatory guidelines
• Support cross-sell/up-sell opportunities where applicable